Seasonal Business Solutions Advisor

Collective • San Francisco, CA

2d • Remote

About The Position

Collective is a technology platform and team of trusted advisors that supports self-employed people with business incorporation, accounting, bookkeeping, tax services, and community. The Seasonal Business Solutions Advisor will be part of the Business Solutions team, supporting onboarding and ongoing account maintenance for Collective members. The role establishes foundations for members’ businesses, ensures documents are accurately filed with state and federal agencies, verifies compliance for existing entities, and helps members transition away from Collective. It requires navigating state department websites, reviewing documentation, and communicating with members and internal teams to answer questions and resolve concerns. The position is a 12-month seasonal contract.

Requirements

• At least 1 year of experience processing Secretary of State filings, corporate governance or compliance documents, or IRS registrations.
• Knowledge of corporate lifecycle events, including initial formations, foreign qualifications, reinstatements, and dissolutions.
• Familiarity with federal business requirements, such as obtaining IRS Employer Identification Numbers (EINs) using Form SS-4.
• Experience navigating state online portals and understanding state-specific filing fees, processing timelines, and statutory requirements.
• Ability to diagnose and resolve filing rejection notices, name availability conflicts, or administrative holds directly with state agency clerks.
• Resourcefulness and comfort with change and ambiguity in a fast-paced environment, including balancing multiple tasks and priorities.
• Collaborative mindset and ability to work effectively within a team.

Nice To Haves

• Comfort using AI tools and automation to streamline daily workflows and research complex state filing guidelines efficiently and accurately.

Responsibilities

• Guide and support members and internal teams to help ensure member entities comply with state and IRS business formation regulations.
• Answer questions related to S-corporation and LLC formation and maintenance.
• Diagnose and resolve filing rejection notices, name availability conflicts, and administrative holds.
• Triage and resolve IRS and state-specific procedural issues.
• Update members’ personal and LLC information and process offboarding requests.
• Collaborate with cross-functional teams to streamline onboarding and ensure compliance with legal and regulatory requirements.

What This Job Offers

• Education Level: No Education Listed