Tax Compliance Manager

Collective • San Francisco, CA

5d • 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, QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft. About the role: As part of the Tax team, you will play a vital role as a trusted tax accountant to our beloved customers and our Member Relations team. You will have the ability to manage a portfolio of customers and contribute significantly to the organization. Your impact will be felt from the brand to the bottom line. Beyond just the business, you will be a valuable liaison between tax management and junior staff on the Collective team. If you relate to the difficulties of being self-employed, navigating the world of setting up entities, keeping the books, getting taxes done, and want to join a smaller team, read on.

Requirements

• Active CPA or EA or JD in state of residency
• 3-5 years experience with preparing, signing and filing returns: Form 1040 & 1120-S: experience with additional complexities (Form 1065, Schedules C/E/SE are a plus)
• Strong technical proficiency using a variety of cloud-based applications, tax research and preparation tools (CCH, GoSystems, SurePrep, Google Suite, Slack)
• Strong organizational, interpersonal, written and oral communication skills and the ability to explain tax technical matters and build trust with internal teammates and members.
• Tech-savvy - needs to be very familiar or capable of learning and teaching tools quickly.
• Demonstrated experience leading complex, cross-functional workstreams.
• Exposure working with multi-state tax principles (such as nexus, apportionment, state allocations) is a strong plus

Responsibilities

• Understand our clients’ financial background, financial goals, and help our team identify optimization opportunities.
• Review, deliver, sign, and file federal and state tax returns including Form 1040 & 1120-S
• Consistently deliver high-quality results that align with both project requirements and organizational objectives while upholding Federal and State compliance requirements.
• Support our team of tax professionals assisting with their day to day tasks ensuring their continuous growth.
• Mentor, train and provide feedback to junior tax staff on the team.
• Balance immediate project needs with the broader, long-term goals of the organization, ensuring tactical actions support strategic direction.
• Effectively communicate updates or answers to tax questions across the organization facilitating understanding and engagement across diverse audiences.
• Research and analyze tax laws, regulations, and policies to produce comprehensive and accurate technical memos.
• Present findings and recommendations in a professional manner to senior leadership and relevant stakeholders.
• Maintain up-to-date knowledge of changes in tax laws and their impact on the organization’s compliance requirements.
• Collaborate with leadership and other departments to ensure alignment on tax-related matters and to address complex issues.
• Serve as a subject matter expert on tax-related matters and return completions such as 1120-S, 1040 with schedules C, E and SE a bonus
• Prepare periodic reports on tax compliance status, potential risks, and opportunities for senior management.

Benefits

• Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. Please note that we're open to remote candidates within the U.S. for this role, but Bay Area-based employees follow a hybrid schedule.
• $200 quarterly reimbursement to support your well-being.
• Fresh Lunch: Provided on in-office days for those in a hybrid schedule.
• $150 monthly reimbursement for transit expenses for those in a hybrid schedule.
• Flexible PTO plus 14 company holidays.
• 100% medical, dental, and vision for employees; 75% coverage for dependents.
• 16 weeks fully paid Parental Leave.
• 401k plan plus an equity package.
• 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