Tax Planning Sales Engineer
Title: Senior Tax Planning Sales Engineer
Location: Hybrid- New York, Tempe, San Francisco
About Us
Wealth.com is the industry’s leading estate and tax planning platformTrusted by many of the largest names in global finance, Wealth.com combines proprietary AI with deep technical expertise to serve the needs of clients across the wealth spectrum. The company has been widely recognized for innovation and leadership, winning Top Estate Planning Technology and Top Estate Planning Implementation at the 2025 WealthManagement.com Industry Awards, being named the 2024 Best Technology Provider in the Trust category, and earning #1 in estate planning market share in the 2025 Kitces AdvisorTech Study.
Our team is fundamental to our standing as the leading wealth planning platform. We cultivate a collaborative and supportive environment, fostering innovation and making Wealth.com a truly enjoyable workplace. Wealth.com is proud to be certified as a Great Place to Work for 2025.
The Opportunity
At Wealth.com, we are building the future of multi-generational wealth strategy. As a Senior Sales Engineer, you will be the technical architect of our Tax Planning suite. You will lead the charge in Technical Validation—proving to the world’s most sophisticated RIAs, Enterprises, and Trust Companies that our platform doesn't just calculate taxes, it compounds value through intelligent automation and strategic modeling.
Key Responsibilities
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.
Who You Are
A Technical Subject Matter Expert: You possess deep "under-the-hood" knowledge of the U.S. tax code (Form 1040, W-2, and Schedule K-1 nuances).
Integration-Minded: You understand how data flows. You can speak confidently about API frameworks, data security/integrity, and how Wealth.com integrates with an advisor's existing tech stack (e.g., Salesforce, Orion, Black Diamond).
The "Builder" Mentality: You enjoy creating scalable processes. Whether it’s a new workflow for Capital Gains harvesting or a technical FAQ for a complex enterprise client, you build for the future.
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 araw, 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 & Perks
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.
Wealth is an equal opportunity employer and encourages people from all backgrounds to apply. Should you have a disability or special need that requires accommodation, please let us know.