Formations · 2 months ago
Tax Preparer - Kirkland WA (hybrid)
Kirkland, WA
Full-time
Hybrid
Entry Level
$60K/yr - $80K/yr
1+ years expFormations is a Seattle-based startup reimagining financial management for self-employed professionals. They are seeking Tax Preparers to help prepare and review individual tax returns, while also growing their tax and accounting knowledge.
FinanceFinancial Services
Responsibilities
Preparation and review of individual 1040, 1120S, 1065 tax returns
Build tax estimates and projections using tax and accounting data
Review and understand tax documentation and use the information to drive solutions for customers
Work as part of a cross-functional department, partnering with Customer Success Managers to help drive project completion
Ability to coordinate and accomplish tasks with remote professionals and team members
Qualification
Required
You have 1+ years of tax experience
Bachelor's degree in tax or accounting (or equivalent experience)
You have excellent communication skills, verbal and written and can easily translate technical concepts into simple terms
You are a strong team player that can step and provide support wherever needed
You are skilled with technology and working in a remote environment
You are able to adapt in a quickly growing and changing company with multiple priorities
Preferred
Tax or accounting certifications (Enrolled Agent/CPA/etc)
S-Corp knowledge and experience
You have worked in a start-up environment
Experience with CCH Axcess tax software
Benefits
Full Medical, dental vision
Generous parental leave
Life insurance
401K plan including employer matching. Plan matches 100% of an employee's contributions up to 4% of their annual base salary, with immediate vesting for matched contributions
Equity- Formations offer every EE to be an owner. As such we grant every new hire an equity package our very generous equity plan is vested over standard 4 years
Formations encourages employees to give back with paid volunteer time of up to 16 hours a year
Adopting a flexible-hybrid approach means that there isn't a one-size-fits-all solution but rather a highly adjustable and personal model that can take various shapes and forms
Positive and collaborative culture
Opportunity to influence the shape of the company
Company
Formations
Formations is a financial service company that delivers financial management solutions for full-time self-employed.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$11.5MKey Investors
Arthur Ventures
2022-04-13Series A· $8M
2021-01-01Seed· $3.5M
Leadership Team
Shahar Plinner
CEO and Founder
Uri Bar-Joseph
Co-Founder and CPO
Recent News
2024-02-15
2022-04-18
Crowdfund Insider
2022-04-17
Company data provided by crunchbase