Tax Planner

About CarryAt Carry, we combine a deep understanding of tax strategies and retirement accounts with technology and automation to help our clients build wealth and unlock tax savings. Our first product was a "Solo" 401(k) for self-employed business owners and modern professionals, and we have continued on that momentum to build additional financial products and unlock tax efficient strategies across multiple asset types.
As a team we are client-focused, providing education on different tax strategies and products, building products and services to help clients execute on these strategies, and closing the loop with tax filing services and support.
The RoleFor this role, we are looking for someone with an accounting background (CPA) to work with clients on our fast-growing "VIP" services team, and help us drive tax saving strategies and products moving forward.
The ideal candidate:
Has a CPA with a PFS designation
Is open to and excited about working directly with clients to explore and implement tax strategies
Loves getting into the details of the tax code and finding opportunities across personal and business tax returns
Is excited to collaborate cross-functionally as we build the next generation of tax / fintech software tools
Software you'll use:QuickBooks, LayerFi, ProConnect, CCH, TaxDome
Front, Slack, Retool
Our own fintech stack and software products
Compensation and BenefitsThe salary range for this position is $75,000 to $100,000
Equity: Stock options and ownership opportunities in the business.
Medical, dental, and vision insurance, paid vacation, holidays, and sick days