Senior Tax Accountant

About Carry

At Carry, we combine a deep understanding of tax strategies and retirement accounts with technology and automation to help our clients build wealth by unlocking tax savings. Our first product was a “Solo” 401(k) for self-employed business owners and freelancers, which unlocks “big-company” level tax benefits for entrepreneurs, and we have continued on that momentum to build additional financial products and unlock tax efficient strategies across multiple asset types.

The Role

We are seeking a Senior Tax Accountant with multi-state preparation experience, who wants to play a part in automating all the terrible manual flows that come with gathering client data and filing taxes.

In this role, you will be responsible for preparing and filing complex tax returns. This includes compiling supporting financial statements and documents so that you are prepared to respond to any inquiries from regulatory agencies and clients. Since this is a senior role, you will also review returns prepared by junior accountants for accuracy and completion.

Applicants should have a bachelor's or master's degree, their CPA/EA credential, and at least five years of professional tax prep experience. We are offering equity upside and significant growth unmatched by old school accounting firms.

The Opportunity

We are a well-funded start-up looking to disrupt the wealth management industry. There are multiple tailwinds that make this opportunity exciting.

1. There is a massive (tax-focused) accounting shortage for an increasingly complex tax code.

2. The prevalence of “index and chill” as the superior investment strategy has people questioning the value of their financial advisor. Accountants are best equipped to deliver tax planning which is a quantifiable value for clients who are happy to pay a premium for that service.

3. Technology is quickly helping free up the soul-crushing time sinks of a traditional accounting practice.

Consider joining us to build an assets under advisement platform that serves customers better by “closing the tax loop” and stops you from selling just time.

Day to Day

• Strategic Advisor on technology roadmap

• Marry Advanced Tax Planning Strategies with branded product that can be delivered at scale and deliver exceptional client value

• Prepare and file complex tax returns on behalf of clients - 1040, 1041, 1065, 1120-S, 1120, 990, etc.

• Compile supporting financial statements and documents

• Review returns prepared by junior accountants

• Respond to inquiries from regulatory agencies

• Perform tax research, staying up to date on changes

• Client service mindset supporting clients through async/sync communication - text, videoconference, phone, email, secure chat.

Qualifications

• Bachelor's degree in accounting, finance, or a related field

• Master's of Taxation degree a plus

• CPA license strongly preferred

• Tax preparation experience (5+ years preferred)

• Experience with bookkeeping software, including QuickBooks, ProConnect, CCH, TaxDome Attention to detail is a must.