Head of Tax

The role

You will build an AI-native tax practice from the ground up. You will design tax workflows, prepare and review complex returns, and partner with wealth advisors to integrate tax and investment advice.

What you will do

• Build the tax practice from zero
• Design an AI-native tax process including document collection and filing
• Prepare, review, and own returns for complex client situations
• Partner with wealth advisors on tax-loss harvesting and other strategies
• Own the tax service as a business including pricing, revenue, and capacity
• Manage risk, compliance, and quality standards
• Hire the team of preparers, reviewers, and specialists
• Select vendors and core tax return software

Required qualifications

• Active CPA license
• 8–15+ years in individual and high-net-worth tax experience at a top firm, family office, or planning-focused practice
• Experience preparing and reviewing complex 1040s
• Experience with equity compensation, rental real estate, and multi-state filings
• Comfort with business returns including S-corps, partnerships, and C-corps
• Ability to operate independently and drive impact
• Experience using AI in your work

Nice to have

• Experience working alongside a wealth management or RIA practice

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k)

About the company

Arca is a wealth management firm built from the ground up with AI. They are rebuilding the wealth management business from the inside using an AI platform for advisors.