Tax Planning Expert & Product Innovation, Wealth.com
$180-205k
+ Equity
Best-in-class estate planning technology
Be an early applicant
Best-in-class estate planning technology
101-200 employees
Be an early applicant
$180-205k
+ Equity
101-200 employees
Company mission
To revolutionize estate planning by using AI-powered solutions to help financial advisors, benefits departments, and individuals.
Role
Who you are
- A strong background in tax planning, ideally as a CPA, EA, or JD with significant tax experience
- Deep expertise in areas such as income tax optimization, entity planning, charitable strategies, wealth transfer techniques, or business owner tax planning
- Experience within an advanced planning team at a wealth management firm, or a tax-focused software company (e.g. Intuit QuickBooks) where you helped translate tax expertise into products or workflows
- Passion for simplifying complex concepts into user-friendly tools
- Excellent communication skills — you can explain advanced tax strategies to engineers, designers, and non-experts alike
- A collaborative mindset with excitement about building something new
What the job involves
- We are seeking a tax planning expert — ideally a CPA — to join our growing product team
- You’ll play a critical role in defining and bringing to life advanced planning solutions for financial advisors, from initial concept through delivery
- This is not a traditional tax role
- Instead, you’ll apply your deep technical expertise to shape intuitive, impactful software tools that advisors will use every day
- You’ll work cross-functionally with design, legal, engineering, and our go-to-market teams to turn your knowledge of tax planning into world-class products
- Shape the roadmap: Identify key tax planning pain points and opportunities for advisors serving HNW and UHNW clients
- Ideate solutions: Translate complex tax strategies into intuitive workflows and calculators that advisors can use to deliver value
- Guide product design: Collaborate with designers to wireframe and prototype experiences that simplify intricate tax concepts
- Drive execution: Partner with engineers to ensure the solutions we build are accurate, scalable, and advisor-friendly
- Test and refine: Help validate product concepts through user interviews, prototypes, and beta programs
- Champion quality: Ensure that all tax calculations, outputs, and educational content meet rigorous technical standards
Our take
50% of personal wealth in the US will change hands in the next two decades, inciting a need for estate planning solutions that are efficient, insightful and help grow the pre-existing pots. Wealth.com aids this transfer through its estate planning platform for financial institutions and their clients.
Wealth.com’s platform leverages next-gen technology infused with AI to help the financial planning of personal estates. Differentiating it from the crowded wealth planning market is the company’s balance of machine learning technology and a human touch, rendering it one of the only tech-led, end to-end platforms built specifically for financial institutions.
Balancing fintech fluency and boutique estate planning, Wealth.com has attracted the eye of investors. Its latest and substantial funding round will fuel growth and product development, positioning the company to continue its path of success.
Kirsty
Company Specialist at Welcome to the Jungle
Company
Funding (2 rounds)
Sep 2024
$30m
SERIES A
Mar 2022
$16m
SEED
Total funding: $46m
Company benefits
- Fully remote, flexible work environment (we do however meet together in person several times a year)
- Full medical and dental benefits
- Unlimited PTO in an environment where taking time off to relax or recharge is supported and encouraged
- Paid Parental Leave
- Company equity managed through Carta
- 401k with Match and 100% vesting upon hire
Company HQ
Camelback East Village, Phoenix, AZ
Leadership
Rafael Loureiro
(CEO)Official Member of the Forbes Finance Council. Previoulsy CTO at LexisNexis Risk Solutions and Emailage Corp, and CRM at Avanade.
Rei Carvalho
(Co-Founder & Executive Chair)Previously Managing Partner at Bela Juju Ventures and CEO at Emailage. Was also CTO at Phoenix Kiosk and Secure Medical.
Tim White
(Co-Founder & Chief Growth Officer)Previously Chief Partnership Officer at Emailage, Business Development Executive at CrossChx and GlobalMed Telemedicine, and a Sales Operations Manager at Outreach International.
Danny Lohrfink
(Co-Founder & CPO)Executive Board Member on the Fast Company Executive Board. Was Business Lead at SoFi and VP of Private Wealth Management (Americas COO Team) at Goldman Sachs.
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