Senior Tax Planner (AI/Fintech)

Vaco by Highspring; New York (NY); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

100% employee benefits coverage

75% coverage for dependents

Job summary

Vaco by Highspring in New York, NY is looking for an individual with HNW Individual Tax experience from Public Accounting. The role involves consulting with HNW clients, conducting research, and creating process flows, while liaising with engineers to aid in tech stack scaling. Candidates must have a CPA in progress or have passed at least one of the four parts. The position offers 100% employee benefits coverage and 75% for dependents.

Qualifications

• Targeting candidates with HNW Individual Tax experience from Public Accounting.
• CPA in progress (completed CPA) or having successfully passed at least one of the four parts.

Responsibilities

• Consult with high-net-worth (HNW) clients.
• Conduct research and create process flows.
• Handle filing and completion tasks.
• Liaise with engineers to assist in building and scaling the company's tech stack.

Skills

HNW Individual Tax experience

Consultation skills

Research skills

Process flow creation

Education

CPA (in progress or completed)

Job description

Overview

Backed by big-tech investment arms, VC, and PE. This function is a blend of consultation with HNW clients, research, process flow creation, filing/completion, and liaising with engineers to help build/scale their tech stack. The company's tools handle much of the administrative process, so you can focus more on the tasks above. The role is open due to growth. Company covers 100% of employee benefits, and 75% of Dependents. Targeting candidates with HNW Individual Tax experience out of Public Accounting. To be considered you must either have your CPA complete, or have successfully passed at least 1 of the 4 parts.

Responsibilities

Note: The original description describes responsibilities informally; the following consolidates to job-like responsibilities derived from the text:

• Consult with high-net-worth (HNW) clients.
• Conduct research and create process flows.
• Handle filing and completion tasks.
• Liaise with engineers to assist in building and scaling the company\'s tech stack.

Qualifications

- Targeting candidates with HNW Individual Tax experience from Public Accounting.

- CPA in progress (completed CPA) or having successfully passed at least one of the four parts.

Equal Opportunity Notice

Highspring LLC (d/b/a Vaco by Highspring) and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco by Highspring") are committed to the full inclusion of all qualified individuals and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by applicable law. The company is also committed to ensuring that persons who need them are provided with reasonable accommodations; if an accommodation is needed to participate in the job application or interview process, please contact [e-mail].

Vaco by Highspring also wants all applicants to know their rights that workplace discrimination is illegal.

Representation Notice

By submitting to this position, you agree that you will be giving Vaco by Highspring the exclusive right to present you as a candidate for the foregoing employment opportunity. Additionally, you agree to be included in our talent pool for future hiring for similarly qualified positions. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. Lastly, you agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco by Highspring about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco by Highspring agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.

For residents of Ontario, Canada only: to the extent the position for employment is not with Highspring or not otherwise noted as vacant above, candidate should be informed that this role is to replace a presently employed person at Vaco by Highspring\'s client.

Privacy Notice

Vaco by Highspring respects your privacy and are committed to providing transparent notice of our policies.

• California residents may access Vaco by Highspring HR Notice at Collection for California Applicants and Employees here.
• Virginia residents may access our state specific policies here.
• Residents of all other states may access our policies here.
• Canadian residents may access our policies in English here and in French here.
• Residents of countries governed by GDPR and UK GDPR may access our policies here.

Additionally, submissions to this position are subject to the use of AI to perform preliminary candidate screenings, focused on ensuring minimum job requirements noted in the position are satisfied. More details about Vaco by Highspring\'s use of AI can be found here (https://www.highspring.com/ai-use-notices/). Further assessment of candidates beyond this initial phase will be conducted by recruiters and hiring managers. Vaco by Highspring does not know and cannot opine on if its client\'s use of AI products in hiring.

Pay Transparency Notice

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

· the individual\'s skill sets, experience and training;

· licensure and certification requirements;

· office location and other geographic considerations; and

· other business and organizational needs.

With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses and/or participation in medical, dental, and vision benefits as well as the company\'s retirement plan (or similar retirement benefits).