Compensation Overview

About the role: 

As part of the Tax team, you will play a hybrid role of tax advisor and trusted tax accountant to our beloved customers. 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. 

If you relate to the difficulties of being self-employed, navigating the world of setting up entities, keeping the books, getting taxes done, and want to join a small team, read on. 

⚒️ Responsibilities: 

• Understand our clients’ financial background, financial goals, help them identify optimization opportunities, help them make a decision on reasonable salary, train them on quarterly checks, quarterly estimates and how Collective works. 
• Minimal client facing responsibilities. 
• Prepare, review and help to sign off and file member’s personal and business returns. 
• Build and lead a team of emerging Tax professionals taking responsibility for their day to day tasks, success, and failure ensuring their continuous growth.
• Mentor, train and provide feedback to junior tax staff on the team. 
• Effectively communicate updates or changes across the organization and partner with stakeholders.

🙌 What we want you to bring: 

• CPA/EA OR hold an active PTIN number AND 5+ years of hands-on experience with S corporations.
• 2+ years of relevant tax experience. 
• 5+ years of experience dealing with preparing and reviewing 1120, 1120S and 1040s. 
• Prior experience with signing off on returns.
• 10+ former or current clients working with self-employed/small businesses (less than $1M revenue).
• Strong interpersonal skills and the ability to build trust with self-employed professionals of all types. 
• Tech-savvy - needs to be very familiar or capable of learning and teaching tools quickly. 
• Demonstrated experience leading complex, cross-functional workstreams. 
• Experience with using UltraTax, Go Systems (or other tax softwares), QBO, Gusto, Salesforce, G Suite. 

Why work with us:

• Collective is the first online back office platform designed for Businesses-of-One.
• Tax is a very challenging space and you will grow fast.
• We were backed by top tier VCs.
• We promote open and transparent culture within the company.
• We’re fast-paced and you learn every day.

What we offer in return:

• Compensation Range: $78,000 - 87,000 USD annual base salary.
  *The salary ranges for the roles are posted for your convenience and review. Please understand that if an offer is presented, the offer compensation package will be based on the relevant position related skills a candidate demonstrates during our formal interview process.
• A remote friendly environment.
• A diverse and collaborative team culture.
• Stock options package.
• 14 company holidays + unlimited PTO.
• 401K
• Employer paid Health, Vision and Dental Insurance
  • 100% coverage for employees
  • 75% coverage for dependents
• PC laptop + $750 Home office stipend
• 16 weeks paid parental leave
• Fertility benefits, up to $8k
• Team events and virtual gatherings
• $600 wellness bonus