Job Description
*Individual applicants only. Tax and Accounting firms should not solicit business based on this opening. Please attach a resume of no more than 2 pages.**
About Us
We are an Arizona-based startup dedicated to building software that automates bookkeeping and tax processes for small businesses. Our journey began with the goal of helping small businesses use their financial data to make timely decisions, survive loan due diligence, and work with acquirers/investors. However, we quickly realized that the underlying issue was that bookkeeping is challenging and often disliked by small business owners.
Since then, we've been working tirelessly to develop high-quality, real-time, and affordable accounting technology tailored for small businesses. Our clients include dentists, restaurant owners, insurance agents, realtors, and many other professionals from diverse backgrounds. Some have tried managing their books in QuickBooks Online (QBO) but couldn't keep up. Others paid too much for quarterly bookkeeping services from CPA firms. Some even switched from companies like Bench and Pilot in search of better service.
Our team is a close-knit group of CPAs, engineers, tax preparers, product designers, and marketers. We support each other, communicate openly, have fun at work, and all share a common mission: to help real people run their businesses better.
About the Role
The Tax Onboarding Specialist position is ideal for someone looking to develop professionally in the FinTech space. We operate with a small, close-knit team that is incredibly passionate about the problem we are solving. With a mix of team members who have successful past startup exits, significant experience within the finance industry, and prestigious machine learning expertise, we offer incredible mentorship and learning opportunities that are hard to find elsewhere. If you are a self-motivated go-getter ready to add value to an early-stage startup, this is the place for you.
The Tax Onboarding Specialist will be responsible for client onboarding, collecting necessary documents, client follow-up, internal workflow, and preparing and reviewing a variety of complex tax returns for individuals and businesses. This position requires knowledge of tax laws and regulations, excellent communication skills, strong Excel skills, and a proven ability to work independently and as part of a team. If you're ready to leverage your tax experience in a setting that values and promotes proactive problem-solving and high-quality outcomes, we are looking for you.
Our Ideal Candidate
- Has SMB tax preparation experience, working with a variety of small businesses to prepare and review federal and state tax returns for individuals, corporations, partnerships, trusts, and estates.
- Possesses robust problem-solving skills, capable of handling complex workflows and projects efficiently.
- Engages effectively with high-value clients to optimize their account setups and enhance their overall experience with our services.
- Leads and supports a team in tax tasks, leveraging our technology solution and system to ensure consistency and accuracy in research, document storage, communication, and tax products.
- Is skilled in onboarding companies to a ready state for tax preparation, ensuring a seamless handoff to the Tax Operations team.
- Excels in communication, able to clearly convey and explain intricate tax and accounting data to clients as needed.
- Has 3+ years in tax preparation, with a preference for those with multi-client experience.
- Has expertise in reviewing financial statements and tax filings.
- Is eager to drive continuous improvement in our automated bookkeeping and tax systems and contribute to our business intelligence solutions.
- Is proficient with tax software such as ProSeries, Lacerte, or similar; experience in Sharefile is a plus.
- Possesses an active EA or CPA certification.
- Preferably has a Bachelor's degree in business, accounting, or related fields.
- Skills that are nice to have include QBO and Drake experience.
About the Team
Our Tax team consists of seasoned professionals in tax, accounting, and financial operations who are dedicated to onboarding customers and initializing their tax preparation and compliance requirements. Team members are detail-oriented and work to enhance the efficiency and accuracy of our tax operations, focusing on our AI-driven bookkeeping and tax products. These professionals manage comprehensive tax service tasks and ensure seamless operations through close interactions with both internal stakeholders and clients.
Choosing to work with us means committing to an organization where creativity and problem-solving are at the core of what we do. Here, you will work on meaningful projects that you believe in, within a product-led, agile framework that respects and values your contributions. We offer unique growth and career opportunities as the company is poised to scale rapidly. You own your work and outcomes in an environment that supports professional development through continual improvement and collaboration.
Examples of Projects You Could Own in This Role
- Bridge the gap between Bookkeeping, Tax, and Onboarding teams to ensure more seamless workflows.
- Make final changes to financials to send on to the Tax team. This involves applying your critical thinking and problem-solving abilities to analyze and rectify any tax and bookkeeping issues. This includes identifying discrepancies, devising a comprehensive action plan to address these issues, and either executing the plan yourself or overseeing its implementation to ensure accurate and efficient outcomes.
- Assist in training the Bookkeeping team on standard policy changes needed and implement the same for better tax financials.
- Design and implement comprehensive chart of account setups for new clients, ensuring seamless integration with Tax.
- Lead troubleshooting initiatives, enhancing functionality and user experience.
Work-From-Home Policy
We offer a work-from-home policy that caters to modern professional needs while maintaining team cohesion and effectiveness. Our company is the ideal place for those looking to make a significant impact in the FinTech space. Our team is close-knit, consisting of individuals with successful startup exits, extensive experience in the finance industry, and prestigious backgrounds in machine learning. This rich mix provides unparalleled mentorship and learning opportunities, positioning us as a prime setting for self-motivated go-getters ready to contribute to our success. If you're looking to develop as a professional in an environment where every contribution matters, this is where you want to be.
**Remote work available**
Employment Type: Full-Time
Salary: $ 60,000.00 70,000.00 Per Year
Job Tags
Full time, Work from home,