Seasonal Business Solutions Advisor

Collective • San Francisco, CA

1d • $25 - $25 • Remote

About The Position

As a member of Collective’s Business Solutions team, the Seasonal Business Solutions Advisor supports onboarding and ongoing account maintenance for members. The role establishes the foundation for members’ new businesses, ensures accurate filings with state and federal agencies, and verifies compliance for members with existing entities. It also involves navigating state department websites, analyzing documentation, and facilitating smooth transitions for members leaving Collective. Clear communication with internal teams and members is essential to address inquiries, resolve concerns, and explain issues. The role uses Salesforce, Slack, Google Suite, Collective Internal Platform, Confluence, Zoom, and Adobe. This 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 requirement processes, including obtaining IRS Employer Identification Numbers via Form SS-4.
• Experience navigating state online portals and understanding state-specific filing fees, processing timelines, and statutory requirements.
• Comfort using AI tools and automation to streamline workflows and research state filing guidelines accurately.
• Ability to diagnose and resolve filing rejections, name availability conflicts, or administrative holds directly with state agency clerks.
• Resourcefulness and comfort with change and ambiguity in a fast-paced environment, while balancing multiple tasks and priorities.
• Collaborative mindset and ability to work effectively on a team.

Responsibilities

• Guide and support members and internal teams to help ensure entities comply with state and IRS business formation regulations.
• Answer questions about 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

• Career Level: Entry Level
• Education Level: No Education Listed