CPA Tax Expert

Job Summary

Working remotely in a full-time capacity, the CPA Tax Expert will provide proactive tax insights and white-glove service to high-net-worth clients, preparing and filing individual and related business returns while owning equity compensation planning.

Key responsibilities

• Prepare, review, and file individual tax returns for high-net-worth households and related business returns
• Own equity-comp planning, including various compensation types and related tax implications
• Collaborate on building an AI-driven Tax Brain by translating complex tax decisions into logical frameworks for coding

Required qualifications

• Active CPA license with 4+ years of individual tax experience
• Experience preparing and reviewing a high volume of 1040s
• Deep understanding of equity compensation for private and public company employees
• Experience serving clients with a net worth between $1M and $25M
• Logic-driven, tech-forward mindset with a high level of agency