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Tax Technology Manager - High Net Worth (100% Remote)

Ascension Search Partners
Cleveland, OH, United States
Remote
Full-time

Tax Technology Manager - High Net Worth (100% Remote)

Founded in 2022, our client, a stealth AI start up is looking to add Tax talent for involvement in the development of an industry leading tax engine focused on ultra, high net worth individual tax.

The Tax Technology team is currently comprised of 3 individuals, led by the Head of Tax Technology, looking to add people that have an Ownership Mentality, are Mission Driven, Intellectual Curious and Team Oriented.

Basic Qualifications

Experience preparing and reviewing complex 1040 tax returns with precision is a must for a successful person in this role.

This is Product Development, an interest in working with engineers and product managers will be new for someone coming out of the traditional CPA firm environment, something new that should be exciting to the right person for this role.

Demonstrated enthusiasm and interest in tax, automation and proactively identifying automation opportunities.

CEO / Co-Founder successful track record

CTO / Co-Founder successful track record

Investors (VC’s, Angels, etc) successful track record

From the VP of Operations - Tax / Accounting talent can be risk adverse company has decades of runway from a cash perspective targeted to be profitable in 2025, while being disruptive to the marketplace low downside and financial risk company is building AI platforms for tax compliance automating the prep work further development of tools for Admin, Tax Planning & Advisory over time

Experience

  • Experience implementing automation technologies or tax software at accounting firms
  • 5-10 years of experience (preferred experience in HNW) in top-tier accounting firm
  • Active CPA license
  • 16 days ago
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