CPA / Tax Advisor – Startup Equity, 83(b), 409A, Founder Tax Planning

Job Description We are looking for an experienced CPA or tax advisor to support a California-based startup founder with equity-related tax planning and compliance. This role is not basic tax preparation. We need someone with hands-on experience advising founders and early-stage startups on complex equity and compensation tax matters. The engagement is initially advisory/project-based, with potential for ongoing support. Scope of Work (High Level) Advise on tax implications of restricted stock, vesting, and equity restructuring Review and confirm correct tax treatment for: Vesting acceleration Interim 409A-based income events Section 83(b) elections Coordinate between company-side tax reporting and personal tax obligations Confirm withholding, reporting, and documentation requirements Provide clear guidance on: Ordinary income vs capital gains Timing of tax liabilities Risk mitigation and compliance best practices Required Expertise (Very Important) We are specifically looking for someone with deep experience in the following areas: Startup equity taxation Restricted stock Vesting schedules Vesting acceleration Section 83(b) elections Timing, filing, consequences 409A valuations Understanding how FMV impacts taxable events Interpreting interim 409A values for tax purposes Founder compensation planning Equity vs salary Phantom income risk IRS and California tax treatment Ordinary income vs capital gains Withholding and reporting (W-2 or equivalent) Nice to Have Experience working with VC-backed startups Familiarity with Carta or similar cap table / valuation platforms Experience coordinating with startup counsel (e.g., Wilson Sonsini, Cooley, Fenwick) Ability to explain complex tax topics clearly and practically What We Are NOT Looking For Basic individual tax preparation only Entry-level accountants Someone without real startup equity experience If you’ve never advised on 83(b), vesting, or 409A-related tax events, this is likely not a good fit. Apply tot his job

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