Accounting Jobs at HQ Digital

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Director Tax and Estate

HQ Digital
$84k - $90k estimated

This job is closed

What is the role?

We are currently hiring fora Tax and Estate Director to work within Digital Currency Group's newest subsidiary. The new subsidiary remains in stealth mode, but will be working with the world’s leading crypto, blockchain, andDeFientrepreneurs and investors. In this role, you will act as a tax and estate planning adviser, working directly with clients and their advisers to consider and implement both core estate planning concepts and more sophisticated tax and estate planning techniques.

You will execute your work in the format of a modern-day project manager with an emphasis on the client’s experience – not the law firm model. Success in this position will require client-facing skills and the ability to remain current with the latest developments in tax and estate planning, with a particular emphasis on issues relevant to founders of early-stage companies and individuals with significant exposure to crypto assets.

What you have to achieve

  • At the end of your first month, you will have reviewed clients’ existing estate planning documents and coordinated with the Tax and Estate planning group to communicate an unbiased assessment to clients in a clear and approachable format.
  • At the end of your third month, you will have coordinated with outside counsel to fine tune draft estate planning documents, learned to work with project management software to track ongoing tax and estate planning projects for a range of clients, and helped to develop our internal knowledge management system for technical tax and estate issues relevant to the crypto and startup ecosystem.
  • At the end of your sixth month, you will be working directly with clients to identify and prioritize action items relating to their personal tax and estate planning, advanced technical expertise relating to planning with digital assets, and worked to help the Tax and Estate team continue to leverage technology to provide the highest level of service to clients through a modern user experience.

What we expect

Expertise in tax and estate planning

  • 4-6+ years of private practice experience in the estate planning field.
  • A strong understanding of the legal issues relevant to personal tax, trust, and estate planning.
  • Experience working directly with clients on estate planning matters.
  • Excellent communication skills, especially the ability to have a dialogue about complex tax and legal issues in simple and unpretentious terms.
  • An eagerness to understand the technical underpinnings of crypto assets and the evolving tax and legal treatment of these assets.
  • An ability to remain current with changes in law and cutting edge estate planning techniques.

Solving problems, together

  • You have a natural curiosity about estate planning, and are eager learn and remain up to date with constantly evolving rules affecting estate planning for participants in the crypto industry.
  • You are a proven collaborator and communicator; you know how to listen and work well with experts across disciplines.
  • You know how to admit what you don’t know, and how to ask the right people for help.
  • You thrive working in complex environments with many internal and external stakeholders.
  • You take privacy and security seriously, and always consider them when developing solutions.

Excited to build from scratch

  • Comfortable with ambiguity
  • A self-starter who proactively identifies and develops solutions to problems
  • Highly organized and able to keep multiple projects on track simultaneously