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Strategic Tax Planning CPA with QSBS & Multi-Entity Expertise
Seven-figure net worth technology founder seeking a proactive tax planning partner. Looking for expertise in wealth preservation, tax optimization, and QSBS qualification. Ideal partner will help navigate both business tax strategy and personal wealth planning with a focus on optimizing future exit scenarios. Multiple entities (2 LLCs as S-Corps and 1 C-Corp) Key Requirements: - Extensive experience with tax planning for early-stage SaaS companies, particularly around QSBS (Qualified Small Business Stock) optimization - Deep expertise in multi-entity structures involving S-Corps and C-Corps, including tax-efficient structuring between entities - Proven track record of proactive tax planning and preservation strategies for high-growth technology companies - Experience with California tax implications for technology company exits - Strong background in R&D tax credits and other technology-focused tax incentives Primary Responsibilities: - Refine tax strategy across multiple entities to optimize both current tax positions and future exit scenarios - Provide strategic guidance on QSBS qualification and maintenance - Implement tax-efficient strategies for moving value between entities - Proactively identify tax saving opportunities across all business activities - Regular planning sessions to review and adjust strategies as business evolves - Advise on tax implications of potential exit scenarios and help structure operations to optimize outcomes Qualifications: - CPA license required - Demonstrated expertise with QSBS and multi-entity structuring and tax planning - Strong understanding of California tax law - Experience with technology company exits preferred - Track record of proactive client communication and strategic planning = Extensive experience working with high-net-worth individuals in technology - Knowledge of integrated personal and business tax planning strategies - Experience with wealth preservation techniques and estate planning - Understanding of founder-specific tax issues and exit planning