Legal Engineer - Tax

Legora Legora · Vertical AI · San Francisco, CA · Legal Engineering

The Legal Engineer - Tax role at Legora is a client-facing product specialist position focused on helping sophisticated tax and legal advisory teams maximize their use of Legora's AI-native platform. This role involves acting as a thought partner, managing client relationships, gathering user feedback for product development, delivering product demos and training, and educating clients on the impact and ROI of AI in professional services. The ideal candidate has a background in law or tax, ideally from a Big 4 firm, with a strong understanding of professional services operations and a curiosity for generative AI and technology implementation.

What you'd actually do

  1. Acting as a thought partner to tax partners, legal advisory leaders, and consulting teams - building trusted relationships, addressing tricky pain points, and identifying high-value opportunities for them to scale their use of Legora across service lines and jurisdictions.
  2. Working together with Go To Market and Customer Success in taking full ownership of client relationships - from running pilots with key practice areas, to onboarding new team members across tax, legal and consulting functions, and ultimately guiding firm-wide adoption across Big 4 and professional services firms.
  3. Be the voice of tax and legal advisory users inside Legora - sharing insights from tax structuring teams, regulatory advisory practices, and legal consulting functions that directly inform product development, roadmap priorities, and strategic direction.
  4. Delivering clear, confident product demos and training that bring the power of our platform to life - whether you're presenting to a tax partner, rolling out to a global advisory team, or training legal consulting professionals.
  5. Documenting best practices from leading professional services firms, contribute to the development of scalable playbooks, and help shape how we grow this function globally.

Skills

Required

  • Background in law or tax
  • Experience at a Big 4 firm or leading professional services practice
  • Tech-curious and product-savvy
  • Ability to communicate clearly and confidently with diverse stakeholders
  • Ability to bring structure to ambiguity and energy to complexity
  • Understanding of how to evaluate and improve existing processes as a direct result of new and emerging technologies
  • Proactive, self-directed, and comfortable juggling multiple client relationships

Nice to have

  • Experience in legal operations, innovation, or technology implementation within a professional services environment
  • Experience in legal tech or consultancy
  • Exposure to multiple service lines, jurisdictions, or innovation initiatives

What the JD emphasized

  • AI-native workspace
  • AI will impact different service lines
  • generative AI