Product Manager - Tax Expert Job at Additive AI (San Francisco)

Corporate Tax Manager

We are offering an exciting opportunity for a Corporate Tax Manager in the Real ...

Location

United States , Charlotte

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Possession of a Certified Public Accountant (CPA) license is mandatory
A minimum of 7 years of relevant experience in the field of corporate tax management
Demonstrable proficiency in utilizing CCH Sales Tax software
Extensive knowledge and experience in working with compliance software
Proven experience in preparing and managing Annual Income Tax Provision
Familiarity with and understanding of FS Real Estate Fund industry is essential
Previous experience in Fund Accounting is a significant advantage
Strong adherence and commitment to compliance and regulatory guidelines

Job Responsibility

Act as the company's tax expert and liaison, coordinating tax responsibilities between internal teams and maintaining relationships with external tax advisors
Manage corporate tax compliance, planning, and strategizing
Enhance fund structuring to ensure investor tax efficiency, operational viability, and cost control
Collaborate with investor tax teams, particularly with non-domestic capital, to support capital raising efforts
Take the lead in REIT planning and operations, ensuring compliance and overseeing testing performed by external accounting firms
Research and implement tax strategies for future products and legislative changes
Provide support to asset management on various tax issues, coordinating with external tax advisors
Evaluate the tax impact on transactions and ensure deal teams are well-informed on key issues

What we offer

Medical, vision, dental, and life and disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Tax Senior/Tax Manager

The Tax Senior/Tax Manager will review tax preparation work by staff and will in...

Location

United States , Aiken

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Ensure accurate tax planning and preparation
Review and correct tax returns, ensuring compliance and accuracy
Manage payroll and 1099s, ensuring all tax aspects are covered
Handle sales tax returns comprehensively
Provide financial advice to clients, fostering trust and long-term relationships
Use accounting software systems like Pro Series for efficient work output
Conduct audits and monitor accounting functions to ensure best practices
Oversee and ensure accurate annual income tax provision
Manage federal income tax return processing and compliance
Assist with entity formation, providing expert advice and guidance

Job Responsibility

Ensure accurate tax planning and preparation
Review and correct tax returns, ensuring compliance and accuracy
Manage payroll and 1099s, ensuring all tax aspects are covered
Handle sales tax returns comprehensively
Provide financial advice to clients, fostering trust and long-term relationships
Use accounting software systems like Pro Series for efficient work output
Conduct audits and monitor accounting functions to ensure best practices
Oversee and ensure accurate annual income tax provision
Manage federal income tax return processing and compliance
Assist with entity formation, providing expert advice and guidance

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Fulltime

Tax Operations Expert

We are seeking a skilled Tax Operations Analyst to join our Europe Wealth Client...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

A good track record of experience in a tax-related area
Good understanding of tax reporting and operational tax processes
Good understanding of Cash & Stock Reconciliations
Swift notifications knowledge - MT599, MT546, MT568, MT566
Corporate actions & income payments experience in EMEA and US markets
Experience in Tax Operations/ Tax Reclaims and/or Tax Technology organizations
Knowledge about the Double Tax Treaty Agreements, International Taxation, Custody Operations, Relief at source and reclaim
Experience in Tax Operations (Direct/Indirect Tax, Withholding TAX, Goods and Services Tax, Trading Tax etc.)
Good understanding of Investments and capital market products as well as trade execution and settlement processes
Strong multi-tasking, organizational and time management skills

Job Responsibility

Ensure compliance with local tax regulations
Prepare non-US tax reports covering multiple jurisdictions and products
Expertise in Tax Reclaim services
Manage critical tax-related issues & remediation activities
Provide first-level support for inquiries from client advisors
Support the global implementation of Tax projects
Analyze tax transaction withholding processes
Streamline process inconsistencies, mitigate risks, and maintain comprehensive process documentation
Ensure timely escalation of issues
Collaborate closely with Business and Technology partners to identify gaps and drive process improvements

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Product Manager — Investor Experience

As PM for Experience, you’ll do the figuring-out and the building: turn our syst...

Location

Estonia , Tallinn

Salary:

Not provided

Conclusive Financial

Expiration Date

Until further notice

Requirements

Passion for investing: you are building this product for yourself and then for the rest of the Europe
Proven product management experience shipping customer experiences in fintech or another regulated domain
Regulatory intuition: translate compliance/tax/disclosure requirements into product logic, copy, and UI states
Strong UX judgment: you sweat copy, states, edge cases—and keep both beginner and expert paths clean and fast
Interest for AI and technology: comfortable with data, models, queries and systems
Analytical mindset: define meaningful metrics and make evidence-based calls
Customer & market sense: craft propositions that resonate with different European customer segments and needs

Job Responsibility

Figure it out → Ship it: Understand customer needs, regulatory realities, market landscape, and consumer insight into clear product propositions—then deliver them
Craft world-class journeys: own flows and details that build confidence and speed
Serve every skill level: build beginner pathways with guidance and guardrails, while keeping expert workflows fast and flexible—no bloat, just value
Localise for real markets: incorporate tax logic, languages, products, and UX localisation so the product feels native per country
Lead cross-functionally: partner tightly with Design and Engineering to scope, prioritise, and ship
balance craft with delivery
Decide with evidence: talk to customers
measure the performance
prove what works, kill what doesn’t
Raise the bar: set and enforce standards for clarity, performance, accessibility, trust signals, and consistency across core surfaces

What we offer

A competitive startup package with stock options that vest monthly after a one-year cliff
Brand new office in Tallinn (Kalamaja)
Flexible working hours
A flexible approach to working remotely
Private health insurance
All the usual office facilities, including free tea, coffee & snacks
Dog-friendly office
Cycling or running to work? We’ve got bike parking and showers

Product Manager — Investor Experience

We’re on a mission to make investing better for everyone in Europe. More specifi...

Location

United Kingdom , London

Salary:

Not provided

Conclusive Financial

Expiration Date

Until further notice

Requirements

Passion for investing: you are building this product for yourself and then for the rest of the Europe
Proven product management experience shipping customer experiences in fintech or another regulated domain
Regulatory intuition: translate compliance/tax/disclosure requirements into product logic, copy, and UI states
Strong UX judgment: you sweat copy, states, edge cases—and keep both beginner and expert paths clean and fast
Interest for AI and technology: comfortable with data, models, queries and systems
Analytical mindset: define meaningful metrics and make evidence-based calls
Customer & market sense: craft propositions that resonate with different European customer segments and needs

Job Responsibility

Figure it out → Ship it: Understand customer needs, regulatory realities, market landscape, and consumer insight into clear product propositions—then deliver them
Craft world-class journeys: own flows and details that build confidence and speed
Serve every skill level: build beginner pathways with guidance and guardrails, while keeping expert workflows fast and flexible—no bloat, just value
Localise for real markets: incorporate tax logic, languages, products, and UX localisation so the product feels native per country
Lead cross-functionally: partner tightly with Design and Engineering to scope, prioritise, and ship
balance craft with delivery
Decide with evidence: talk to customers
measure the performance
prove what works, kill what doesn’t
Raise the bar: set and enforce standards for clarity, performance, accessibility, trust signals, and consistency across core surfaces

What we offer

A competitive startup package including tax-advantaged EMI stock options that vest monthly after a one-year cliff
Offices in central London (Old Street)
Flexible working hours
A flexible approach to working remotely
Private health insurance
Enhanced parental leave
All the usual office facilities, including free tea, coffee & snacks
Dog-friendly office
Quarterly international team events

Senior Tax Operations Expert

We are seeking a detail oriented and solutions-driven senior tax operations expe...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

A good track record of experience in tax operations, indirect tax compliance, or regulatory reporting in financial services
Working knowledge of UK and Europe VAT regulations, understanding of EU e-invoicing, ViDA or SAF-T frameworks is a plus
Familiarity with U.S. client tax documentation (W-8, W-9) and FATCA requirements
Proven track record of managing cross border teams and working with global tax, legal, finance and technology partners
Hands on experience with tax audits, remediation programs and process risk management
Knowledge about the Double Tax Treaty Agreements, International Taxation, Custody Operations, Relief at source and reclaim
Senior to advanced level experience in a related role with appropriate experience in people management preferred
Strong multi-tasking, organizational and time management skills with experience in continuously following up with various stakeholders and execution teams
Ability to take initiative, self-motivate and consistently demonstrate a results-driven mindset
Strong analytical skills with the ability to conduct detailed analyses of complex tax processes

Job Responsibility

Manage client tax operations across the UK, EMEA cluster, including accurate tax reconciliations and reporting
Ensure compliance with local tax legislations and internal polices
Liaise with in-country corporate tax and legal teams to operationalize new or changing VAT/GST rules
Assist in the interpretation and implementation of regulatory requirement such as EU ViDA, SAF-T, and local e-invoicing mandates
Govern tax operations services provided by shared service centers (CSC), ensuring consistent standards, service quality and strong control frameworks
Represent the region in global tax governance forums, driving alignment with enterprise tax strategies
Partner with local corporate tax & finance teams to monitor, interpret and operationalize changes in VAT/GST legislations
Engage with local tax authorities, manage operational audits, and oversee regulatory submission and inquires
Collaborate with cross functional stakeholders (Finance, product, tech, legal) to drive digital tax transformation and enhance process efficiency
Identify, assess, and mitigate operational and tax risks through proactive controls, timely escalations and remediation efforts

What we offer

Exposure to a wide range of internal stakeholders as well as to senior management
Excellent global career growth opportunities
International and multicultural work environment
Management supporting balanced and agile work (flexible working hours, home office)
A chance to make a difference with various affinity networks and charity initiatives
Attractive benefits package

Fulltime

Seasonal French Bilingual Tax Expert

Ready for a new seasonal opportunity with the #1 tax software company in Canada?...

Location

Canada

Salary:

24.50 - 33.50 CAD / Hour

Intuit

Expiration Date

Until further notice

Requirements

Minimum of 2+ years of paid professional tax preparation experience
Must provide CRA RepID (representative identifier) upon successful onboarding
Experience utilizing professional tax software to prepare and file personal tax returns, including those with complex elements such as employment, self-employment, rental income, investments, T1135 forms, foreign income, and various credits and deductions
Passionate about helping clients navigate the complexities of taxation
Excellent customer service skills
Willing and available to work a flexible schedule with a minimum of 20 hours per week
Proficiency in both English and French
Tax Expertise - Demonstrates a fundamental understanding of tax laws and concepts
Effective Communication - Uses written and verbal communication skills to provide quality service
Complex Problem Solving - Demonstrates commitment to understanding customer problems

Job Responsibility

Help customers complete their taxes using Intuit TurboTax products
Provide tax guidance and review personal tax returns for customers completing their tax return on their own
Full service return preparation
Manage product/software inquiries
Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer
Use state of the art video communication software to interact with customers
Document interactions to maintain accurate records

What we offer

Employee Assistance Program
Product discounts and free copy of TurboTax Live
Free equipment for virtual offices
Flexible scheduling options
Employee stock purchase plan
Paid time off
Eligible for a cash bonus, equity rewards and benefits

Parttime

Manager, R&D Claim Enquiry & Resolution

This is a critical, high-impact role responsible for safeguarding the claims of ...

Location

United Kingdom , London

Salary:

Not provided

EmpowerRD

Expiration Date

Until further notice

Requirements

Proven experience (3+ years) in UK R&D Tax Relief, with significant exposure to managing and successfully resolving HMRC enquiries or compliance checks
Strong technical understanding of R&D tax legislation (including SME and RDEC schemes) and the Department for Science, Innovation and Technology (DSIT) guidelines on R&D for tax purposes
Demonstrable experience in managing complex projects or a high-volume case portfolio simultaneously
Excellent written and verbal communication skills, specifically the ability to articulate complex technical and financial concepts to both HMRC and non-tax professionals
Strong commercial acumen and a pragmatic approach to dispute resolution

Job Responsibility

Manage the end-to-end portfolio of all active HMRC R&D tax credit enquiries, ensuring all statutory deadlines and internal SLAs are met
Develop, implement, and execute robust enquiry defence strategies for complex claims, focusing on technical and financial justifications in line with UK R&D legislation (CTA 2009/HMRC Guidelines)
Own and lead direct written and verbal correspondence and negotiations with HMRC caseworkers (ISBC/WMBC/Large Business Compliance Teams) to achieve timely and favourable closure notices
Review and quality-assure all documentation and supporting evidence (technical narratives, project costing, payroll, contracts) provided to HMRC to ensure it is clear, comprehensive, and addresses specific compliance risks
Manage and cultivate a flexible bank of external expert contractors (e.g., specialist engineers, sector-specific consultants, legal counsel) who can provide specialised technical evidence and support during enquiries
Define scopes of work, manage budgets, and oversee the output of all third-party experts to ensure their contribution aligns with the overall resolution strategy
Lead the internal feedback loop by analysing trends, common errors, HMRC concerns, and legislative risks identified during enquiries
Develop and deliver training sessions to the Claim Delivery and Sales teams, embedding new learnings and best practices back into our claims process and technology product
Proactively refine and update internal methodology and technical guidance to mitigate future enquiry risk and ensure all new claims are resilient and compliant
Support in reviewing technical narratives of ongoing claims to align with enquiry learnings

What we offer

Competitive salary
generous holiday allowance
pension contribution
private healthcare
a commitment to continuous professional development

Fulltime

Product Manager - Tax Expert

Additive AI

Location:
United States , San Francisco

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 21, 2026

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Location:United States , San Francisco

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Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:February 21, 2026

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