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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.

Responsibilities

Understand clients’ financial background and goals, and help identify optimization opportunities.
Review, deliver, sign, and file federal and state tax returns including Form 1040 & 1120-S.
Consistently deliver high-quality results aligned with project requirements and organizational objectives while upholding Federal and State compliance.
Support tax professionals with day-to-day tasks, ensuring their continuous growth.
Mentor, train, and provide feedback to junior tax staff.
Balance immediate project needs with long-term organizational goals.
Effectively communicate tax updates and answers across the organization.
Research and analyze tax laws, regulations, and policies to produce comprehensive technical memos.
Present findings and recommendations to senior leadership and stakeholders.
Maintain up-to-date knowledge of changes in tax laws and their impact on compliance requirements.
Collaborate with leadership and other departments on tax-related matters and complex issues.
Serve as a subject matter expert on tax-related matters and return completions (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.

Requirements

Active CPA or EA or JD in state of residency.
3-5 years experience 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 cloud-based applications, tax research and preparation tools (CCH, GoSystems, SurePrep, Google Suite, Slack).
Strong organizational, interpersonal, written, and oral communication skills.
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.

Skills

Tax preparation
Tax filing
Federal and state tax returns
Form 1040
Form 1120-S
Form 1065
Schedules C/E/SE
Cloud-based applications
Tax research
Tax preparation tools
CCH
GoSystems
SurePrep
Google Suite
Slack
Organizational skills
Interpersonal skills
Written communication
Oral communication
Technical explanation
Trust building
Tech-savviness
Cross-functional workstreams
Multi-state tax principles
Nexus
Apportionment
State allocations

Location

Remote (U.S.)
Hybrid (Bay Area)

Work Type

Remote
Hybrid

Experience Level

3-5 years experience

Education Level

Active CPA or EA or JD

Benefits

$200 quarterly reimbursement for well-being
Fresh lunch provided on in-office days (hybrid schedule)
$150 monthly reimbursement for transit expenses (hybrid schedule)
Flexible PTO
14 company holidays
100% medical, dental, and vision coverage for employees
75% coverage for dependents
16 weeks fully paid parental leave
401k plan
Equity package
Quarterly virtual events
Annual in-person summit

About the Company

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.
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.

Equal Opportunity

#LI-Remote