Senior Member Support Specialist (Accounting & Tax)

Collective • San Francisco, CA

3d • Remote

About The Position

Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork.
Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft.
As a Senior Member Support Specialist at Collective, you will guide new members through a smooth and successful onboarding experience onto our all-in-one accounting platform, which includes bookkeeping, payroll, and more.
We’re looking for someone who genuinely cares about supporting and empowering solopreneurs. The work is fast-paced and dynamic, and every day brings something new. You’ll play a key advisory role in helping entrepreneurs understand their finances and run their businesses with confidence.
Please note: This role requires experience specifically within accounting and/or tax.

Requirements

• 4+ years of customer experience or support, and 2+ years working in accounting or taxes
• Experience with Xero, QuickBooks Online, Gusto, ADP, or similar accounting and payroll tools
• Strong understanding of payroll taxes; experience with S-Corp payroll is a plus
• A passion for helping our members and thriving in a customer-centric role
• Attention to detail, strong customer service skills, and the ability to manage multiple tasks
• Clear, professional written and verbal communication
• Ability to work effectively in a fast-paced environment with minimal supervision

Responsibilities

• Conduct video calls with members each day (approximately 4–5 hours daily)
• Use your accounting expertise to create P&L reports and balance sheet statements for members who often have mixed business and personal activity
• Break down complex technical topics into clear, easy-to-understand explanations
• Guide members through running their first payroll and understanding payroll taxes
• Support entrepreneurs and the self-employed with a member-first mindset

Benefits

• Remote-Friendly Environment: Flexibility to work from home while staying connected to the team.
• Health & Wellness: $200 quarterly reimbursement to support your well-being.
• Time Off: Flexible PTO plus 14 company holidays.
• Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents.
• Parental Leave: 16 weeks fully paid.
• Retirement & Ownership: 401k plan plus an equity package.
• Team Connection: Quarterly virtual events and an annual in-person summit.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees