Overview
This role provides comprehensive federal and state tax compliance and consulting services to early-stage and high-growth startups across various industries. You will serve as a liaison between a portfolio of clients and outside agencies, partnering closely with the Accounting and Operations teams in a remote, fast-paced environment to meet client deliverables.
Responsibilities
- Input data into ProConnect Tax Software and conduct international tax return reviews
- Assist with various state and federal filing deadlines
- Maintain and manage the filing system in cloud-based software
- Maintain and update client projects in a proprietary app
- Monitor client Slack channels for support needs
- Research and address client questions and issues
- Build relationships with clients and provide planning, consulting, and expertise
- Review and occasionally support 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 preparing 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
- Adaptable and strategic; excels in ambiguity and can creatively solve problems while prioritizing multiple deadlines
- Proficient with computer information systems to present financial information, including ability to prepare statistical reports and analyze financial reports
- Skilled in research techniques to analyze data and make recommendations
Preferred Qualifications
Compensation & Benefits
- Annual base salary: $110,000 - $130,000 (based on experience, qualifications, and location)
- Performance-based bonuses: Eligible
- 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, headquartered in San Francisco (GTM team based in San Francisco).