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
Direct answer
Neo.Tax is hiring for Senior Data Scientist + Machine Learning Engineer (Senior, hybrid, San Francisco Bay Area (hybrid)). The seat sits in US R&D tax credit (Section 41); Section 174 capitalization. This page covers what the posting actually asks for, how Neo.Tax tends to interview for it, and how to shape a resume for this file. Apply here with a PDF and Maya will forward it with a note that quotes what you uploaded.
The role
What this job actually is
Senior Data Scientist + Machine Learning Engineer is a Senior role at Neo.Tax, hybrid, based in San Francisco Bay Area (hybrid). The public description centers on US R&D tax credit (Section 41); Section 174 capitalization.
Day-to-day signals from the posting:
- 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:
Treat the employer page as source of truth if a detail here and there diverges.
- 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
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 has a firm profile on The Credit Index. Claim status and Index Verified are separate from this opening. An unclaimed profile still means this 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.
For Senior Data Scientist + Machine Learning Engineer, interviewers will expect you to separate eligible R&D from routine work under US R&D tax credit (Section 41), 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
Listed as a requirement for Senior Data Scientist + Machine Learning Engineer at Neo.Tax. Put a concrete proof bullet above the fold, not only the phrase.
Understanding of R&D tax credit domain and enterprise finance workflows
Listed as a requirement for Senior Data Scientist + Machine Learning Engineer at Neo.Tax. Put a concrete proof bullet above the fold, not only the phrase.
Ability to work in a small team with high ownership of core product s…
Listed as a requirement for Senior Data Scientist + Machine Learning Engineer at Neo.Tax. Put a concrete proof bullet above the fold, not only the phrase.
Experience with LLMs and structured data pipelines is a plus
Listed as a requirement for Senior Data Scientist + Machine Learning Engineer at Neo.Tax. Put a concrete proof bullet above the fold, not only the phrase.
Build production ML systems that automate R&D tax credit and capitali…
This duty appears on the Neo.Tax posting for Senior Data Scientist + Machine Learning Engineer. Your resume should show when you personally owned it.
Model diverse customer data from Jira, payroll, and finance systems
This duty appears on the Neo.Tax posting for Senior Data Scientist + Machine Learning Engineer. Your resume should show when you personally owned it.
Ship measurable quality improvements with monitoring in production pi…
This duty appears on the Neo.Tax posting for Senior Data Scientist + Machine Learning Engineer. Your resume should show when you personally owned it.
Collaborate with product and engineering on evaluation infrastructure…
This duty appears on the Neo.Tax posting for Senior Data Scientist + Machine Learning Engineer. Your resume should show when you personally owned it.
Maya
Interview at Neo.Tax
- Open with one real engagement that matches Senior Data Scientist + Machine Learning Engineer. Name US R&D tax credit (Section 41), who you interviewed, and one thing you excluded from the claim. Scope the story to Senior work, not a generic busy season.
- Walk a duty they listed: Build production ML systems that automate R&D tax credit and capitalization workflows. Use a real client industry. Do not invent a hypothetical.
- If you lack Strong ML engineering experience shipping models to production, say so and show the closest proof. Do not rename a different credential.
- Confirm San Francisco Bay Area (hybrid) and hybrid out loud. Do not promise remote if the posting says hybrid or on site.
- Close on how you review someone else's draft. Delivery quality is the job at Neo.Tax.
Preparation from the public posting. Not the employer's interview script, and not tax advice.
Maya
Resume for this role
- Lead the first two bullets with US R&D tax credit (Section 41) and a concrete proof line tied to Strong ML engineering experience shipping models to production. Screeners for Senior Data Scientist + Machine Learning Engineer rarely read past the fold.
- Mirror a posted duty in your own facts, not their wording: Model diverse customer data from Jira, payroll, and finance systems.
- State San Francisco Bay Area (hybrid) and hybrid near the top so a screen does not guess. Neo.Tax listed that pattern on purpose.
- Drop tools and credentials you cannot defend in a live interview. Weak claims hurt more than an honest gap for Senior Data Scientist + Machine Learning Engineer.
- Add 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 for Senior Data Scientist + Machine Learning Engineer
Illustrative shape for Neo.Tax. Replace every line with your work. Do not invent claim amounts, client names, or credentials.
- 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
- Ran technical interviews and turned them into a narrative a reviewer at a firm like Neo.Tax could use.
- Checked each draft against Strong ML engineering experience shipping models to production.
- Kept more than one live engagement in San Francisco Bay Area (hybrid) without dropping the eligibility line between files.
- Wrote down what stayed out of the claim, and why.
Before you apply
Maya's notes
- Apply on this page with a text-based PDF. Maya reads the file, writes back quoting what you uploaded, and forwards the package to Neo.Tax.
- Add a short note if something important is not on the resume. She will carry that line into the forward.
- You can also use the employer site link. Keep one consistent story if you apply both ways.
- Open the Neo.Tax firm profile on the Index before you apply. Unclaimed does not mean the job is closed.
Answers
Questions candidates ask
- How do I apply for Senior Data Scientist + Machine Learning Engineer at Neo.Tax?
- Use Apply with Maya on this page. Attach a PDF and an optional note. Maya quotes what you sent, forwards the resume to Neo.Tax, and does her best to alert the right person. The employer decides next steps. You can also use the original posting link.
- Where is this Neo.Tax 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 role cover?
- Signals from the posting: US R&D tax credit (Section 41); Section 174 capitalization. Ask the hiring team if a second regime is in scope. Do not assume every incentives product sits in this seat.
- What should my resume emphasize?
- Lead with Strong ML engineering experience shipping models to production and a duty you actually owned: Build production ML systems that automate R&D tax credit and capitali…. 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. Roles on The Credit Index team 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 and the PDF. Maya will do her best to alert the right person. She cannot promise an interview.
Informational listing only. Not tax advice. All careers.