Role Description
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Provide authoritative advice on challenging tax matters
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Lead review and quality control on intricate tax returns to ensure accuracy, compliance, and optimal tax positions
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Serve as the primary technical resource for the tax team
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Delve into complex tax topics as you research and apply authoritative advice on nuanced tax subjects
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Serve as the team lead for 2-4 tax associates
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Meet with high-profile/complex clients
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Assist with developing and designing tax models based on current regulations and tax strategies
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Assess and validate current tax software
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Develop best practices
Qualifications
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CPA with 7+ years of relevant experience with S-Corporations, and Individuals including HNWIs in professional services, technology, real estate, and financial services
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At least 2 years of experience managing and mentoring a small team of tax preparers
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Bachelor’s or Master’s degree in Accounting or Taxation
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Deep knowledge of federal tax law, including pass-throughs and corporations
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Tech-savvy and process-oriented—comfortable optimizing workflows
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Ability to distill complex tax issues into clear, actionable advice
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Experience with 1120s, trusts, estates, and gift tax planning
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Familiarity with private equity and venture capital clients
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Excellent written and verbal communication skills
Benefits
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Small, collaborative team where your voice matters
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Entrepreneurial, fast-paced culture with strong values
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100% remote with flexible hours
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Opportunity to shape how modern tax services are delivered
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Competitive compensation and benefits
Company Description
Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. Our goal is to optimize our clients’ taxes and ensure their compliance by utilizing our proprietary technology platform and team of expert in-house tax professionals.