Tax Manager - High Net Worth (100% Remote)
Founded in 2022, our client, a stealth AI start up is looking to add Tax talent for involvement in the development of an industry leading tax engine focused on ultra, high net worth individual tax. The Head of Operations is targeting someone that has experience dealing directly with clients, both from a client development (developing new business, evaluating current/future client needs) and from a client delivery perspective (someone who can be a beta user of the AI tool as it is being developed) … looking to add people that have an Ownership Mentality, are Mission Driven, Intellectual Curious and Team Oriented.
Basic Qualifications
Experience preparing and reviewing complex 1040 tax returns with precision is a must for a successful person in this role. This is Product Development, an interest in working with engineers and product managers will be new for someone coming out of the traditional CPA firm environment, something new that should be exciting to the right person for this role. Demonstrated enthusiasm and interest in tax, automation and proactively identifying automation opportunities.
CEO/Co-Founder … successful track record
CTO/Co-Founder … successful track record
Investors (VC’s, Angels, etc) … successful track record …
From the VP of Operations - Tax/Accounting talent can be risk adverse … company has decades of runway from a cash perspective … targeted to be profitable in 2025, while being “disruptive” to the marketplace … low downside and financial risk … company is building AI platforms for tax compliance … automating the prep work … further development of tools for Admin, Tax Planning & Advisory over time …
Experience
- 5+ years of tax preparation and planning experience working with high-net worth individuals and their closely held businesses (preferred experience in HNW)
- Active CPA license
