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About the role
Key responsibilities & impact- Design, launch, and lead Topo Advisors' tax advisory practice
- Develop the service offering, fee structure, and go-to-market strategy for tax services
- Build and mentor a team of tax professionals as the practice grows
- Serve as the primary tax advisor to a book of clients including preparation and review of tax returns
- Provide strategic tax planning guidance on M&A transactions, entity structure, equity compensation, and capital events
- Lead engagements around federal and state income tax, pass-through entities, R&D credits, and international tax matters
- Collaborate with Topo Advisors' accounting and finance teams on cross-functional client matters
- Contribute to firm-wide business development and brand-building efforts
- Stay ahead of regulatory changes and proactively communicate implications to clients and colleagues
Requirements
What you’ll need- CPA required; advanced degree (MSA, MST, JD/LLM) strongly preferred
- 8+ years of tax experience, with a meaningful portion in public accounting (Nationally recognized regional firm preferred)
- Deep expertise with C-Corporations required
- Experience advising venture-backed or private equity-backed companies is a strong plus
- Familiarity with equity compensation structures (ISOs, NSOs, 83(b) elections, carried interest)
Benefits
Comp & perks- Topo Advisors offers a competitive compensation package commensurate with experience, including base salary, performance-based bonus tied to practice growth, and equity participation in the firm.
- Full benefits package includes health, dental, and vision coverage
- Generous PTO
- Professional development support
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tax advisorytax planningtax return preparationM&A transactionsentity structureequity compensationcapital eventsfederal income taxstate income taxR&D credits
Soft Skills
leadershipmentoringstrategic thinkingcollaborationbusiness developmentcommunication
Certifications
CPAMSAMSTJDLLM
