Carry · 3 weeks ago
Tax Strategist
United States
Full-time
Remote
Mid, Senior Level
$110K/yr - $125K/yr
2+ years expCarry is on a mission to help customers grow wealth through smart strategies and personalized planning. They are seeking a Tax Strategist to serve as their in-house tax authority, focusing on tax optimization and guiding product development.
Financial ServicesWealth Management
Hiring Manager
Jacquelyn Fox Coleman
Responsibilities
Serve as Carry's tax authority—the person who can answer "can we do this?" and "should we?"
Identify tax strategies worth productizing and help prioritize our roadmap
Work closely with product and engineering to spec out tax logic and validate implementations
Stay current on tax law and translate changes into opportunities for our customers
Help with client-facing tax questions as needed
Qualification
Required
CPA, Enrolled Agent, or Attorney
2-6 years of experience with exposure to individual and small business tax planning (not just compliance)
You think about tax optimization, not just tax preparation
Product-minded and execution-focused
Comfortable in a startup environment—you'll be building process, not following it
Experience at a fintech, tax software company, or planning-focused firm
Familiarity with retirement accounts (401(k)s, IRAs), investment taxation, or small business entity planning
Benefits
Generous equity package
Competitive health, dental, and vision benefits
Paid time off
401(K) match
And other benefits
Company
Carry
Carry helps business owners and modern professionals build wealth.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$14.5MKey Investors
AccompliceVibe VC
2024-07-17Series A· $10M
2022-12-08Seed· $4.5M
Leadership Team
Alejandro Roman
Co-Founder
Recent News
Business Insider
2025-08-22
Company data provided by crunchbase