About the Role:

Are you a tax expert with a passion for technology and innovation? Join our Tax Credits team and help shape the future of tax credit software.  

As the Head of Tax Credits Compliance, you will play a crucial role in ensuring our product remains accurate, compliant, and easy to use. Your expertise will be instrumental in developing new features, supporting clients, and staying ahead of industry trends. This is an exciting opportunity to join a dynamic team and make a real impact on small businesses all across America.

About the Team:

The Tax Credits team is on a mission to democratize tax credits and grants.  We aim to make access to tax credits and grants ubiquitous for SMBs & business advisors, ensuring every business receives the financial support they deserve to fuel growth, innovation and long-term success.

Here’s what you’ll do day-to-day:

• Tax Research: Conduct in-depth research on tax credits, including R&D tax credits, WOTC, and other relevant incentives, to identify new opportunities and stay ahead of industry trends.
• Product Development: Collaborate with our engineering and product teams to develop and enhance our tax credit software, ensuring it remains compliant with the latest tax laws and regulations.
• Compliance: Monitor changes in tax laws and regulations to ensure our product remains compliant and provide guidance to clients on compliance matters.

Here’s what we’re looking for:

• Experience:  10+ years in tax compliance, preferably with a focus on tax credits
• Product Development: experience working at a software company and/or in a product-oriented environment, with a demonstrated ability to translate technical knowledge into innovative product features
• Communication: Excellent communication skills, both written and verbal, to effectively interact with clients, team members, and stakeholders.
• Problem-Solving: A strong problem-solving mindset, with the ability to identify and resolve complex tax issues.
• Leadership: Strong leadership skills, with the ability to inspire and motivate cross-functional teammates to achieve exceptional results.
• Education:  
  • Bachelor’s degree in accounting, finance, or a related field.
  • Master’s degree in taxation or a similar field is preferred but not required
• Certifications:  
  • Certified Public Accountant (CPA) is required (active or inactive)
  • Chartered Tax Practitioner (CTP) or IRS Enrolled Agent (EA), any additional certifications related to tax credits, such as the R&D Credit Certification, are a plus

Our cash compensation range for this role is $147,000 to $178,000/year in Denver, and $174,000 to $216,000/year in San Francisco & New York. Remote locations will vary based on our geographical pay approach. Final offer amounts are determined by multiple factors, including candidate location, experience and expertise, and may vary from the amounts listed above.