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7 days ago
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Full time
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cpa iso rsu qsbs 1040

πŸ“‹ Description

  • Work directly with clients: proactive year-round tax insights.
  • Prepare, review, and file individual returns for HNW households.
  • Own equity-comp planning: ISO/NSO/RSU/ESPP, QSBS, 409A.
  • Help build Tax Brain: break complex decisions into code.
  • Solve edge cases: AMT, wash sales, multi-state allocation.

🎯 Requirements

  • Active CPA license, 4+ years of individual tax.
  • High volume of 1040s prepared, reviewed, and filed.
  • Equity-compensation depth for private/public employees.
  • Experience serving clients with $1M-$25M net worth.
  • Logic-driven, tech-forward, low ego, high agency.
  • Bonus: knowledge of business returns (S-corp, partnership, Schedule C).
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