Tax Advisor / CPA at Titan

New York, New York, United States

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$80,000 – $200,000Compensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, Wealth Management, FinTechIndustries

Requirements

4–8+ years of experience in taxation, financial planning, wealth management, or advisory
Active CPA required (or EA with significant tax planning experience)
CFP, CFA, or ECA a strong plus
Demonstrated ability to analyze complex tax scenarios

Responsibilities

Deliver world-class tax-centric planning: Build modular and comprehensive plans that integrate tax projections, retirement optimization, filing strategies, equity comp, college planning, and entity considerations. Translate complexity into simple next steps for clients
Multiply advisor capacity: Reduce prep time through tax templates, projections, workflows, and decision trees. Support advisors in structuring cases and identifying opportunities for wallet share expansion
Architect the systems that scale tax planning: Codify the “Titan Tax Standard,” build our internal knowledge base, and help identify which tax workflows can be automated, templatized, or delegated
Educate clients with clarity: Explain tax implications, planning choices, and investment considerations in a way that inspires confidence—not confusion
Analyze tax + investment strategies with precision: Run tax projections, evaluate rollover options, model Roth conversions, assess AMT triggers, evaluate exercise strategies, perform multi-year scenarios, and tie advice back to investment implications
Collaborate cross-functionally: Partner with Investment Research, Growth/Marketing, and Engineering/Product/Design to ensure Titan remains laser-focused on what matters most to clients

Skills

Key technologies and capabilities for this role

CPATax PlanningFinancial PlanningWealth ManagementAILLMs

Questions & Answers

Common questions about this position

What is the salary range for the Tax Advisor / CPA role?

The salary range is $80K - $200K.

Is this a remote position or does it require in-office work?

This is an in-person role with a vibrant in-person culture, where the team works together in the office and founders are present every day.

What skills or experience are required for this Tax Advisor role?

The role requires CPA expertise to deliver tax-centric financial planning, including tax projections, retirement optimization, filing strategies, equity comp, college planning, and entity considerations, plus the ability to support advisors and design scalable systems.

What is the company culture like at Titan?

Titan has a vibrant in-person culture with a high-touch team that works together in the office daily, including founders, emphasizing disproportionate impact in a small team and an ambitious vision to democratize wealth management.

What makes a strong candidate for this CPA position?

A strong candidate is excited by the intersection of tax strategy, financial planning, client education, and technology, with CPA skills to build scalable tax planning systems and support advisors in complex client conversations.

Titan

Wealth management for high-earning professionals

About Titan

Titan provides wealth management services specifically tailored for high-earning professionals who are making significant impacts in their fields. The firm offers personalized investment advice and brokerage services, ensuring that clients receive tailored financial guidance to meet their unique needs. Titan operates through SEC-registered entities, which adds a layer of trust and security to its services. What sets Titan apart from its competitors is its combination of traditional wealth management practices with innovative member benefits, creating a comprehensive platform that aims to support clients throughout their financial journey. The goal of Titan is to be the ultimate wealth management solution for this generation, allowing clients to focus on their careers and personal lives while ensuring their financial wellbeing.

New York City, New YorkHeadquarters

1981Year Founded

$168.3MTotal Funding

LATE_VCCompany Stage

Fintech, Financial ServicesIndustries

201-500Employees

Benefits

Work with a passionate, diverse, smart team on a product that helps tens of thousands of people

Backed by top-tier VCs

Competitive compensation package (including equity component)

Medical and dental insurance

Unlimited PTO and Sick Days

401(k) plan with employer match

MacBook / PC laptop provided

Internet stipend

Health & Wellness stipend

Currently remote-hybrid environment; NYC presence preferred but not mandatory

Work-from-home stipend to optimize your set-up

Risks

Increased competition from fintech startups like Robinhood could dilute Titan's market share.

Reliance on celebrity endorsements may backfire if associated figures face scandals.

Regulatory scrutiny on fintech companies is increasing, raising compliance costs for Titan.

Differentiation

Titan combines traditional wealth management with Silicon Valley innovation.

Titan offers personalized investment advice through SEC-registered entities.

Titan is backed by celebrities and athletes, enhancing its brand visibility.

Upsides

Titan raised $58M in Series B funding led by Andreessen Horowitz.

The rise of personalized financial services aligns with Titan's approach.

Titan can leverage the trend of influencer marketing in the financial sector.

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