Tax Strategist

Carry

6d•$110,000 - $125,000•Remote

About The Position

Carry is on a mission to help our customers grow wealth through smart strategies, tax-advantaged investing, and personalized planning. We started with the Solo 401(k) for self-employed business owners and are rapidly expanding our suite of products across investing and tax. Investing and tax can be opaque and confusing. We believe everyone deserves the same level of strategy, automation, and opportunity—and are building the tools to make that happen. We're looking for a Tax Strategist to be our in-house expert on all things tax. You'll shape how we think about tax optimization, guide product development, and ensure what we build actually works for real people. This role is perfect for a CPA or EA who's more excited about finding tax savings than filing returns—and wants to turn that knowledge into software.

Requirements

CPA, Enrolled Agent, or Attorney
2-6 years of experience with exposure to individual and small business tax planning (not just compliance)
You think about tax optimization, not just tax preparation
Product-minded and execution-focused
Comfortable in a startup environment—you'll be building process, not following it

Nice To Haves

Experience at a fintech, tax software company, or planning-focused firm
Familiarity with retirement accounts (401(k)s, IRAs), investment taxation, or small business entity planning

Responsibilities

Serve as Carry's tax authority—the person who can answer "can we do this?" and "should we?"
Identify tax strategies worth productizing and help prioritize our roadmap
Work closely with product and engineering to spec out tax logic and validate implementations
Stay current on tax law and translate changes into opportunities for our customers
Help with client-facing tax questions as needed