Full-Time

Senior Tax Accountant

Posted on 5/23/2024

Collective Hub

Collective Hub

201-500 employees

All-in-one financial solution for self-employed

Data & Analytics

Senior

Remote in USA

Required Skills
Salesforce
Requirements
  • CPA/EA OR 5+ years of hands-on experience with S corporations
  • Valid PTIN number
  • 5+ years of tax preparation experience including 2 years with 1120S returns
  • 10+ former or current clients working with self-employed/small businesses (less than $1M revenue)
  • Strong interpersonal skills
  • Tech-savvy
  • Experience leading complex, cross-functional workstreams
  • Experience with UltraTax, QBO, Gusto, Salesforce, G Suite
  • Experience with mentoring or coaching junior staff
Responsibilities
  • Inform members on how S-Corps work and how they can optimize taxes
  • Understand clients' financial background and goals, identify optimization opportunities, help with decision-making, and provide tax compliance services
  • Prepare and assist in filling personal and business taxes
  • Build and lead a team of emerging Tax professionals

Collective offers an all-in-one financial solution for self-employed business owners, focusing on S Corp formation for potential tax savings, along with company formation, tax, accounting, and bookkeeping services. The platform also provides a dedicated accounting team, payroll support, and personalized back-office systems to help self-employed individuals efficiently manage their finances.

Company Stage

Series A

Total Funding

$78.7M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights
Headcount

6 month growth

24%

1 year growth

91%

2 year growth

248%