Gelt

Role Description - Provide authoritative advice on challenging tax matters - Lead review and quality control on intricate tax returns to ensure accuracy, compliance, and optimal tax positions - Serve as the primary technical resource for the tax team - Delve into complex tax topics as you research and apply authoritative advice on nuanced tax subjects - Serve as the team lead for 2-4 tax associates - Meet with high-profile/complex clients - Assist with developing and designing tax models based on current regulations and tax strategies - Assess and validate current tax software - Develop best practices Qualifications - CPA with 7+ years of relevant experience with S-Corporations, and Individuals including HNWIs in professional services, technology, real estate, and financial services - At least 2 years of experience managing and mentoring a small team of tax preparers - Bachelor’s or Master’s degree in Accounting or Taxation - Deep knowledge of federal tax law, including pass-throughs and corporations - Tech-savvy and process-oriented—comfortable optimizing workflows - Ability to distill complex tax issues into clear, actionable advice - Experience with 1120s, trusts, estates, and gift tax planning - Familiarity with private equity and venture capital clients - Excellent written and verbal communication skills Benefits - Small, collaborative team where your voice matters - Entrepreneurial, fast-paced culture with strong values - 100% remote with flexible hours - Opportunity to shape how modern tax services are delivered - Competitive compensation and benefits Company Description Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. Our goal is to optimize our clients’ taxes and ensure their compliance by utilizing our proprietary technology platform and team of expert in-house tax professionals.

Tax Manager, CPA/EA (Full-Time, Remote, USA) Who we are: Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. Our goal is to optimize our clients’ taxes and ensure their compliance by utilizing our proprietary technology platform and team of expert in-house tax professionals. You will: - Team Leader: Serve as a team leader for 2-4 tax associates addressing and resolving inquiries, managing daily, weekly, monthly and quarterly workflows, assisting with drafting client emails and fostering client relationships and providing guidance on complex client scenarios in order to assist with tax return preparation. - Client Consultation: Meet with clients to discuss their tax situation, offer advice, and ensure client satisfaction. Meetings will be scheduled more regularly during tax season to review tax returns. - Review and Quality Control: Examine intricate tax returns to ensure accuracy, compliance, and optimal tax positions before filing. - Research and Analysis: Delve into complex tax topics to extract precise information, staying updated with the latest tax regulations, and providing authoritative advice on nuanced tax subjects. - Continued Education: Stay updated with the ever-evolving tax landscape, including the latest rulings, legislation, and best practices. - Documentation: Document research findings, create internal best practices, and assist in training materials for the broader team. Requirements We are looking for someone who has: - 7+ years of work experience with S-Corporations (1120S), partnerships (1065), and individuals (1040) - mostly in professional services, technology, real estate and financial services industries - 2+ years of managing a small team of tax preparers - A bachelor’s / master’s degree in Accounting / Taxation - A CPA, EA or tax attorney - a must - Sound knowledge on direct tax law - Ability to breakdown complex processes to simplify and optimize them - Enjoys fast paced startup environment - Nice to have: experience with corporations (1120), estate planning and trusts, gifts - Nice to have: PE and VC (funds) experience We appreciate people who are: - Passionate about what they do - Fast & creative thinkers & doers - Clear communicators

Role Description As a Senior Technical Tax Manager, you will: - Stay updated with the latest tax regulations and provide authoritative advice on challenging tax matters. - Scrutinize intricate tax returns to ensure accuracy, compliance, and optimal tax positions before filing. - Act as the primary technical resource for the tax team. - Address and resolve inquiries and provide guidance on complex client scenarios. - Lead mentoring, training, internal processes, and procedures. - Meet with high-profile/complex clients. - Assist with developing and designing tax models based on current regulations and tax strategies. - Assess and validate current tax software. Qualifications - CPA or EA with 10+ years of relevant experience. - At least 3 years of experience managing and mentoring a small tax team. - Bachelor’s or Master’s degree in Accounting or Taxation. - Deep knowledge of federal tax law, including pass-throughs and corporations. - Tech-savvy and process-oriented—comfortable optimizing workflows. - Able to distill complex tax issues into clear, actionable advice. - Motivated by autonomy, impact, and building something meaningful. Requirements - Experience with 1120s, trusts, estates, and gift tax planning. - Familiarity with private equity and venture capital clients. Company Description Gelt is a tech-driven tax company providing premium tax solutions for closely-held businesses, HNWIs, and investors. Our goal is to optimize our clients’ taxes and ensure their compliance by utilizing our proprietary technology platform and team of expert in-house tax professionals.