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
Carry helps customers grow wealth through smart strategies, tax-advantaged investing, and personalized planning. They are a small, focused team building real products that help people gain control of their finances, valuing high ownership and fast iteration.
Conduct final technical reviews of tax returns and documents.
Research complex tax issues and provide recommendations for resolution.
Stay updated on changes in tax laws and procedures.
They are a 100% virtual CPA firm serving Real Estate Investors, Syndicates, and Fund Managers. Their team is located all over the United States and they are innovators of tax services and firm culture with work-life integration.
Responsible for leading client relationships, reviewing and delivering income tax returns, tax projections, and analysis for high-net-worth and ultra-high-net-worth clients. Must be detail-oriented and possess excellent time-management skills. Mentoring responsibility for a team of Senior Tax Associates, Tax Associates, and/or Tax Support Specialists.
Mercer Advisors has worked with families to help them amplify and simplify their financial lives for 40 years by integrating financial planning, investment management, tax, estate, insurance, and more.
Lead compliance for complex exempt‑organization filings. Advise on UBIT/UBTI analyses and mitigate tax risk. Guide exemption matters and handle IRS/state controversy support.
BPM—where caring and community are in our company DNA.