Senior Tax Advisor – CPA, EA

This is a fully remote position, open to applicants in United States.

📋 Description

• Evaluate and provide advice on individual tax returns for clients dealing with intricate equity compensation, such as ISOs, NSOs, RSUs, and AMT considerations.

• Counsel clients on the tax ramifications of equity events like exercises, vesting, and sales, while identifying planning opportunities ahead of critical deadlines.

• Manage multi-state and high-net-worth tax filings, including clients whose net worth or equity assets surpass conventional mass-market thresholds.

• Collaborate with the CFP® team to ensure tax strategies and financial plans are aligned for every client.

• Oversee the complete Tax Pro service tax preparation process, from the collection of documents to the final filing.

• Assist in developing and enhancing internal Tax Pro procedures and documentation as the service expands.

• Keep abreast of changes in tax laws that impact equity compensation, AMT, and high-net-worth filings.

⛳️ Requirements

• Active CPA or Enrolled Agent (EA) certification.

• At least 4 years of experience in preparing complex individual tax returns involving substantial equity compensation.

• Direct experience with high-net-worth clients, including individuals or households that exceed typical mass-market net worth levels.

• Familiarity working with clients from technology and startup sectors, particularly in pre-IPO equity contexts.

• Capacity to convey complex tax issues in straightforward language to clients without a tax background.

• Strong attention to detail and a commitment to accuracy and deadlines.

• Ability to work autonomously in a remote, dynamic startup environment.

• Prior experience with a Big 4 or national accounting firm.

• Experience in a tech company, fintech, or a firm that caters to tech employees and founders.

• Knowledge of QSBS, 83(b) elections, or 10b5-1 plans.

• Experience preparing multi-state returns for remote or relocating employees.

🏝️ Benefits

• Remote-first company structure.

• Medical, dental, and vision coverage.

• 401(k) retirement plan.

• Mental wellbeing support (Talkspace).

• Financial wellbeing resources (LearnLux).

• Paid vacation and sick leave.

• Paid sabbatical after 5 years of service.

• A supportive and inclusive team culture.

• Opportunities for continuous learning and growth at a rapidly expanding startup at the forefront of financial wellness and technology.