Tax Planner (Fintech)

TL;DR

Tax Planner (Fintech): Providing expert tax planning and compliance services for individual clients within an AI-powered wealth management platform with an accent on tax strategy optimization and regulatory compliance. Focus on implementing complex tax strategies, managing federal and state filings, and collaborating with financial planners to align with client goals.

Location: On-site in New York City, McLean, or Bellevue. Willingness to relocate is required if not currently based in these areas.

Company

hirify.global is building an AI-powered wealth management platform integrating investments, taxes, retirement, and estate planning.

What you will do

• Complete and file federal and state income tax returns for individuals
• Conduct tax research to stay updated with evolving laws and regulations
• Create process flows and monitor tax return milestones with external partners
• Manage client files, organize workpapers, and lead sheets
• Communicate and discuss tax planning and return results with members

Requirements

• Certified Public Accountant (CPA), Enrolled Agent (EA), Juris Doctorate (JD) or equivalent tax expertise
• Minimum of 2+ years of experience in tax compliance or tax preparation
• Knowledge of complex individual tax situations (Foreign income, FBAR, Partnership K1, state tax credits, real estate reporting)
• Proficiency in LaCerte, Proconnect, and Google Workspace
• Bachelor’s degree in accounting, finance, or a related field

Culture & Benefits

• Comprehensive medical, dental, and vision health coverage
• 401k plan
• Technology allowance and PTO
• Paid parental leave
• In-person team and company events