Senior Tax Manager

Overview

This role involves serving as a Senior Tax Manager (CPA) leading tax preparation, review, and planning for high-net-worth individuals, partnerships, trusts, estates, and corporations. The position includes complex domestic compliance plus international tax, digital asset taxation, and founder equity planning.

Responsibilities

• Lead preparation and review of complex tax returns, including:
  • Corporations, partnerships, trusts, estates, and individuals
• Prepare and review the following forms:
  • Form 1040, 1041, 1065, 1120, 1120-S, 706, and 709
• Manage real estate-related tax work, including:
  • Bonus depreciation, cost segregation studies, §1031 exchanges, and §453 installment sales
• Oversee trusts/estates and complex partnership allocations, including PE/VC fund investments
• Lead founder and employee equity planning, including:
  • §1202 QSBS, §83(b) elections, ISO and NSO exercises, and AMT planning
• Provide tax projections and estimated payment planning for high-net-worth clients
• Respond to and resolve IRS and state notices
• Own client relationships directly (with no layers between you and leadership)
• Address work commonly requested in crypto/fintech/SaaS/AI client bases, including:
  • Digital assets (cost basis across wallets and exchanges, Form 1099-DA, staking income, token compensation)
  • International information and compliance, including Forms 5471, 8865, 8858, 8938, and FBAR filings; GILTI and Subpart F; and entities in the BVI, Cayman, and Cyprus; plus Puerto Rico Act 60 clients
  • Tech company tax issues such as §174 R&D capitalization, §41 credits, and multi-state nexus for remote-first teams
• Review, mentor, and supervise preparers
• Participate in scoping calls with prospective clients and help scope tax engagements

Requirements

• Active CPA license in good standing
• 8+ years in public accounting, serving multiple clients across industries
• Bachelor’s degree in accounting, business, economics, or a related field (Master’s in Taxation is a plus)
• Hands-on experience with trusts, estates, complex partnerships, and PE/VC investments
• Real estate taxation experience, including bonus depreciation, cost segregation, §1031 exchanges, and installment sales
• Founder equity experience, including QSBS (§1202), §83(b) elections, ISO/NSO, and AMT planning
• International information return experience (Forms 5471, 8865, 8858) and GILTI/Subpart F
• Digital asset taxation experience, including cost basis tracking and reporting
• Ability to research complex issues and defend a position in writing
• Experience resolving issues with the IRS and state departments of revenue
• Nice to have: SALT experience

Preferred Qualifications

• Experience across high-net-worth compliance and planning, including K-1 stacks and family-office style needs
• Experience with international filings such as FBAR and reporting for foreign entities

Compensation & Benefits

• $180,000 annual salary (W-2)
• Phantom equity plan with a path to equity participation
• Performance bonuses
• Health, dental, and vision insurance
• Ongoing training and development
• Standard 90-day introductory period
• Fully remote, anywhere in the US, with no return-to-office mandate

Location

• Remote (US)