Senior Tax Associate

Overview

The organization is seeking an experienced Certified Public Accountant (CPA) for a high-touch, member-facing Senior Tax Associate role focused on strategic tax planning and advisory. This consultative position emphasizes forward-looking guidance and member education—without preparing tax returns or handling compliance filings.

Responsibilities

• Direct member consultations: Lead 10–15 virtual strategy sessions per week, providing tailored tax guidance, answering complex questions in real time, and supporting members through high-stakes financial decisions.
• Continuous member engagement: Serve as the primary tax resource for day-to-day inbound questions, delivering clear, plain-English answers via a secure messaging platform (including withholdings, life events, IRS notices, and tax projections).
• Proactive tax plan diagnostics: Review member tax returns (Form 1040s and schedules) to identify multi-year optimization opportunities, including Roth conversions, equity vesting events, real estate transactions, and executive compensation.
• Custom modeling & scenario analysis: Build, model, and present customized tax strategies using modern planning tools, with a focus on bracket management, withholding adjustments, and estimated tax schedules.
• Technical research & analysis: Conduct deep-dive research into complex federal and multi-state tax scenarios to design compliant, creative strategies across diverse household profiles.
• Planner collaboration: Work closely with CFP® Lead Planners and the Director of Specialized Advice to integrate tax optimization into holistic financial plans.

Commonly Advised Areas

• Roth conversion & income optimization: Evaluate multi-year Roth conversion strategies while considering impacts on IRMAA brackets, ACA subsidies, and Social Security taxation.
• Real estate & rental assets: Advise on cost recovery, depreciation, Passive Activity Loss (PAL) rules, short-term rental strategies, and Section 1031 exchanges.
• Charitable giving strategies: Structure high-impact options such as Donor-Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and appreciated stock gifting.
• Small business & entity structuring: Advise on entity selection (Sole Prop, S-Corp, LLC), Section 199A QBI optimization, pass-through taxation, and exit planning.
• Equity compensation: Advise on tax impacts of ISOs, NSOs, RSUs, and ESPPs, including Alternative Minimum Tax (AMT) strategies and liquidity event planning.

Requirements

• Active credential: Active Certified Public Accountant (CPA) license required.
• Relevant experience: 5–7+ years of professional experience specializing in personal tax planning, private client tax advisory, high-net-worth tax consulting, or wealth management.
• Member-facing excellence: Demonstrated history of maintaining a regular client meeting cadence (e.g., 10–15 client consultations weekly) with strong empathy, active listening, and presentation skills over video.
• Diagnostic expertise: Ability to rapidly analyze Form 1040s and supporting schedules to identify tax inefficiencies, missed opportunities, and exposure risks.
• Technical depth: Strong expertise in individual federal and state tax codes, pass-through entities, retirement distribution strategies, and executive compensation planning.
• Fiduciary ethos: Integrity and a commitment to objective, member-first advice.

Preferred Qualifications

• CFP® designation or active pursuit of the credential.
• Prior advisory experience delivering services within a fee-only RIA, multi-family office, or wealth management firm alongside CFP® professionals.
• High proficiency with modern tax modeling tools (Holistiplan, BNA, Corvee) and CRM/digital workflow tools.

Compensation & Benefits

• Base salary: $110,000 – $150,000 annually (commensurate with experience and technical depth).
• Incentive equity: Incentive Stock Options (ISOs).
• Work location: 100% Remote (Work from anywhere in the US).
• Time off: Flexible PTO policy.
• Health & wellness: Comprehensive Medical, Dental, and Vision coverage; 100% company-paid Short-Term/Long-Term Disability and Life Insurance.
• Retirement: 401(k) with company match.

Location

100% Remote (Work from anywhere in the US).