Senior Tax Advisor (CPA or EA)

Overview

This role is a full-time tax guidance position (not financial planning). The organization is seeking a CPA or Enrolled Agent to support clients with complex, high-value equity compensation.

Clients commonly hold ISOs, NSOs, and RSUs—often tied to pre-IPO or recently public companies. Work frequently includes AMT exposure, multi-state filings, and other high net worth tax situations. You will provide guidance on individual returns and respond to tax questions for this client population, coordinating closely with the organization’s CFP® team so tax strategy and financial planning remain aligned.

Remote within the US.

Responsibilities

• Review and provide tax guidance on individual tax returns for clients with complex equity compensation, including ISOs, NSOs, RSUs, and AMT considerations
• Advise on tax implications of equity events such as exercises, vesting, and sales; identify potential planning opportunities before deadlines pass
• Handle multi-state and high net worth filings, including clients whose net worth and/or equity holdings exceed typical mass-market thresholds
• Partner with the CFP® team to coordinate tax positions with each client’s financial plan
• Own the tax preparation workflow end to end for the Tax Pro service (from document collection through filing)
• Help build and refine internal Tax Pro processes and documentation as the service scales
• Stay current on tax law changes that affect equity compensation, AMT, and high net worth filings

Requirements

• Active CPA or Enrolled Agent (EA) license
• Minimum of 4 years preparing complex individual tax returns with meaningful equity compensation
• Direct experience with high net worth clients, including individuals or households above typical mass-market net worth thresholds
• Comfort working with clients from tech and startup backgrounds, including pre-IPO equity situations
• Ability to explain complex tax concepts in plain language to non-expert clients
• Strong attention to detail and ownership over accuracy and deadlines
• Ability to work independently in a remote, fast-moving environment

Preferred Qualifications

• Prior experience at a Big 4 or national accounting firm
• Experience at a tech company, fintech, or a firm that serves tech employees and founders
• Familiarity with QSBS, 83(b) elections, or 10b5-1 plans
• Experience preparing multi-state returns for remote or relocating employees

Compensation & Benefits

• Remote-first company structure
• Medical, dental, and vision
• 401(k)
• Mental wellbeing support (Talkspace)
• Financial wellbeing support (LearnLux)
• Paid vacation and sick leave
• Paid sabbatical after 5 years of service
• Supportive, inclusive team culture
• Opportunities for continuous learning and growth in a fast-growing startup environment at the intersection of financial wellness and technology

Location

• Remote within the US