Titan · 1 month ago
Tax Advisor / CPA
New York 
Full-time
Onsite
Mid, Senior Level
$80K/yr - $200K/yr
4+ years expTitan is an award-winning wealth manager focused on democratizing access to wealth management through technology. They are seeking a CPA / Advisor (Senior Financial Planner) to develop tax planning solutions that enhance the advisory experience and support clients with comprehensive financial strategies.
BankingFinancial ServicesFinTech
Responsibilities
Deliver world-class tax-centric planning: Build modular and comprehensive plans that integrate tax projections, retirement optimization, filing strategies, equity comp, college planning, and entity considerations. Translate complexity into simple next steps for clients
Multiply advisor capacity: Reduce prep time through tax templates, projections, workflows, and decision trees. Support advisors in structuring cases and identifying opportunities for wallet share expansion
Architect the systems that scale tax planning: Codify the 'Titan Tax Standard,' build our internal knowledge base, and help identify which tax workflows can be automated, templatized, or delegated
Educate clients with clarity: Explain tax implications, planning choices, and investment considerations in a way that inspires confidence—not confusion
Analyze tax + investment strategies with precision: Run tax projections, evaluate rollover options, model Roth conversions, assess AMT triggers, evaluate exercise strategies, perform multi-year scenarios, and tie advice back to investment implications
Collaborate cross-functionally: Partner with Investment Research, Growth/Marketing, and Engineering/Product/Design to ensure Titan remains laser-focused on what matters most to clients
Qualification
Required
4–8+ years of experience in taxation, financial planning, wealth management, or advisory
Active CPA required (or EA with significant tax planning experience)
Demonstrated ability to analyze complex tax scenarios and communicate them simply
Strong grasp of tax planning, retirement strategies, cash flow modeling, equity comp, business-owner considerations, and portfolio mechanics
Exceptional communication skills and acute attention to detail
Comfortable with high volumes of client interactions (video, phone, asynchronous)
Strong ability to work cross-functionally and influence product direction
Proficiency with Excel; familiarity with tax and planning tools; comfort working with data
Bias toward ownership, pace, clarity, and solving problems end-to-end
Preferred
CFP, CFA, or ECA a strong plus
Series 7, 63 and 65/66 preferred; willingness to obtain if not currently licensed
Benefits
Competitive cash compensation
Well-above-market equity packages
Company
Titan
Titan is a modern wealth management platform that solves urgent money problems for ambitious individuals.
11-50 employees
Funding
Current Stage
Growth StageTotal Funding
$73MKey Investors
Andreessen HorowitzGeneral CatalystY Combinator
2023-01-01Series Unknown
2021-07-20Series B· $58M
2021-02-16Series A· $12.5M
Leadership Team
Joe Percoco
Co-CEO & Co-Founder
Max Bernardy
Co-Founder
Recent News
Accel.
2026-01-08
2025-08-26
2025-04-01
Company data provided by crunchbase