Review and offer guidance on individual tax returns for clients with complex equity compensation, including ISOs, NSOs, RSUs, and AMT considerations.
Advise on tax implications of equity events like exercises, vesting, and sales, and flag planning opportunities before deadlines pass.
Partner with the CFP® team to coordinate tax positions and financial plans, and own the tax prep workflow end to end.
LearnLux is a leading provider of workplace financial wellbeing, blending fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™ professionals. The company is venture-backed with over $35M raised and is a growth-focused business with a fast-paced, ownership-driven culture.
Develop and lead the global tax strategy covering corporate income tax, transfer pricing, and indirect taxes.
Establish and maintain a comprehensive global tax compliance calendar and audit governance framework.
Lead relationships with global tax advisors, statutory audit firms, and external partners.
The company is a rapidly expanding multinational professional services organization. It emphasizes integrity, professional excellence, and continuous improvement, with an inclusive and diverse working environment.
Lead global tax strategy, compliance, and transfer pricing across 11+ countries.
Manage global audit governance, statutory audits, and benefit plan audits.
Coordinate with external tax and audit advisors and support acquisitions.
We are a professional services company providing accelerated operational readiness for mission-critical and regulated industries. Established in 1996, we have grown to nearly 800 people worldwide and are guided by integrity and a relentless pursuit of excellence.
Own technical tax positions across a complex fund platform including REITs, RICs, TRSs, C corporations, partnerships, and a Qualified Opportunity Fund.
Design and manage the delivery model between in-house and external capacity, including vendor budgets, review controls, and compliance across all entities.
Ensure compliance with REIT/RIC qualification, ASC 740 provisions, investor tax reporting, and transaction structuring.
Fundrise is a financial technology company on a mission to build a better financial system for the individual. With over 2 million users and $3 billion in assets under management, it is the largest direct-to-investor alternative asset platform in the US, making institutional-quality real estate, private credit, and venture capital investments accessible to anyone.