Tax Advisor / CPA

Titan

3 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

Titan 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.