Sr Tax Planning Sales Engineer

Position: Sr Tax Planning Sales Engineer
Location: Remote
Duration: Perm Placement
Job ID: 174735

Job Overview:
We are building the future of multi-generational wealth strategy. As a Senior Sales Engineer, you will serve as the technical architect of a comprehensive Tax Planning suite. You will lead technical validation—demonstrating to sophisticated RIAs, enterprises, and trust companies that the platform goes beyond tax calculations to deliver value through intelligent automation and strategic modeling.

Responsibilities:

• Lead deep-dive technical demonstrations of the platform, highlighting multi-state tax scenario modeling, automated tax strategy workflows, and side-by-side comparative analysis.
• Conduct discovery sessions with prospective advisory and enterprise clients to understand current tax planning workflows and identify how an AI-driven SaaS solution can replace fragmented tools.
• Help advisors visualize complex outcomes, such as the impact of Qualified Small Business Stock (QSBS), Roth conversions, and multi-generational gifting strategies on client estates.
• Manage technical components of RFP/RFI responses and assist with security questionnaires for enterprise-level deployments.
• Serve as a liaison between the market and the product team, translating advisor insights into actionable requirements for future tax and estate planning enhancements.

Qualifications:

• Deep knowledge of the U.S. tax code, including Form 1040, W-2, and Schedule K-1 complexities.
• Strong understanding of data flow, API frameworks, data security, and system integrations within an advisor’s existing technology ecosystem.
• Passion for creating scalable processes—whether developing workflows for capital gains strategies or building technical resources for enterprise clients.
• 5+ years of experience in Sales Engineering, Solutions Architecture, or advanced Tax Planning (CPA, EA, or JD/LLM strongly preferred).
• Strong background in tax planning for high-net-worth individuals.
• Proven track record leading technical validation in complex B2B or fintech sales cycles.
• Exceptional presentation skills with the ability to translate complex scenarios into a clear, compelling technical vision.
• Adaptability in high-growth environments with the ability to self-manage and pivot as product capabilities evolve.
• Excellent communication skills, with the ability to explain complex tax and legal concepts clearly to both technical teams and business executives.

Benefits & Perks:

• Competitive salary.
• Hybrid work arrangement in select metro areas; otherwise fully remote, with periodic in-person team gatherings.
• Comprehensive medical, dental, and vision insurance options.
• Company-paid life and disability insurance.
• Paid parental leave.
• Equity participation.
• 401(k) with company match and immediate vesting.
• Flexible PTO, including paid holidays and birthday time off.

About PTR Global: PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit www.ptrglobal.com

At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:

• Pay any fee to be considered for, submitted to, or selected for any opportunity.
• Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
• Provide sensitive financial information such as credit card numbers or banking information. Successfully placed or hired candidates would only be asked for banking details after accepting an offer from us during our official onboarding processes as part of payroll setup.

Pay Range: $175k - $185k

The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.

If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at +1 214-740-2424. To report any concerns, please email us at [email protected]

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