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Tax Insights Associate
Blue J Legal · United States
Pay
Not listed
Setting
On-site
Tax Insights Associate
Anywhere in the United States
Legal Research
Remote
Full-time
About Blue J
Blue J is the leading generative AI solution for tax professionals and one of Canada's fastest-growing AI companies. Headquartered in Toronto, we're a high-growth B2B SaaS company building industry-leading tax research software that helps accountants find accurate answers to complex tax questions with greater speed and confidence.
Backed by a $122M USD Series D funding round, we're scaling rapidly across North America and the UK while continuing to push the boundaries of what's possible with AI. By combining advanced technology with deep tax expertise, we empower tax professionals to work more efficiently, make better decisions, and deliver greater value to their clients.
A Note on Location
This role is primarily remote, with the expectation of occasional in-person meetings at our Toronto office and possible rare travel for conferences. Candidates based anywhere in the United States are welcome to apply.
The Opportunity
This is a unique opportunity to research, draft, and refine practitioner-facing articles for Blue J's growing content library, covering the full breadth of US tax law, with an eye toward providing additional context and insights on high demand topics. Working with AI tools built specifically for this purpose, you'll typically produce multiple federal tax-related articles or other content pieces per week, to be included in the Blue J content database.
We're looking for a US Tax Lawyer or CPA with experience in US federal tax who is excited about what AI can do for the tax profession and wants to be part of building it. In this role, you will be instrumental in building out a new internal product function from the ground up. If you're a tax person who's excited about technology and wants to do something genuinely different with your expertise, we'd love to meet you.
We’re a team of passionate, driven, and friendly people all working towards the same goal, and are excited to welcome a new Tax Insights Associate to our team!
What You'll Be Doing
- Tax Research and Writing: Research, draft, and edit multiple practitioner-facing US tax articles per week, covering areas such as corporate tax, individual tax, deductions, credits, S corporations, partnerships, trusts, exempt organizations and more. You will adapt quickly to researching, understanding and summarizing questions across multiple areas of tax law; evaluate sources for accuracy and currency; efficiently analyze source documents to support your analysis; and assess the quality and accuracy of AI-generated tax analysis. You'll work with AI tools throughout, and will take ownership of accuracy and quality before articles go to your manager for final review.
- Validation: Perform technical review on articles produced by other contributors, checking for accuracy, currency, and alignment with Blue J's content standards. A key part of the role is helping us maintain a high bar as the Blue J content library scales.
- Process Awareness: You will apply your understanding of tax firm workflows to help align our product with real-world use cases. This insight will be critical in refining our solution for broader adoption.
- Teamwork: You will use your tax knowledge to work with other experienced tax professionals, and alongside a team of analysts and data scientists to develop and improve our AI tools. You will build strong relationships with the entire tax research team and the data science team, working collaboratively and learning from each other. You will thrive in our environment where diverse thoughts are welcome and innovation is encouraged. Experience in machine learning and data science is not necessary – just an open mind and an eagerness to collaborate.
- Strategic Thinking: As an early member of this content function, you'll have real influence over how it develops. We want someone who thinks critically about quality, coverage, and how we can continuously improve what we're building.
- Evolving based on customer needs: Our goal is to work in true partnership with our customer (tax professionals) by attending to their feedback, troubleshooting, and incorporating their recommendations to consistently and reliably add value. A key skill in this role is adaptability and openness to new ideas.
What You Offer Blue J
- JD or CPA designation.
- 3–7 years of professional experience in US federal tax — at a firm, in-house, government, or a tax-focused research or content role.
- Strong writing skills, with the ability to explain complex tax concepts clearly for a practitioner audience.
- Comfort using AI tools as part of your day-to-day workflow, and real enthusiasm for making it core to how you work.
- Ability to work independently, manage competing priorities, and consistently hit deadlines.
- Intellectual curiosity and a genuine interest in how technology can improve the tax profession — prior tech experience not required.
What We Offer You
- An exciting and rare opportunity to do something genuinely new with your tax expertise. We’re building a revolutionary tool from the ground up, and you will have a meaningful role in shaping what that looks like.
- A mission-driven culture where your work directly advances clarity, efficiency, and accessibility in tax research.
- Competitive base salary, stock options, and benefits designed to support you and your family.
- Flexibility in how you work: primarily remote, with occasional (2-4 times a year) travel to our Toronto office as needed.
- A collaborative, ambitious, and supportive team that values innovation, respect, and fun.
- The excitement of a fast-growing, well-funded company with clear momentum, and the resources to back bold initiatives.
The Core Values that Define Our Culture
- We are customer-focused
- We put the team interest before self-interest
- We are pleasant and playful
- We are open to better ideas
- We move fast and fix things
What to Expect in the Interview Process
We anticipate a high volume of applicants for this role and are excited to grow our team. A human will review each application and get back to you as soon as possible. We appreciate your patience and look forward to connecting with you!
Interview Process
- Step 1: Chat with Bailey, Talent Acquisition Manager
- Step 2: Meet with members from our Legal Research Team
- Step 3: Meet with Kim, Director of Tax Research, and Susan, VP of Tax Research
- Step 4: Take Home Case Study Submission
- Step 5: Meet Ben, our CEO
We believe our strength is built on diversity of thought, and encourage candidates from all backgrounds and experiences to apply. We value inclusiveness and are an equal opportunity employer. We do not discriminate based on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
We strive to create an inclusive and accessible hiring experience for all candidates. If you need any accommodations during the interview process, please let us know in your application. Our team is dedicated to providing the necessary support and making reasonable adjustments to ensure a smooth process for everyone.
How We Use AI in Our Hiring Process
To ensure transparency, we want candidates to know that Blue J uses AI-enabled tools within our applicant tracking system to help organize applications and highlight profiles that match the key requirements for each role.
AI does not make hiring decisions.
Every application is reviewed by a member of our Talent team, and all decisions throughout the process are made by humans.
We use these tools to support efficiency and consistency, not to replace human judgment and we’re committed to a fair, thoughtful, and equitable experience for every candidate.
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Req ID: HC-006
Listed by Blue J Legal for a position based in the United States. Employers on this board attest they are hiring domestically.
Vice President, Sales
Blue J Legal · USA
Pay
Not listed
Setting
On-site
About Blue J
Blue J is the leading generative AI solution for tax professionals. As a B2B SaaS company, our customers are accountants and tax experts who rely on our market-leading software to deliver fast, accurate, and defensible answers to complex tax questions. Today, we support over 5,000 customers across the tax and accounting space.
With the launch of our flagship generative AI product, we’ve consistently exceeded our revenue targets quarter over quarter and continue to accelerate our growth. Our product roadmap is ambitious, customer-focused, and designed to deliver exceptional value at speed.
Backed by our $122M USD Series D funding, we’re racing ahead with an exciting product roadmap and are looking for Vice President, Sales to support our growth. Reporting directly to our CRO, this role will own both new logo and expansion motions while partnering closely with the broader GTM team to build repeatable processes, hire and develop talent, and deliver predictable ARR growth.
A Note on Location
We’re excited to meet with qualified candidates and are grateful for everyone’s interest. Candidates who are within driving distance of our Kitchener–Waterloo or Toronto offices will be expected to work from the office a couple of days each week. The role also includes occasional travel for industry events, trade shows, and conferences. All candidates must be eligible to work in Canada or the US.
The Opportunity
This is an exciting opportunity for a strategic sales leader who thrives in a growth-stage environment, with experience leading SMB and Mid-Market sales organizations, owning both new logo acquisition and customer expansion revenue, and developing high-performing teams.
You’ll oversee an organization currently consisting of approximately 20 team members, with plans to scale the function to roughly 40 people over the short-to-mid term as the business continues its rapid growth trajectory. You’ll play a key role in shaping and executing our go-to-market strategy, building scalable sales motions, and fostering a high-performing, customer-centric culture.
What You’ll be Doing
- Leadership development: Mentor and empower a team of 5 sales leaders responsible for both new business acquisition and customer expansion, fostering a high-accountability, high-performance culture centered around coaching, collaboration, and operational excellence.
- Build and scale: Grow the sales organization from ~20 to ~40 reps across new logo and expansion teams. Hire, onboard, and coach managers and individual contributors.
- GTM execution: Own strategy and execution for new logo acquisition and expansion motions.
- Revenue ownership: Own quota delivery for both new business and expansion; manage forecast, pipeline, win rates, ACV, and sales cycle.
- Process & enablement: Work with sales enablement to Implement scalable sales processes, playbooks, qualification framework, deal review cadence, and continuous training programs.
- Cross-functional leadership: Work tightly with Marketing on demand generation and ABM, RevOps on forecasting & tooling, CS on handoffs and expansion plays, and Product on roadmap inputs.
- Data & systems: Worth with SalesOps to define KPIs, dashboards, territory design, compensation plans, and CRM best practices to ensure data-driven decision making.
- Hiring & culture: Recruit high-performing, diverse teams and foster a coaching culture with strong accountability and collaboration.
- Customer focus: Participate in strategic deals and executive relationships; ensure exceptional buyer and customer experience.
Success Metrics & Key Performance Indicators
- ARR growth (new logo ARR + expansion ARR)
- Quota attainment and percent of reps hitting quota
- Pipeline coverage and velocity
- Average contract value (ACV) and deal size growth
- Win rate and sales cycle length
- Customer retention/expansion rate and Net Revenue Retention (NRR)
- Ramp time for new hires
- Forecast accuracy
What You Offer Blue J
- 10+ years in B2B SaaS sales leadership with progressive management experience; proven track record scaling teams up to 50+.
- Experience at high-growth startups (Series B–D) or hyper-scale companies is highly valued.
- Familiarity with enterprise procurement and security/compliance requirements is an asset.
- Demonstrated success leading both new logo and expansion/renewal motions.
- Experience selling AI/ML, data, or adjacent sophisticated SaaS solutions (or to technical buyers).
- Strong cross-functional collaboration with Marketing, CS, RevOps, Product and Partnerships.
- Hands-on leader: comfortable in the field with strategic deals and in building systems/processes.
- Data-driven, operationally rigorous (CRM, forecasting, comp design, KPIs).
- Experience hiring and developing frontline managers.
- Excellent communication and executive presence; experience managing C-level relationships.
- Comfortable in fast-paced, ambiguous environments and building structure quickly.
- You’re comfortable leveraging AI tools and emerging technologies to drive efficiency, improve workflows, and stay ahead of industry trends.
What We Offer You
- Lead a pivotal stage of growth at a product-driven AI SaaS company.
- Significant ownership over people, process, and revenue outcomes and the opportunity to build a best-in-class sales organization and influence company strategy.
- We are flexible! You'll be in-office a couple of times a week at our downtown Toronto or Kitchener–Waterloo offices to support team collaboration, with flexibility to work from home on the remaining days.
- We’re well-funded and offer competitive base salaries and stock options. You’ll play a crucial role in our growth, and it’s important to us that you share in our long-term success.
- We care about you as a whole person. You’ll have a healthy work/life balance and colleagues who respect it. We’ve mindfully put together a great benefits package that covers you and your family.
- We’ve got an amazing team. We’re mission-driven and motivated by success, but we’re friendly, we’re collaborative, and we care about each other.
- We’ve got all the start-up perks you’d expect, and are intentionally building a culture where you can pickleball if you want, feel safe to be yourself at work, and watch your career grow because your team has invested in you.
The Core Values that Define Our Culture
- We are customer-focused
- We put team over self
- We are pleasant and playful
- We are open to better ideas
- We move fast and fix things
What to Expect in the Interview Process
We anticipate a high volume of applicants for this role and are excited to grow our team. A human will review each application and get back to you as soon as possible. We appreciate your patience and look forward to connecting with you!
Interview Process
Step 1: Chat with Deb, our Director of Talent Acquisition
Step 2: Meet Sean, our CRO
Step 3: In-depth follow-up with Sean, our CRO
Step 4: Connect with Tina, President
Step 5: Presentation stage with Sean and other stakeholders
Step 6: Wrap up with Ben, our CEO
We believe our strength is built on diversity of thought, and encourage candidates from all backgrounds and experiences to apply. We value inclusiveness and are an equal opportunity employer. We do not discriminate based on race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
How We Use AI in Our Hiring Process
To ensure transparency, we want candidates to know that Blue J uses AI-enabled tools within our applicant tracking system to help organize applications and highlight profiles that match the key requirements for each role.
AI does not make hiring decisions.
Every application is reviewed by a member of our Talent team, and all decisions throughout the process are made by humans.
We use these tools to support efficiency and consistency, not to replace human judgment and we’re committed to a fair, thoughtful, and equitable experience for every candidate.
Compensation
This is a Level 7 in Blue J’s career level framework. We use levels to define the expected scope, autonomy, impact, decision-making, and experience for each role.
Final compensation will be set fairly and thoughtfully based on experience, expertise, and alignment with the role’s responsibilities. While all candidates are expected to bring directly relevant experience, the top of the range is typically reserved for individuals who demonstrate exceptional depth in the role’s core competencies, a strong track record of impact in similar environments, and the ability to operate with a high degree of autonomy from day one.
Listed by Blue J Legal for a position based in the United States. Employers on this board attest they are hiring domestically.
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