Tax Advisor / CPA
Titan
About this role
The Tax Advisor / CPA at Titan is responsible for developing tax planning solutions that enhance the advisory experience, creating scalable, technology-driven workflows for tax and financial planning. This role requires delivering comprehensive tax strategies, reducing preparatory time for advisors, and collaborating across teams to educate clients effectively about tax implications and investment strategies. The position demands a strong background in taxation and financial planning, as well as excellent communication skills to simplify complex scenarios for clients.
Skills
Qualifications
About Titan
www.titan.comTitan is a modern registered investment advisor (RIA) designed specifically for high-earning professionals. It provides a comprehensive platform that helps users manage their investing, taxes, retirement, and more, all in one place. With a focus on streamlined financial management, Titan aims to simplify the complexities of wealth management for its clients, ensuring they maximize their financial potential. The company leverages technology and personalized advice to empower users in achieving their financial goals.
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About Titan
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for Titan.
Salary
$80k – $200k
per year