Tax Lead
Skills
About the Role
You will work directly with clients to provide proactive, white-glove tax insights and prepare, review, and file individual and related business tax returns for high-net-worth households. You will translate complex tax decisions into engineer-implementable decision trees, train and review AI agents, write system instructions to prevent hallucinations, and resolve difficult edge cases such as AMT crossover, wash sales, multi-state allocation, QSBS, and pass-through optimization.
Requirements
- Active CPA license for 5+ years
- 500+ individual (1040) returns prepared, reviewed, or filed
- Experience serving clients with $1M–$25M net worth
- Working knowledge of business returns (S-corp, partnership, Schedule C)
- Experience with AMT, QSBS, wash sales, multi-state allocation, and pass-through optimization
- Demonstrated ability to drive outsized business impact
- Strong written and verbal communication
Responsibilities
- Provide proactive tax insights and deliver white-glove client service
- Prepare, review, and file individual and related business tax returns for high-net-worth households
- Architect tax decision logic into engineer-implementable decision trees
- Train and review AI agents, write system instructions, and correct AI advice to prevent hallucinations
- Resolve complex tax edge cases including AMT crossover, wash sales, multi-state allocation, QSBS, and pass-through optimization
Benefits
- Meaningful equity