Senior Associate/Manager, Tax Research

About Blue JBlue J is the leading generative AI solution for tax professionals. As a B2B SaaS company, our customers are accountants and tax experts who rely on our market-leading software to deliver fast, accurate, and defensible answers to complex tax questions.With the launch of our flagship generative AI product, we’ve consistently exceeded our revenue targets quarter over quarter and continue to accelerate our growth. Our product roadmap is ambitious, customer-focused, and designed to deliver exceptional value at speed.On the heels of our $122M USD Series D funding, we’re racing ahead with an exciting phase of scale and are looking for a Senior Associate/Manager, (Tax Research) to help scale our tax expertise and shape the next generation of this incredible AI-powered tax research tool.A Note on LocationThis is a remote-first position, open to candidates legally eligible to work in the United States. For in-person collaboration, you’ll have the opportunity to travel to our Toronto office every quarter to connect with the broader team.The OpportunityWe’re looking for a Tax Lawyer or Tax Accountant with 4–7 years of experience in federal tax to join our product team as a Senior Associate/Manager (Tax Research). Our ideal candidate is well-versed in the fundamentals of U.S. federal taxation and has developed an area of expertise within federal tax. As a Senior Associate/Manager (Tax Research) joining our team of tax experts, you will use your tax expertise to play a central role in continuing to develop Blue J, our large language model-enabled tax research tool. In this role, you will gain invaluable experience and learn from some of the best in the field of AI and tax. While we’re an AI company, experience in AI is not required. We’re looking for someone who loves tax and is passionate about how technology can make tax law more transparent and accessible. Your expertise will be instrumental in helping our team as we move this mission forward and take Blue J to new heights. We’re a team of passionate, driven, and friendly people all working towards the same goal, and can’t wait to see the contributions you will make! If this sounds like something that you’re excited about, we would love to meet you! What You’ll Be DoingU.S. Federal Tax Research:Use your excellent tax research skills and tax knowledge to quickly locate relevant primary and secondary sources.Understand and summarize various tax law questions.Evaluate sources for accuracy and currency.Efficiently assess source documents to support your analysis.Adapt quickly to researching different areas of tax law.Assess the quality and accuracy of AI-generated tax analysis. Teamwork: You will use your tax expertise to collaborate with tax lawyers, accountants, and a cross-functional team of developers and data scientists to build and improve our AI tools, while developing strong relationships across the tax research, data science, and technology teams.You will thrive in our environment where diverse thoughts are welcome and innovation is encouraged. Experience in programming and data science is not necessary – just an open mind and an eagerness to collaborate.Strategic Thinking: As a core member of our product team, you will have a sense of pride and ownership, constantly thinking strategically and critically about how we can continuously improve the Blue J products.Evolving Based on Client Needs: Our goal is to work in true partnership with our customers (tax professionals) by listening to their feedback, troubleshooting issues, and incorporating their recommendations to consistently and reliably add value to our tax platforms. A key skill in this role is adaptability and openness to new ideas.What You Offer Blue J We’re looking for a lawyer or accountant who is passionate about federal tax and is excited about innovation and AI. Experience in tech isn’t required—we’re looking for someone eager to apply their transferable skills. Here are a few things we’re looking for:A JD or a CPA designation 4–7 years of professional experience working in U.S. federal income taxAccounting firm experience is a positivePassion for using technology to improve the tax profession and being part of that changeAn open mind and eagerness to learnWhat We Offer You An incredibly exciting and rare opportunity to put your tax and accounting experience to a unique use. We’re building a revolutionary tool from the ground up, and you will have a meaningful role in shaping what that looks like.We are flexible! This is a remote-first role. You'll occasionally be asked (a few times a year) to attend in-person meetings in Toronto, but beyond that, where you work is up to you!We’re well-funded and offer competitive base salaries and stock options. You’ll play a crucial role in our growth, and it’s important to us that you share in our long-term success.We care about you as a whole person. You’ll have a healthy work-life balance and colleagues who respect it.We’ve got an amazing team. We’re mission-driven and motivated by success, but we’re friendly, we’re collaborative, and we care about each other. We’ve got all the start-up perks you’d expect, and are intentionally building a culture where you feel safe to be yourself at work, and watch your career grow because your team has invested in you.The Core Values that Define Our CultureWe are customer-focusedWe put the team interest before self-interestWe are pleasant and playfulWe are open to better ideasWe deliver on our promisesWe solve the tough problemsWhat to Expect in the Interview ProcessA human will review each application and get back to you as soon as possible. We appreciate your patience and look forward to connecting with you! Interview ProcessChat with Natalie, our Sr. Talent Acquisition ManagerConnect with two core members of our Legal Research teamMeet our VP of Tax Research, SusanA brief case study to demonstrate your tax research skills and knowledgeWrap up with Ben, our CEOWe believe our strength is built on diversity of thought, and encourage candidates from all backgrounds and experiences to apply. We value inclusiveness and are an equal opportunity employer. We do not discriminate based on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.We strive to create an inclusive and accessible hiring experience for all candidates. If you need any accommodations during the interview process, please let us know in your application. Our team is dedicated to providing the necessary support and making reasonable adjustments to ensure a smooth process for everyone.How We Use AI in Our Hiring ProcessTo ensure transparency, we want candidates to know that Blue J uses AI-enabled tools within our applicant tracking system to help organize applications and highlight profiles that match the key requirements for each role.AI does not make hiring decisions.Every application is reviewed by a member of our Talent team, and all decisions throughout the process are made by humans.We use these tools to support efficiency and consistency, not to replace human judgment, and we’re committed to a fair, thoughtful, and equitable experience for every candidate.