Job Description

**What You Will work on**
• Define Product tax-aware portfolio optimization product strategy and roadmap
• Build product requirements for tax impact review, tax-aware rebalancing,
tax- loss harvesting candidate detection, wash sale risk alerts, and holding
period awareness
• Define how tax-related insights appear in Portfolio Optimization, Risk
Review, and Decision Center workflows
• Translate U.S. investment tax concepts into clear product logic, data
requirements, and user-facing explanations
• Work with engineering and data teams to define requirements for cost basis,
tax lots, acquisition date, realized / unrealized gain-loss, transaction
history, holding period, and account type data

**Qualifications Required** Mandarin Prefer
• 5+ years of product, tax product, brokerage product, investment operations,
or financial product experience
• Strong understanding of U.S. investment tax concepts such as capital gains /
losses, cost basis, tax lots, holding periods, realized / unrealized gains,
and wash sale rules
• Experience working with taxable brokerage accounts, investment account data,
brokerage reporting, portfolio management tools, or wealth management products
• Ability to translate tax and investment concepts into product requirements,
user workflows, decision logic, and data requirements