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Data scientist · CA

Data scientist equity comp in California

How data scientists earning rsu should plan around California's 13.3% top marginal rate.

Typical comp shape

Data scientists usually earn rsu. Common employers include Meta, Netflix, Uber.

What California changes

In California, every RSU vest, NSO exercise, and ESPP purchase carries 13.3% state tax on top of federal. For a senior data scientist with $300k+ of equity income, the state layer routinely adds $25-45k to the annual bill.

State AMT for ISO holders

If your data scientist role grants ISOs (common at pre-IPO startups, uncommon at post-IPO mega-caps), be aware that California runs its own AMT calculation. An ISO exercise-and-hold here generates AMT at two layers, not one.

Planning cadence

For a data scientist in California, the three planning windows are: after each RSU vest (withholding check and sell-vs-hold), before any ISO exercise (AMT model at both federal and state), and in Q4 (estimated tax top-up to clear the safe harbor).

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