Tax Compliance Manager

About the role:

As part of the Tax team, you will play a vital role as a trusted tax accountant to our customers and our Member Relations team. 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 smaller team, read on.

What you'll do:

• Understand our clients’ financial background, financial goals, and help our team identify optimization opportunities.
• Review, deliver, sign, and file federal and state tax returns including Form 1040 & 1120-S.
• Consistently deliver high-quality results that align with both project requirements and organizational objectives while upholding Federal and State compliance requirements.
• Support our team of tax professionals assisting with their day-to-day tasks ensuring their continuous growth.
• Mentor, train and provide feedback to junior tax staff on the team.
• Balance immediate project needs with the broader, long-term goals of the organization, ensuring tactical actions support strategic direction.
• Effectively communicate updates or answers to tax questions across the organization, facilitating understanding and engagement across diverse audiences.
• Research and analyze tax laws, regulations, and policies to produce comprehensive and accurate technical memos. Present findings and recommendations in a professional manner to senior leadership and relevant stakeholders.
• Maintain up-to-date knowledge of changes in tax laws and their impact on the organization’s compliance requirements.
• Collaborate with leadership and other departments to ensure alignment on tax-related matters and to address complex issues.
• Serve as a subject matter expert on tax-related matters and return completions such as 1120-S and 1040 with schedules C, E and SE; these are a bonus.
• Prepare periodic reports on tax compliance status, potential risks, and opportunities for senior management.

What you'll bring:

• Active CPA, EA, or JD in state of residency.
• 3-5 years of experience preparing, signing, and filing returns: Form 1040 and 1120-S; experience with additional complexities such as Form 1065 and Schedules C/E/SE is a plus.
• Strong technical proficiency using a variety of cloud-based applications, tax research, and preparation tools, including CCH, GoSystems, SurePrep, Google Suite, and Slack.
• Strong organizational, interpersonal, written, and oral communication skills, with the ability to explain tax technical matters and build trust with internal teammates and members.
• Tech-savvy and very familiar with, or capable of quickly learning and teaching, tools.
• Demonstrated experience leading complex, cross-functional workstreams.
• Exposure to multi-state tax principles such as nexus, apportionment, and state allocations is a strong plus.

What we offer:

• Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. We're open to remote candidates within the U.S. for this role, but Bay Area-based employees follow a hybrid schedule.
• Health & Wellness: $200 quarterly reimbursement to support your well-being.
• Fresh Lunch: Provided on in-office days for those in a hybrid schedule.
• Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule.
• Health & Wellness: $200 quarterly reimbursement to support your well-being.
• Time Off: Flexible PTO plus 14 company holidays.
• Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents.
• Parental Leave: 16 weeks fully paid.
• Retirement & Ownership: 401k plan plus an equity package.
• Team Connection: Quarterly virtual events and an annual in-person summit.