Overview
This role provides comprehensive federal and state tax compliance and consulting services for early-stage and high-growth startups across multiple industries. You will serve as a liaison between a portfolio of clients and outside agencies, partnering closely with internal Accounting and Operations teams in a remote, fast-paced environment to meet client deliverables.
Responsibilities
- Enter data into ProConnect Tax Software and conduct international tax return reviews
- Support federal and state filing deadlines
- Maintain and manage the filing system in cloud-based software
- Maintain and update client projects in an internal proprietary app
- Monitor client Slack channels and provide support as needs arise
- Research and address client questions and issues
- Build client relationships and provide planning, consulting, and tax expertise
- Review and occasionally support the preparation of financial statements
- Collaborate with sales and marketing teams to implement strategic initiatives
- Participate in additional projects and duties as assigned
Requirements
- Bachelor’s degree required (concentration in Accounting or Finance preferred)
- CPA certification preferred
- 4+ years of experience in tax accounting with strong knowledge of general and tax accounting
- Extensive experience with corporate tax returns (federal and state), particularly C-Corps
- Proficient in ProConnect, QuickBooks Online, and Microsoft Excel
- Experience managing financials for multiple clients
- Working knowledge of international tax
- Strong written communication skills for process documentation and procedure manuals
- Ability to adapt and strategize in ambiguous situations; creatively solve problems and prioritize multiple deadlines
- Proficient in computer information systems to present financial information, including the ability to prepare statistical reports and analyze financial reports
- Skilled in research techniques to analyze data and make recommendations
Preferred Qualifications
Compensation & Benefits
- Competitive Compensation: $110,000 - $130,000 annually, based on experience, qualifications, and location
- Bonuses: Eligible for performance-based bonuses
- Health Coverage: medical, dental, and vision for you and your dependents
- 401(k): traditional and Roth, with a company match of up to 4%
- Time Off: flexible PTO plus 16 paid company holidays
Location
Remote-first team headquartered in San Francisco; GTM team based in San Francisco.
Equal Opportunity
The employer is an equal opportunity employer and makes employment decisions based on qualifications, merit, and business needs, without discrimination based on any characteristic protected by applicable federal, state, or local law.