Full-Time

State and Local Tax

Salt, Manager

Confirmed live in the last 24 hours

Collective Hub

Collective Hub

201-500 employees

Financial services for self-employed entrepreneurs

Fintech
Financial Services

Compensation Overview

$120k - $155kAnnually

Senior

Remote in USA

Remote friendly environment.

Category
Tax Accounting
Accounting
Requirements
  • CPA or EA required.
  • Bachelor’s degree in Accounting, Finance, or a related field. Advanced degree (e.g., Master’s in Taxation or JD/LLM) preferred.
  • +5 years of experience in public accounting or a corporate tax department with a focus on state and local tax.
  • +5 years of tax seasons experience with sole proprietors and S Corps.
  • Experience with US multi-State compliance.
  • Strong technical knowledge of state and local tax laws and regulations.
  • Excellent leadership, communication, and project management skills.
  • Ability to work independently and manage multiple project engagements.
  • Proficiency with tax research tools and software (e.g., CCH, RIA, OneSource).
Responsibilities
  • Manage state and local tax engagements for a variety of members, including tax planning, compliance, and consulting.
  • Review state and local income/franchise, sales/use, and other tax returns.
  • Stay current on changes in tax laws, regulations, and rulings for state and local taxes.
  • Identify and implement tax savings strategies related to SALT for members.
  • Mentor a team of tax professionals, providing coaching and development.
  • Assist in the preparation of proposals and participate in new business development efforts.
  • Collaborate with the tax and legal team to ensure alignment of state and local tax strategies with broader tax objectives.

Collective Hub provides financial solutions for self-employed entrepreneurs and small business owners, focusing on helping them save money on taxes by organizing their businesses as S Corporations. Members go through a simple process to determine if this structure is beneficial, and if so, they receive personalized guidance from a Collective Advisor. The company sets up a tailored back office system that includes monthly bookkeeping and payroll services, along with access to a dedicated finance team. Collective Hub operates on a membership model with an affordable monthly fee that is tax-deductible, aiming to simplify financial management for its members.

Company Stage

Seed

Total Funding

$76.5M

Headquarters

San Francisco, California

Founded

2020

Growth & Insights
Headcount

6 month growth

9%

1 year growth

41%

2 year growth

23%
Simplify Jobs

Simplify's Take

What believers are saying

  • The AI-powered accounting platform can significantly reduce the time and cost associated with financial management for solopreneurs.
  • Access to a dedicated finance team and Member Relationship Manager ensures personalized and expert financial advice, enhancing member satisfaction and retention.
  • The affordable, tax-deductible membership model can lead to substantial tax savings, making the service cost-effective and attractive to potential members.

What critics are saying

  • The niche focus on self-employed entrepreneurs and small business owners may limit market size and growth potential.
  • Dependence on the effectiveness of AI-powered tools could pose risks if the technology fails to meet user expectations or encounters technical issues.

What makes Collective Hub unique

  • Collective.com specifically targets self-employed entrepreneurs and small business owners, offering a niche service of organizing them as S Corporations to save on taxes.
  • Their membership model, which includes monthly bookkeeping and payroll services at no extra charge, provides a comprehensive financial solution that is both affordable and tax-deductible.
  • The integration of AI-powered accounting tools sets Collective.com apart by combining human expertise with technological efficiency, addressing the unique needs of solopreneurs.

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