- Remote, United States
- Remote
- Full-time · Senior
- $140K–$165K per year
- 8+ years
Lead client relationships and own the tax work for a book of tech clients. You'll review and sign returns, build projections, and give planning advice that helps clients make better decisions about their equity and income.
Compensation
Actual salary within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. Salary Range $140,250—$165,000 USD
Responsibilities
- Lead client relationships and be the main tax contact for your clients
- Review and sign individual income tax returns, including complex multi-state and equity-heavy returns
- Build and review tax projections, quarterly estimates and planning analyses
- Advise clients on equity compensation: ISOs, NSOs, RSUs, ESPPs, 83(b) elections and exercise strategy
- Help founders and investors with liquidity events, QSBS, fund K-1s and carried interest
Requirements
- CPA or EA, with authority to sign returns
- Nice to have: CCH Axcess
- Nice to have: Bloomberg Tax (BNA) Income Tax Planner