Sr. Tax Manager

This role is hosted by Eric Kee.

About us

We are a forward-thinking advisory and tax firm partnering with ultra-high-net-worth individuals, founders, and executives. Our team specializes in complex tax strategies tied to equity compensation, liquidity events, and high-growth environments, delivering white-glove service and strategic insight beyond traditional compliance.

Why join us?

• Work with ultra-HNW clients on highly sophisticated tax matters
• Exposure to IPOs, startup equity, and complex wealth events
• Collaborative, advisory-focused environment with strong leadership access
• Opportunity to deepen expertise in a niche, high-demand specialty
• Clear path for professional growth and increased client impact

Responsibilities

• Managing complex individual tax engagements, particularly involving high-value equity compensation
• Advising on ISOs, NSOs, RSUs, and 83(b) elections across pre- and post-liquidity events
• Experience with QSBS (Section 1202) planning and analysis
• Partnering with clients on tax strategy related to IPOs and startup growth
• Reviewing and overseeing sophisticated 1040 filings
• Acting as a trusted advisor, simplifying complex tax matters into clear guidance

Strong candidates will also have experience supporting startup and growth-stage clients, particularly those with large-scale equity positions.

Pay

$160,000 - $180,000 per year