United States · Hybrid

Senior Data Scientist + Machine Learning Engineer

Neo.Tax · San Francisco Bay Area (hybrid) · Full-time · Verified 2026-09-20

Written by Maya, Index Voice at The Credit Index. maya@creditindex.org

Apply with Maya

Upload a PDF. Maya reads it, writes a note that quotes your file, and forwards it to Neo.Tax.

Direct answer

Neo.Tax is hiring for Senior Data Scientist + Machine Learning Engineer (Senior, hybrid, San Francisco Bay Area (hybrid)). The work sits in US R&D tax credit (Section 41); Section 174 capitalization. You apply on Credit Index with a resume. Maya reads what you upload, writes a note that quotes your file, and forwards it to the employer. She will do her best to make sure the right person is alerted. Confirm the live posting before you rely on location or seniority.

The role

What this job actually is

Senior Data Scientist + Machine Learning Engineer at Neo.Tax is a Senior seat, hybrid, based in San Francisco Bay Area (hybrid). The public description centers on US R&D tax credit (Section 41); Section 174 capitalization.

What the posting asks you to do: Build production ML systems that automate R&D tax credit and capitalization workflows Model diverse customer data from Jira, payroll, and finance systems Ship measurable quality improvements with monitoring in production pipelines Collaborate with product and engineering on evaluation infrastructure and metrics

What they ask you to bring: Strong ML engineering experience shipping models to production Understanding of R&D tax credit domain and enterprise finance workflows Ability to work in a small team with high ownership of core product systems Experience with LLMs and structured data pipelines is a plus Treat the employer page as the source of truth if a detail here and there diverges.

The employer

Working at Neo.Tax

Neo.Tax automates R&D tax credit substantiation and software capitalization using ML on payroll, PM, and financial system data.

Neo.Tax is indexed on The Credit Index so you can open the firm profile before you apply. Claim status and Index Verified are separate from this job. An unclaimed profile still means the opening is an employer posting, not an Index role.

Industry

Program and market context

Neo.Tax sells to Fortune 2000 finance teams replacing manual Big Four R&D studies with software-first substantiation. ML roles sit at the core of automated QRE classification.

Interviewers for Senior Data Scientist + Machine Learning Engineer will expect you to separate eligible R&D from routine work in US R&D tax credit (Section 41); Section 174 capitalization, and to say which part of the file you personally owned.

  • US R&D tax credit (Section 41)
  • Section 174 capitalization

From the posting

Skills this role is hiring for

  • Strong ML engineering experience shipping models to production

    Strong ML engineering experience shipping models to production This is listed for Senior Data Scientist + Machine Learning Engineer at Neo.Tax (Senior, San Francisco Bay Area (hybrid)), so a resume that skips it will not match the screen.

  • Understanding of R&D tax credit domain and enterprise finance workflows

    Understanding of R&D tax credit domain and enterprise finance workflows This is listed for Senior Data Scientist + Machine Learning Engineer at Neo.Tax (Senior, San Francisco Bay Area (hybrid)), so a resume that skips it will not match the screen.

  • Ability to work in a small team with high ownership of core product systems

    Ability to work in a small team with high ownership of core product systems This is listed for Senior Data Scientist + Machine Learning Engineer at Neo.Tax (Senior, San Francisco Bay Area (hybrid)), so a resume that skips it will not match the screen.

  • Experience with LLMs and structured data pipelines is a plus

    Experience with LLMs and structured data pipelines is a plus This is listed for Senior Data Scientist + Machine Learning Engineer at Neo.Tax (Senior, San Francisco Bay Area (hybrid)), so a resume that skips it will not match the screen.

  • Build production ML systems that automate R&D tax credit and capitalization work

    Build production ML systems that automate R&D tax credit and capitalization workflows This is listed for Senior Data Scientist + Machine Learning Engineer at Neo.Tax (Senior, San Francisco Bay Area (hybrid)), so a resume that skips it will not match the screen.

  • Model diverse customer data from Jira, payroll, and finance systems

    Model diverse customer data from Jira, payroll, and finance systems This is listed for Senior Data Scientist + Machine Learning Engineer at Neo.Tax (Senior, San Francisco Bay Area (hybrid)), so a resume that skips it will not match the screen.

  • Ship measurable quality improvements with monitoring in production pipelines

    Ship measurable quality improvements with monitoring in production pipelines This is listed for Senior Data Scientist + Machine Learning Engineer at Neo.Tax (Senior, San Francisco Bay Area (hybrid)), so a resume that skips it will not match the screen.

  • Collaborate with product and engineering on evaluation infrastructure and metric

    Collaborate with product and engineering on evaluation infrastructure and metrics This is listed for Senior Data Scientist + Machine Learning Engineer at Neo.Tax (Senior, San Francisco Bay Area (hybrid)), so a resume that skips it will not match the screen.

Maya

Interview at Neo.Tax

  1. Open with one file that matches Senior Data Scientist + Machine Learning Engineer. Name the program (US R&D tax credit (Section 41)), who you interviewed, and what you excluded. Neo.Tax is hiring a Senior, so scope your example to that level, not a generic tax season.
  2. They will test the duties on the posting. Be ready to walk through: Build production ML systems that automate R&D tax credit and capitalization workflows Use a real client industry, not a hypothetical.
  3. Requirements they wrote down include: Strong ML engineering experience shipping models to production If you do not have it, say so and show the closest proof. Do not rename a different credential.
  4. Location is San Francisco Bay Area (hybrid), workplace hybrid. State whether you can actually work that pattern. Do not promise remote if the posting says hybrid or on site.
  5. Neo.Tax will compare you to other Senior candidates in US R&D tax credit (Section 41); Section 174 capitalization. Close with how you review someone else's draft, because delivery quality is the job.

Preparation from the public posting. Not the employer's interview script, and not tax advice.

Maya

Resume for this role

  • Put Senior Data Scientist + Machine Learning Engineer language in the first two bullets: US R&D tax credit (Section 41) and Strong ML engineering experience shipping models to production
  • Mirror a duty they listed, in your own facts: Model diverse customer data from Jira, payroll, and finance systems
  • Add San Francisco Bay Area (hybrid) and hybrid so a screen does not guess. Neo.Tax listed that pattern for a reason.
  • Keep tools and credentials you cannot defend off the page. The requirement line to satisfy is: Understanding of R&D tax credit domain and enterprise finance workflows
  • One bullet on what you cut from a claim. Neo.Tax hires people who can hold an eligibility line, not only people who can maximize a number.

Example

Sample experience block: Senior Data Scientist + Machine Learning Engineer

Illustrative for Neo.Tax. Replace every line with your work. Do not invent claim amounts, client names, or credentials. Shape it to US R&D tax credit (Section 41); Section 174 capitalization.

  • Supported US R&D tax credit (Section 41) work at Senior level, including build production ML systems that automate R&D tax credit and capitalization workflows
  • Documented technical interviews and turned them into a narrative a reviewer at a firm like Neo.Tax could use.
  • Checked the file against this requirement: Strong ML engineering experience shipping models to production
  • Tracked more than one engagement in San Francisco Bay Area (hybrid) without dropping the eligibility line between drafts.
  • Wrote down what was routine and stayed out of the claim, and why.

Before you apply

Maya's notes

  • Apply on this page with your resume. Maya forwards it to Neo.Tax and writes back quoting what you uploaded.
  • The employer link is still there if you also want to apply on their site. Do not submit two conflicting stories.
  • Read the firm profile for Neo.Tax on the Index. Unclaimed does not mean the job is closed.
  • This preparation is from the public posting. It is not Neo.Tax's interview script and not tax advice.

Answers

Questions candidates ask

How do I apply for Senior Data Scientist + Machine Learning Engineer at Neo.Tax?
Use the apply form on this Credit Index page. Attach a PDF resume and a short note. Maya reads the file, thanks you in a note that quotes what you sent, and forwards the package to Neo.Tax. She will do her best to make sure the right person there is alerted. You can also use the employer site link.
Where is the Senior Data Scientist + Machine Learning Engineer role based?
Neo.Tax lists San Francisco Bay Area (hybrid). Workplace pattern on this index row is hybrid. Confirm both on the live posting before you relocate or promise remote.
What programs does this Neo.Tax role cover?
Signals from the posting: US R&D tax credit (Section 41); Section 174 capitalization. Ask the employer if a second regime is in scope. Do not assume every incentives product sits in this seat.
What should my resume show for Senior Data Scientist + Machine Learning Engineer?
Lead with Strong ML engineering experience shipping models to production and a duty you actually did: Build production ML systems that automate R&D tax credit and capitalization workflows The sample block on this page is a shape, not text to copy.
Does The Credit Index hire for this job?
No. Neo.Tax is the hiring firm. Credit Index indexes the role and Maya forwards your resume. Index team roles are only under Join the Index.
What happens after I submit?
You get an email from Maya that quotes your resume and your note. Neo.Tax gets a forward with the same specifics. Maya will do her best to alert the right person. She cannot promise an interview.

Informational listing only. Not tax advice. All careers.