Job Level
Lead
Tech Stack
SaltStack
About the role
- Build & lead the tax practice: define scope (compliance + advisory), staffing model, SLAs, and review standards
- Own compliance at scale: oversee relationships, tax return workflow and processes with outside CPA firms and identify scalability improvements
- Deliver holistic & proactive planning for HNW clients, including equity comp, crypto, QSBS, QBI §199A, NIIT, SALT, real estate, philanthropy, entity selection, and exit planning
- Integrate with planning: partner with advisors to convert planning insights into tax actions and client communications
- Manage Tax Tech Stack: workflow, document exchange, automation, and data integrity
- Coach and educate advisors and clients; track legislation and present webinars
- Own the numbers: forecast capacity, set pricing, manage vendors, and track P&L
- Stay compliant: monitor regulatory changes, update firm policy, and maintain privacy/security standards
Requirements
- CPA (active) required
- MST/JD-LL.M. a plus
- 10+ years in tax with significant experience leading HNW / individual and business planning practices (public + boutique/firm-side mix ideal)
- Demonstrated excellence in tax advisory, providing holistic tax planning advice clients understand
- Depth in equity compensation (ISOs/NSOs/RSUs, 83(b)), multi-state, QSBS, trusts & estates, charitable planning, and transaction-adjacent work (capital gains, tenders, liquidity events, business sales)
- Experience building or modernizing a tax operation: workflow, staffing model, deadlines, and QA
- Thrives in a remote, ownership-driven culture; strong written communication; proactive decision-making and escalation