Tax Advisor

About the role

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. Founded by bitcoin pioneers, Gannett Wealth Advisors is a leader in bitcoin-focused financial advisory services.

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.

Preferred Qualifications

• 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.