Lavori attuali relativi a Fractional Tax - Bardi - Founders Factory

Engagement:Fractional (part time) consulting for the first months, with path to full-time post-financingStart:ASAPLocation:Milan or Remote (EU time zones)About WaypointWaypoint is building the AI platform for wealth managers, planners, and financial consultants serving HNWIs and their families.By automating research, modeling, and reporting, we replace fragmented workflows with a conversational AI co-pilot that enables clarity, compliance, and scale.We're now assembling a founding team to build the future of AI-native wealth advisory.The venture has some initial pre-seed funding from Founders Factory, and an experienced, passionate co-founding team (CEO and CTO), as well as the full-time build team from Founders Factory.Why this role existsWaypoint's mission is to empower wealth managers, financial consultants & private bankers to givepersonalized, timelyandholisticfinancial, succession planning & tax advice to customers - at scale.As a founding wealth planner, you'll translate real-world planning cases (succession structures, holding/trust/foundation setups, donations, family agreements, insurance wrappers, liquidity events, residence/tax domicile issues, etc.) into scenarios our AI will use to generate insights, recommendations, and client-ready narratives.Your expertise will shape our data models, product features, and go-to-market with banks, private banks, and financial consultants.What you'll do (first 6–12 months)Design the scenario engineDefine and prioritize alibrary of high-impact tax & succession planning scenarios(e.g., holding/fiduciary/trust/foundation structures; intergenerational transfers; donations; family agreements and governance; donations/advances; residence changes; insurance wrappers; liquidity events; administered vs. managed account implications for tax).Map advisory workflows intostructured inputs/outputs, data schemas, and decision trees that an AI system can reason over.Note:Operational portfolio management is not core —the focus is ontax/structuraldimensions and translating them into scenarios.Validate with the marketCo-lead discovery interviews and feedback rounds with wealth managers/planners/consultants, run pilots, gather feedback, and iterate quickly.BenchmarkAI outputs against human best practices; define accuracy and quality thresholds.Be our founding subject-matter partnerPartner with Product/CTO ondata sources, calculation logic, and evaluation metrics.Advise oncompliance, edge cases, and jurisdictional nuances; identify where human-in-the-loop is mandatory.Contribute totraining, testing, and refinementof the AI (prompting, evaluation rubrics, red-teaming, QA) to minimize hallucinations and ensure trustworthy advice.What success looks likeScenario library shipped:***** tax & succession planning scenarios with structured inputs/outputs and acceptance tests.Advisor-quality outputs:AI produces client-ready summaries, comparisons, and next-best actions that senior advisors rate = 8/10 for usefulness and clarity.What you bring5+ yearsin wealth planning/wealth management, private banking, ortax/succession advisoryfor HNWIs; deep command of succession/estate structures and family governance.Experiencebuilding scenariosacross vehicles and assets (insurance wrappers, holding/holdcos, trusts/foundations, corporate stakes, real estate, cross-border positions) andtranslating tax rulesinto computable logic.Succession & governance expertise:family agreements, donations, trusts/foundations, shareholder agreements, family charters; comfort with multi-jurisdiction cases.Founder mindset:bias to action, comfort with ambiguity, feedback-driven, energized by rapid iteration.Network:relationships in the Italian & EU wealth ecosystem are a plus.Languages:Italian and English (professional).Engagement model (pre-financing)Part-time consultant(e.g., 2–3 days/week) with clear milestones; option to convert to full-time withmeaningful equityafter the next round.Compensation:competitive day rate + advisor equity/options; conversion package discussed upfront.Deliverables cadence:fortnightly scenario packs, monthly pilot reviews, and a running backlog groomed with Product.How we workWeekly build-reviews, fast releases, evidence-based iteration.Strong documentation culture; "show, don't tell" demos with real (anonymized/synthetic) data.High ownership, low ego, and obsession with advisor and client trust.#J-*****-Ljbffr