Sr. Tax Manager – Advise Ultra-HNW clients on complex equity comp, IPOs, and high-impact tax strategy in a growth-focused advisory environmentThis Jobot Job is hosted by: Eric Kee
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Salary: $160,000 - $180,000 per year
A bit about us:We are a forward-thinking advisory and tax firm partnering with ultra-high-net-worth individuals, founders, and executives. Our team specializes in complex tax strategies tied to equity compensation, liquidity events, and high-growth environments, delivering white-glove service and strategic insight beyond traditional compliance.
Why join us?Work with ultra-HNW clients on highly sophisticated tax matters
Exposure to IPOs, startup equity, and complex wealth events
Collaborative, advisory-focused environment with strong leadership access
Opportunity to deepen expertise in a niche, high-demand specialty
Clear path for professional growth and increased client impact
Job Details- Managing complex individual tax engagements, particularly involving high-value equity compensation
- Advising on ISOs, NSOs, RSUs, and 83(b) elections across pre- and post-liquidity events
- Experience with QSBS (Section 1202) planning and analysis
- Partnering with clients on tax strategy related to IPOs and startup growth
- Reviewing and overseeing sophisticated 1040 filings
- Acting as a trusted advisor, simplifying complex tax matters into clear guidance
Strong candidates will also have experience supporting startup and growth-stage clients, particularly those with large-scale equity positions.
Interested in hearing more? Easy Apply now by clicking the "Apply" button.
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