Head of Tax

ABOUT ARCA

Arca is a wealth management firm built from the ground up with AI. Most people get financial advice that's reactive: an annual check-in, a plan that's a document instead of a living thing, a relationship where you're one of three hundred clients your advisor is trying to remember. We think that's backwards. The kind of service that used to require a team of specialists behind you, the kind that makes you feel like the only person in the room, should be available to far more than the ultra-wealthy.

So we're building it. We're not SaaS — we are the wealth management business, rebuilding it from the inside with AI. Our platform is an Iron Man suit for advisors: it takes over the low-leverage work so they can focus on what actually requires a human, showing up with empathy, context, and judgment. Underneath, it keeps a living understanding of each client. It remembers the thing you mentioned once, six months ago. It notices when your life changes — a new job, a new kid, a market shift — and adjusts before you think to ask. You won't see the technology. You'll just notice your advisor seems to know you better than any financial professional ever has.

That's the product we're growing: client by client, on the strength of the experience itself. We started by acquiring firms managing over $1B in client assets, which gave us real advisors, real clients, and real financial outcomes to build against from day one. But acquisition was the starting line. The bet is that an advisor backed by this platform delivers something good enough that clients come to us on their own.

It's a $20T market, and we think it's ready to be rebuilt.

— Rron, CEO

THE RECEIPTS

- Stage: Series A, $64M raised

- Backed by: General Catalyst, Index Ventures, Venrock

- Board & Advisors: Former CEO of Vanguard, Former CFO of Schwab, Founder of Altruist, Morgan Housel (author of The Psychology of Money), Will Guidara (former co-owner of Eleven Madison Park and author of Unreasonable Hospitality)

THE TEAM

We’re small on purpose and engineering heavy: about 80% of the team is technical. We’re based in NYC and hail from high growth startups like Stripe, Ramp, Rippling, Plaid, Doordash, and Glean.

We’re fully in-office in Flatiron, five days a week—lunch together, coffee breaks, basketball games, happy hours.

THE ROLE

As Arca's Head of Tax, you'll build our tax practice from zero — the first tax hire, with a blank page and a mandate to make tax a proactive part of clients' financial life. Tax is where most of our clients feel the most friction, feel the most uncertain, and get the least help. A scramble for documents every spring, a preparer who sees one year at a time, and a wealth advisor who's never quite looped in. We think tax should be continuous, coordinated with the rest of the plan, and done ahead of the deadline instead of after it.

You're here to build an AI-native tax practice from day one including the document gathering process, return preparation and review, client projection/planning before a client thinks to ask, and more. You'll design what the agents do, where a professional's judgment has to step in, and ensure end-to-end quality.

This is a hands-on role involving return preparation, directly helping clients on their most complex situations, partner closely with our wealth advisors so tax and investment advice move as one, and own the service as a business: pricing, revenue, capacity, and the team you'll hire behind you. Most of your time goes to two things: doing the tax work and designing the platform that does it better, sitting next to the engineers who build it.

WHAT YOU’LL OWN

- The tax practice. What we offer — starting with individual returns (1040s) and year-round planning, projections, and notices, and expanding to business returns (S-corps and other entity returns) for clients who own businesses — who it's for, and the standard every engagement is held to. You set the scope, the service model, th