CPA or EA Senior Tax Advisor
CPA or EA Senior Tax Advisor
virtual vocationsDenver, CO
6 days ago
Accountants and AuditorsTax PreparersTax Examiners and Collectors, and Revenue Agents
Offices of Certified Public AccountantsTax Preparation ServicesOther Accounting Services
Apply for this role →To support a growing practice, the full-time remote CPA or EA Senior Tax Advisor will review and provide guidance on individual tax returns for clients with complex equity compensation, ensuring tax strategy aligns with financial planning.
Key responsibilities:
Review and offer guidance on individual tax returns involving complex equity compensation, including ISOs, NSOs, and AMT considerations
Advise on tax implications of equity events and identify planning opportunities for clients with high net worth
Manage the tax preparation workflow for the Tax Pro service, from document collection to filing
Required qualifications:
Active CPA or Enrolled Agent (EA) license
A minimum of 4 years preparing complex individual tax returns with equity compensation experience
Direct experience with high net worth clients and familiarity with tech or startup backgrounds
Ability to communicate complex tax concepts in plain language to non-expert clients
Strong attention to detail and ability to work independently in a remote environment
Also on the board Same function, level within a rung
Level
Senior
Location
Denver, CO
Occupation
Accountants and Auditors
Industry
Offices of Certified Public Accountants
Posted
6 days ago