Tax Strategist
Carry
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $110,000 - $125,000 per year
Job Level
JuniorMid-Level
About the role
- Serve as Carry's tax authority—the person who can answer "can we do this?" and "should we?"
- Identify tax strategies worth productizing and help prioritize our roadmap
- Work closely with product and engineering to spec out tax logic and validate implementations
- Stay current on tax law and translate changes into opportunities for our customers
- Help with client-facing tax questions as needed
Requirements
- CPA, Enrolled Agent, or Attorney
- 2-6 years of experience with exposure to individual and small business tax planning (not just compliance)
- You think about tax optimization, not just tax preparation
- Product-minded and execution-focused
- Comfortable in a startup environment—you'll be building process, not following it
- Experience at a fintech, tax software company, or planning-focused firm
- Familiarity with retirement accounts (401(k)s, IRAs), investment taxation, or small business entity planning
Benefits
- Competitive health, dental, and vision benefits
- Paid time off
- 401(K) match
- Other benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
tax planningtax optimizationtax logicproductizationinvestment taxationsmall business entity planningretirement accounts
Soft skills
product-mindedexecution-focusedstartup environment adaptability
Certifications
CPAEnrolled AgentAttorney