Wealthfront is hiring a

Tax Manager

Palo Alto, United States
Full-Time
Remote
Wealthfront is seeking a Tax Manager to join the Finance and Accounting team in building a scalable infrastructure to support a dynamic, high-growth business. As the company’s first tax hire, the Tax Manager will play a foundational role in developing and managing the tax function, including overseeing monthly, quarterly, and annual tax filings, assisting with tax provisions, and preparing tax returns. The Tax Manager will collaborate closely with leading accounting, tax, and advisory firms to leverage their expertise and ensure best practices, fostering a supportive and solutions-oriented environment. Reporting to the Sr. Director of Accounting, this position offers the unique opportunity to design and implement key tax processes while eventually building and leading a tax team to scale with the company's growth. As a partner to the entire Finance and Accounting team, you will combine a commitment to Wealthfront’s mission with a passion for leading a strategic function that supports critical operating decisions across the organization. Tax Planning and Compliance
  • Participate in all stages of tax planning initiatives, providing guidance in accordance with ASC 740
  • Prepare income tax accounting memoranda to document analysis and conclusions for transactions and other non-routine matters, ensuring compliance with internal controls 
  • Lead tax engagements, manage deadline expectations, prepare and/or review tax returns.
  • Review quarterly estimates, extensions, returns and assist with annual tax projections
  • Research and consult on various tax issues
  • Tax Operations and Filing
  • Maintain the tax calendar to ensure timely filing and compliance
  • Handle in-house monthly, quarterly, and annual tax filings, such as franchise, B&O, and gross receipts taxes
  • Communicate with IRS and state tax authorities in response to audits, inquiries, and tax notices.
  • Review and submissions of annual 1099s
  • Basic Qualifications
  • Minimum of six (6) years of corporate income tax experience, including four (4) years of provision tax experience
  • Bachelor's degree in Accounting, Finance, or related field
  • Working knowledge of the U.S. GAAP accounting principles and ASC 740
  • Excellent communication skills and ability to work effectively in a team
  • Must be highly dedicated with a positive attitude, self-motivated, a team player who takes initiative and is willing to learn
  • Preferred Qualifications
  • CPA and/or Master's in Taxation
  • Expertise in navigating complex tax regulations and laws
  • Strong analytical and problem-solving skills in tax-related matters
  • Ability to develop and implement tax planning strategies
  • Experience with Netsuite, Carta, Shareworks, MS Office/G suite
  • Estimated annual salary range: $148,000-171,000 USD plus Bonus and Equity.
    Benefits include medical, vision, dental, 401K plan, generous time off, parental leave, wellness reimbursements, professional development, employee investing discount, and more!

    About Wealthfront

    Here at Wealthfront, our mission is to create a financial system that favors people, not institutions. We do this by leveraging technology to build powerful, low-cost, and easy-to-use financial products that help modern investors grow and manage their money.

    We started with the ambition to transform the investment advisory business. By automating strategies typically reserved for the wealthy, we unlocked access to high quality investment advice for a digitally-native generation that was underserved by traditional institutions. Since then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including:

    • A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features.

    • A zero-commission Stock Investing Account with 50+ handpicked collections that help DIY investors discover new companies and make smarter investing decisions.

    • Multiple automated investing portfolios designed to unlock tax savings through sophisticated strategies like fixed income, tax-loss harvesting, and direct indexing—which we offer at industry-leading low costs and accessible minimums.

    Our award-winning products have attracted over 1 million clients who trust us with more than $80 billion of their hard earned savings—and we're far from done. If you’re inspired to help us reshape the financial industry as we create our next chapter, let’s talk!

    For more information please visit www.wealthfront.com.We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

    Please review our candidate privacy notice


    Disclosures: All investing involves risk, including the possible loss of principal. Tax-Loss Harvesting benefits vary depending on the client's entire tax and investment profile. Wealthfront doesn’t provide tax advice. The Cash Account is offered by Wealthfront Brokerage LLC (“Wealthfront Brokerage”), Member of FINRA/SIPC. Wealthfront Brokerage is not a bank. We convey funds to partner banks who accept and maintain deposits, provide the variable interest rate, and provide access to FDIC pass-through insurance. Investment management and advisory services–which are not FDIC insured–are provided by Wealthfront Advisers LLC (“Wealthfront Advisers”), an SEC-registered investment adviser. The checking features offered in the Wealthfront Cash Account are provided by Green Dot Bank, Member FDIC. Fees and Eligibility requirements may apply to certain checking features, please see the Deposit Account Agreement for details.

    By “award-winning products”, please refer to www.wealthfront.com/reviews for more information. Wealthfront Corporation oversees Total Client Assets and Trusted Clients through Wealthfront Advisers and Wealthfront Brokerage. Wealthfront Advisers and Wealthfront Brokerage are wholly owned subsidiaries of Wealthfront Corporation.

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