Tax Advisor

About the role

Gannett Wealth is seeking a skilled CPA Tax Advisor to join our team. In this role, you'll provide tax preparation, planning, and advisory services for individuals and businesses with bitcoin and digital asset holdings. Working alongside our financial advisors and estate planners, you'll help clients navigate the complexities of bitcoin taxation while delivering thoughtful, proactive guidance in an evolving regulatory landscape.

Responsibilities

• Prepare and file accurate tax returns for individuals and businesses with cryptocurrency holdings, ensuring compliance with evolving regulations and guidelines.
• Develop expertise in tracking and reporting cryptocurrency transactions, including calculations for cost basis, capital gains/losses, and income from mining, staking, or airdrops.
• Provide tax planning strategies to optimize clients' portfolios, minimizing tax liabilities through legal and ethical means.
• Collaborate with our team of financial advisors, estate planners, and investment managers to deliver a holistic suite of services for our bitcoin-focused clientele.
• Stay up-to-date with the latest tax laws, regulations, and industry best practices related to cryptocurrency and digital assets.
• Maintain meticulous records and documentation to ensure compliance with regulatory requirements and internal policies.
• Contribute to the firm's thought leadership by authoring articles, conducting webinars, and participating in industry events related to taxation.

Requirements

• Active Certified Public Accountant or Enrolled Agent designation.
• Bachelor's degree in Accounting, Finance, or a related field.
• 5+ years of experience in tax preparation and advisory services.
• Comprehensive understanding of federal and state tax laws, specializing in cryptocurrency taxation.
• Proficiency in utilizing tax preparation software and familiarity with wallets and exchanges.
• Strong analytical and problem-solving skills, with a keen eye for detail and accuracy.
• Excellent communicator who can explain complex tax concepts clearly and concisely, while proactively keeping clients informed, setting expectations, and following through.
• Deep understanding and passion for bitcoin.
• Ability to manage details and juggle multiple priorities.
• Experience building scalable processes and enjoy creating structure and systems that can grow with the business.
• Forward-thinking, exercise strong judgment, and confidently take initiative.
• Live in the United States.

Nice to have

• Experience discussing bitcoin-related financial planning topics with clients.

Benefits

• Company paid medical, dental, and vision coverage.
• 401k with employer match.
• Employee stock options.
• Unlimited PTO.
• Training & development opportunities.
• Remote work flexibility.

About the company

Gannett Wealth Advisors specializes in educating and guiding clients to thrive financially in a bitcoin-powered world by bridging the knowledge gap and integrating bitcoin into investment strategies and financial plans. Powered by industry-leading expertise, Gannett Wealth Advisors offers a suite of products and services, including financial planning and investment management.

Gannett Wealth Advisors was founded by bitcoin pioneers, establishing a leader in bitcoin-focused financial advisory services.