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Tax Advisor / CPA at Titan - ApplyBlast

Tax Advisor / CPA

Titan

11 months ago

4.5 on Glassdoor

New York, NY

Onsite

Full Time

Senior

1 applicant

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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

Active CPAEA with significant tax planning experienceCFPCFAECA

About Titan

www.titan.com

Headquarters

New York, New York, United States

Company Size

51-200 employees

Founded

2017

View Profile

Titan is a modern wealth management platform designed specifically for tech employees, pairing clients with a dedicated human financial advisor. The platform specializes in equity compensation planning, RSU strategy, tax optimization, investment management, and retirement planning. As a registered investment advisor (RIA), Titan focuses on helping clients navigate high-stakes financial decisions such as RSU vesting, liquidity events, and career transitions.