Provide tax guidance and return preparation for high-net-worth clients with complex equity compensation, including ISOs, NSOs, RSUs, AMT, and multi-state filings. Advise on equity exercises, vesting, sales, and related tax planning. Own the Tax Pro workflow from document collection through filing, collaborate with CFP professionals, maintain accurate deadlines, and improve tax processes as the service scales.

The Enterprise Account Executive will lead strategic sales efforts with Fortune 1000 employers, owning the full sales cycle and managing relationships with stakeholders. Responsibilities include driving revenue, conducting consultative discovery, and navigating procurement processes.