• Location: Fully Remote
• Type: Perm
• Job #24537

Company Overview:
A rapidly growing financial technology company is on a mission to democratize tax strategies traditionally reserved for the ultra-wealthy, achieving 7 figures in annual revenue with a team of 12. They are seeking a Trust Accountant to enhance their platform, making complex financial planning accessible to all.

Job Responsibilities:

• Filing trust taxes, including Charitable Remainder Trusts and Non-grantor Trusts, ensuring timely filing of tax returns and payments.
• Collaborating with the product team to build and perfect an automated accounting system to scale the product to thousands of customers.
• Providing guidance to customers and partners on the tax implications of various strategies, business decisions, and financial transactions.
• Identifying potential tax savings opportunities and recommending strategies to clients.

Qualifications:

• 5+ years of accounting experience.
• Previous trust accounting experience, including familiarity with accounting for Charitable Remainder Trusts and Non-grantor Trusts.
• CPA or Enrolled Agent certification.
• Excellent prioritization and project management skills.
• Eagerness to learn and adapt to new tools and technologies.
• Passion for working in a fast-paced, small, early-stage startup environment.

Compensation:
Salary: $110,000 – $180,000, Plus Equity