We are looking for a tax professional CPA (Certified Public Accountant) or EA (Enrolled Agent) who will provide tax advice and tax preparation services to Origin clients. Origin is a growing investment advisory firm that provides holistic financial advice. You’ll be on the front lines helping clients navigate tax solutions at an important position at the company. This is a remote full-time position where you will report directly to the Head of Planning Operations.
* You will engage with clients to fully understand their tax situation and needs.
* You will prepare returns and provide tax advice for each individual considering their financial and personal situation.
* Be an expert in various tax strategies such as employer equity.
* As a tax professional, we’ll lean on you heavily to provide feedback to Origin’s leadership on improving our tax planning and advice capabilities to make the lives of our users better.
* You will lead the effort to build a comprehensive tax solution for clients.
You're a perfect fit if
* You're analytical, detail-oriented, and are obsessed with helping people meet their financial goals.
* You have worked as a CPA or EA for at least two years and have experience in preparing tax returns.
*Have knowledge of various technological solutions that can be used to meet the needs of clients.
* You are a self-starter that likes to figure things out and problem solve.
* Can easily articulate tax strategies to clients.
* Comfortable in startups and unstructured work environments
* Bonus: You have worked at a fintech-related startup or have other professional tax credentials
* Double Bonus: You are a CFP® (Certified Financial Planner Professional™) or have other financial advice designations.
** Cheat Code: We screen for potential and hustle way more than any other factor
Telecommuting is allowed.
Origin is a financial well-being platform that partners with innovative employers to keep employees happy, healthy, and on the road to financial success. We believe that protecting your assets, family, and future shouldn’t require a Ph.D. in finance, so we built a company that puts financial management on autopilot.
Origin makes it easy and affordable for companies to offer a suite of best-in-class financial tools including student loan repayment, 401k optimization, savings tools, and debt management. We are the only holistic financial benefit that helps employees create personalized financial plans with access to on-demand financial advisors.