Individual Tax Expert - CPA/EA

About the job

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.

Position: Individual Tax Professional (CPA / EA)
Type: Contract
Compensation: $110–$130/hour
Location: Remote

Role Responsibilities

• Apply federal and state (New York and/or California) tax rules to prepare and review complex returns.
• Evaluate and correct tax analyses, calculations, and positions for accuracy and completeness.
• Provide clear, structured written explanations of your reasoning and conclusions.
• Work with scenarios involving technology professionals with ISO equity and company tender offers (AMT planning).
• Handle cases with W-2 employees with primary residence and multiple rental properties.
• Address finance professionals with multiple K-1 investments in real estate, private equity, and fund of funds.

Qualifications

Must-Have

• 3–8 years of hands-on experience preparing complex individual (Form 1040) returns.
• Senior Associate to Manager level in individual tax compliance.
• Strong working knowledge of federal individual tax returns plus New York and/or California state returns.
• Excellent attention to detail and clear written communication.

Preferred

• CPA or Enrolled Agent (EA) credential.
• Experience with Big 4, national, or strong regional firm in private client / individual tax.
• Experience with equity compensation (ISOs/RSUs), AMT, partnership K-1s, rental properties, and multi-state residency.

Application Process (Takes 20–30 mins to complete)

• Upload resume
• AI interview based on your resume
• Submit form

Resources & Support

• For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome
• For any help or support, reach out to: support@mercor.com

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.