Tax Planning Specialist (Fintech)

TL;DR

Tax Planning Specialist (Fintech): Providing expert tax planning and compliance services to optimize tax strategies for clients within an AI-powered wealth management platform with an accent on individual tax liability forecasting, scenario analysis, and strategic tax optimization. Focus on minimizing tax liabilities through retirement, charitable, and equity compensation planning while ensuring absolute compliance with federal and state laws.

Location: Must be based in or be able to relocate to New York City, Bellevue (WA), or McLean (VA). On-site work required Monday-Friday.

Company

AI-powered wealth management platform building an all-in-one system for investments, taxes, retirement, and estate planning.

What you will do

• Create comprehensive income tax projections and detailed liability forecasting to estimate future tax obligations.
• Perform scenario analysis to illustrate the impact of financial decisions on tax liabilities.
• Develop strategic tax optimization plans covering retirement, charitable giving, and equity compensation (RSUs, ISOs, NSOs).
• Provide specialized tax planning for real property investments, including 1031 exchanges and depreciation deductions.
• Conduct thorough reviews of individual tax returns to ensure accuracy and legal compliance.
• Manage international taxation issues and provide necessary documentation for audit support.

Requirements

• Certified Public Accountant (CPA) or Enrolled Agent (EA) certification required.
• Minimum of 7+ years of experience in tax planning and tax return review.
• In-depth knowledge of federal, state, and local tax laws regarding individuals, estates, gifts, and trusts.
• Proficiency in professional tax planning and financial analysis tools.
• Must be located in or willing to relocate to New York City, Bellevue, or McLean.

Nice to have

• Additional tax-related certifications or a desire to obtain them.

Culture & Benefits

• Comprehensive medical, dental, and vision health coverage.
• 401k retirement plan.
• Technology allowance and paid parental leave.
• Paid Time Off (PTO).
• In-person team and company events.