Senior Tax Advisor (CPA or EA)

📋 Description

• Review and offer guidance on individual tax returns for clients with complex equity compensation
• Advise on tax implications of equity events like exercises, vesting, and sales, and flag planning
• Handle multi-state and high net worth filings, including clients whose net worth or equity holdings
• Partner with our CFP team so tax positions and financial plans are coordinated for each client
• Own the tax prep workflow for Tax Pro service end to end, from document collection through filing
• Help build and refine internal Tax Pro processes and documentation as service scales

🎯 Requirements

• Active CPA or Enrolled Agent (EA) license
• Minimum 4 years experience preparing complex individual tax returns with meaningful equity
• Direct experience with high net worth clients, including individuals/families above typical
• Comfort working with clients from tech and startup backgrounds, including pre-IPO equity situations
• Ability to communicate complex tax concepts in plain language to non-experts
• Strong attention to detail, accuracy, and deadlines

🎁 Benefits

• Remote-first company structure
• Medical, dental, vision coverage
• 401(k)
• Mental wellbeing benefits (Talkspace)
• Financial wellbeing benefits (LearnLux)
• Paid vacation and sick leave