At Origin, our mission is to bring financial planning and advice to every employee everywhere. Origin is growing fast and we are expanding into new markets across the globe. You will work with Origin’s product and operations teams to deliver high-quality service and advice to our users. Your work and expertise in tax will bring to life our mission of enabling every employee, everywhere to reach their life goals of owning a home, buying a car, or sending their kids to college.
What you will do:
You will report to Origin’s Head of Financial Planning & Advice as well as work cross-functionally with our product team. You will be responsible for working directly with Origin’s users who may have tax & financial planning needs as well as collaborating with our product team as a subject matter expert. This opportunity will enable you to contribute to the building of a world-class FinTech platform’s tax product.
Providing tax advice and tax filing services to Origin’s users as well as advancing our thought leadership on meeting our user’s needs.
Acting as Origin’s de-facto Tax subject matter expert across Origin’s customer and user base – helping us provide users with tax expertise and planning around advanced tax issues such as employer stock options and other equity compensation packages.
Be a major contributor in defining and setting the product team’s roadmap as it relates to our plans for launching new tax features and products.
You’re a perfect fit if:
You are a CPA or EA.
You also are a Certified Financial Planner (CFP).
You have 5+ years of tax preparation experience and/or personal financial planning experience.
You have deep expertise in complex tax situations and planning.
You see broken things and fix them along the way.
You have an entrepreneurial drive.
You’re a hustler (e.g. move fast, work hard, and are resilient). This will not be easy, but that doesn’t scare you.
Additional Salary Information: Possible equity compensation package.
Origin is a financial well-being platform that partners with innovative employers to keep employees happy, healthy, and on the road to financial success. We believe that protecting your assets, family, and future shouldn’t require a Ph.D. in finance, so we built a company that puts financial management on autopilot.
Origin makes it easy and affordable for companies to offer a suite of best-in-class financial tools including student loan repayment, 401k optimization, savings tools, and debt management. We are the only holistic financial benefit that provides financial planning to every employee, everywhere. No middlemen. No confusing terms. Just simplicity.
Our team is led by repeat founders and is backed by leading VC firms like Founders Fund, Felicis, and General Catalyst.