Job Details

Founding Private Client Tax Analyst HNWI

Join Catalyst Labs as a Founding Private Client Tax Analyst HNWI.

Our Client is a startup based in downtown San Francisco building a next-generation tax forecasting engine for high-net-worth individuals. They are a growing team combining deep tax knowledge with engineering rigor, applying modern AI to a domain that has historically resisted automation.

About Us, Catalyst Labs is a leading talent agency specializing in Tax, Tax Technology, and Transfer Pricing. We stand out as an agency deeply embedded in our clients' recruitment operations, working directly with hiring managers such as Partners and Directors of Big 4/Big 6 and Big 20, in-house Tax leaders, and startup founders in the Tax Tech ecosystem.

Location: Downtown, San Francisco, CA - Full time, On-site.

General Responsibilities: As the Founding Tax Analyst, you will define the core tax intelligence of the platform, translating complex federal and state tax law into accurate, executable models, ensuring our simulation stack produces insights that are legally sound, practically actionable, and optimized for HNWI clients.

• Write natural language tax calculation logic and develop frameworks for simulation stacks that reflect real-world HNWI scenarios.
• Analyze 1040s and related forms to identify optimization opportunities.
• Collaborate with engineers to digitize tax rules, ensuring accuracy and actionable outputs.
• Apply AI and prompt engineering techniques to extract insights from tax documents and identify areas for optimization.
• Serve as a subject matter expert on federal and state tax laws.

Required Skills & Experience: 4-8 years of experience in tax preparation, advisory, or accounting with HNWI clients, deep understanding of AMT, equity compensation, and multi-entity tax structures.

• 4-8 years of experience in tax preparation, advisory, or accounting with HNWI clients.
• Deep understanding of AMT, equity compensation, and multi-entity tax structures.
• Ability to synthesize complex tax documents, identify opportunities, and translate them into clear, structured instructional frameworks.

Not required but Preferred/Bonus to have: CPA, tax attorney (LL.M), or accounting/legal background, familiarity with LLMs, AI, or prompt engineering in the context of tax optimization.

• CPA, tax attorney (LL.M), or accounting/legal background.
• Familiarity with LLMs, AI, or prompt engineering in the context of tax optimization.
• Experience in digitizing tax rules, building simulation logic, or automating advisory processes.

Impact: This is foundational work, directly impacting the accuracy and effectiveness of the platform. You will work at the intersection of deep tax expertise, cutting-edge AI, and software engineering, helping HNWI clients navigate complex scenarios.

• This is foundational work, directly impacting the accuracy and effectiveness of the platform.
• You will work at the intersection of deep tax expertise, cutting-edge AI, and software engineering.

Logistics: On-site in San Francisco, no visa sponsorship available, full-time, minimum $200k base + 1% equity, full relocation support.

• On-site in San Francisco.
• No visa sponsorship available.
• Full-time, minimum $200k base + 1% equity.
• Full relocation support.