Carry · 4 hours ago
Tax Planner
United States
Full-time
Remote
Entry, Mid Level
$75K/yr - $100K/yr
Maximize your interview chancesFinancial ServicesWealth Management
Insider Connection @Carry
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Responsibilities
Work with clients on our fast-growing "VIP" services team
Help us drive tax saving strategies and products moving forward
Explore and implement tax strategies
Collaborate cross-functionally as we build the next generation of tax / fintech software tools
Qualification
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Required
Has a CPA with a PFS designation
Is open to and excited about working directly with clients to explore and implement tax strategies
Loves getting into the details of the tax code and finding opportunities across personal and business tax returns
Is excited to collaborate cross-functionally as we build the next generation of tax / fintech software tools
Benefits
Equity: Stock options and ownership opportunities in the business.
Medical, dental, and vision insurance
Paid vacation
Holidays
Sick days
Company
Carry
Carry helps business owners and modern professionals build wealth.
Founded in 2022
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
Company data provided by crunchbase
