Wealth.com

Tax Planning Sales Engineer

Wealth.com

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Arizona • California • United States

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Salary

💰 $175,000 - $200,000 per year

About the role

  • Expert Demonstrations: Lead deep-dive technical demonstrations of the Wealth.com platform, specifically highlighting multi-state tax scenario modeling, Quick Actions for tax strategies, and side-by-side comparisons.
  • Technical Discovery: Conduct discovery sessions with prospective RIA and enterprise clients to understand their current tax planning workflows and identify how our AI SaaS solution can replace fragmented tools.
  • Strategic Modeling: Help advisors visualize complex outcomes, such as the impact of Qualified Small Business Stock (QSBS), Roth conversions, and multi-generational gifting on their clients' estates.
  • Technical Diligence: Manage the technical aspects of RFP/RFI responses and assist with security questionnaires for large-scale enterprise deployments.
  • Product Feedback: Act as a bridge between the market and our product team, translating advisor feedback into actionable requirements for the next generation of tax and estate features.

Requirements

  • 5+ years of experience in Sales Engineering, Solution Architecture, or advanced Tax Planning (CPA, EA, or JD/LLM strongly preferred).
  • Tax Expertise: A solid background in tax planning for high-net-worth individuals.
  • Proven track record of leading technical validation in complex B2B or Fintech sales cycles.
  • Exceptional Presentation Skills: Ability to take a raw, complex client scenario and transform it into a compelling, clear technical vision.
  • Adaptability: Comfortable in a high-growth environment with the ability to self-manage and pivot based on evolving product capabilities and market needs.
  • Communication: Exceptional ability to explain complex tax and legal concepts in a clear, persuasive manner to both technical teams and business executives.
Benefits
  • Competitive salary.
  • Hybrid work arrangement if located in the Phoenix or New York area; otherwise, fully remote. We also meet together in person several times a year.
  • Excellent medical, dental, and vision insurance options, with low-cost premium structures that demonstrate our commitment to offering great value to our employees.
  • 100% company-paid basic life insurance, short-term and long-term disability insurance.
  • 100% paid parental leave upon eligibility.
  • Company equity managed through Carta.
  • 401k with match and 100% vesting upon hire.
  • Flexible PTO in an environment where taking time off to relax or recharge is supported and encouraged.
  • Take time off for holidays—and yes, your birthday counts too. Celebrate, relax, and recharge without thinking twice.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planningmulti-state tax scenario modelingQualified Small Business Stock (QSBS)Roth conversionsmulti-generational giftingtechnical validationSales EngineeringSolution ArchitectureAI SaaS solutionB2B sales
Soft Skills
presentation skillsadaptabilitycommunicationself-managementtechnical discoveryclient engagementfeedback translationproblem-solvingcollaborationpersuasion
Certifications
CPAEAJDLLM