Tax Expert

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

📋 Description

• Engage directly with clients, providing proactive tax insights throughout the year with a high-touch approach.

• Prepare, review, and file individual tax returns for high-net-worth households (with net worth ranging from $1M to $25M) along with associated business returns.

• Manage equity compensation planning, including ISO/NSO/RSU/ESPP, AMT crossover, 83(b) elections, QSBS, 409A valuations, secondary sales, and IPO/liquidity events.

• Contribute to the development of the Tax Brain by translating complex decisions into logical frameworks suitable for engineering; assess and refine AI-generated advice.

• Address unique tax scenarios such as AMT, wash sales, multi-state allocations, QSBS, and optimization of pass-through entities.

⛳️ Requirements

• Must possess an active CPA license with a minimum of 4 years of experience in individual taxation.

• Demonstrated experience with a high volume of 1040 tax returns being prepared, reviewed, and/or filed.

• In-depth knowledge of equity compensation for both private and public company employees.

• Proven experience in serving clients with net worth between $1M and $25M.

• A logical mindset, technological proficiency, a humble demeanor, and a strong sense of agency.

🏝️ Benefits

• Equity in CoinTracker

• Medical insurance

• Dental coverage

• Vision insurance

• 401(k) plan

• Life insurance

• Paid time off (PTO)