Tax Planner

Tax Planning Expert

We are seeking a highly skilled Certified Public Accountant (CPA) or Enrolled Agent (EA) specializing in individual tax planning and tax return review to join our dynamic team. If you are an individual tax planning expert with an interest in fintech, we want to hear from you.

Responsibilities

• Complete and file income tax returns for individuals (federal and state)
• Conduct Tax Research - stay up to date with laws and evolving tax regulations using tax research tools
• Create process flow and monitor tax return milestones with external Tax Preparation Partners
• Manage client files, organize workpapers and lead sheets
• Communicate effectively and discuss tax planning and tax return results with members

Requirements

• Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent demonstrated tax expertise required
• Minimum of 2+ years of experience in tax compliance, tax preparation or similar role with a proven track record of managing tax responsibilities
• Knowledge of complex individual tax situations including but not limited to Foreign income and FBAR reporting, Partnership K1 related matters, state tax credits and reciprocity, real estate reporting
• Effective time management skills to prioritize multiple clients, manage deadlines to meet tax filing dates and internal product development
• Software proficiency. Able to use LaCerte, Proconnect, Google Workspace
• Bachelor’s degree in accounting, finance or related field

Qualifications

Additional certifications, or desire to obtain additional certifications are a plus.

Skills

• Expertise in individual tax planning and tax return review
• Ability to manage multiple clients and deadlines
• Strong software proficiency with LaCerte, Proconnect, Google Workspace

Benefits

• Comprehensive health coverage: Medical, dental and vision
• 401k plan
• Technology allowance
• PTO
• Top of Market Pay
• Paid parental leave
• In-person team & company events

Pay

Top of Market Pay

Schedule

Monday-Friday