- Location
- New York City · McLean, VA · Bellevue, WA
- Workplace
- Onsite
- Type
- Full-time
- Department
- Tax
- Seniority
- Senior
- Experience
- 7+ years
- Source
- Ashby
Skills
ComplianceCPA
Benefits
Retirement Planning: Advising on tax-efficient retirement savings plans, including IRAs, Roth IRAs, and 401(k) plans.Charitable Giving: Techniques for maximizing tax benefits through charitable donations, including donor-advised funds and charitable trusts.Education Savings: Advising on tax-advantaged education savings plans, such as 529 plans and Coverdell Education Savings Accounts.Stock Options and Equity Compensation: Planning for tax-efficient exercise and sale of stock options, including Restricted Stock Units (RSUs), Restricted Stock Awards (RSAs), Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NSOs).Alternative Minimum Tax (AMT) Planning: Techniques for managing exposure to the AMT, particularly with regard to the exercise of ISOs.Real Property Investments: Provide tax planning services specifically for real property investments, including strategies for maximizing depreciation deductions, understanding the implications of 1031 exchanges, managing rental income and expenses, and leveraging tax credits and incentives for real estate investments.State and Local Tax Optimization (SALT): Planning to minimize state and local tax liabilities, including residency and domicile considerations.International Taxation: Manage international tax issues including US persons living abroad and foreign investments.Estate and Gift Tax Planning: Strategies for minimizing estate and gift taxes, including the use of trusts and lifetime gifting.