CPA or EA Senior Tax Advisor

Job Summary

To support a growing practice, the full-time remote CPA or EA Senior Tax Advisor will review and provide guidance on individual tax returns for clients with complex equity compensation, ensuring tax strategy aligns with financial planning.

Key responsibilities

• Review and offer guidance on individual tax returns involving complex equity compensation, including ISOs, NSOs, and AMT considerations
• Advise on tax implications of equity events and identify planning opportunities for clients with high net worth
• Manage the tax preparation workflow for the Tax Pro service, from document collection to filing

Required qualifications

• Active CPA or Enrolled Agent (EA) license
• A minimum of 4 years preparing complex individual tax returns with equity compensation experience
• Direct experience with high net worth clients and familiarity with tech or startup backgrounds
• Ability to communicate complex tax concepts in plain language to non-expert clients
• Strong attention to detail and ability to work independently in a remote environment