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Collective · 4 days ago

Senior Tax Associate (Tax Compliance Manager)

United States

Full-time

Remote

Senior Level

5+ years exp

Collective is a company that supports self-employed individuals, and they are seeking a Senior Tax Associate to manage a portfolio of customers and contribute to the organization. The role involves reviewing and filing business tax returns, mentoring junior staff, and ensuring compliance with tax laws while optimizing the company's tax posture.

FinanceFinancial ServicesFinTech

Responsibilities

Understand our clients’ financial background, financial goals, and help our team identify optimization opportunities

Minimal client facing responsibilities

Review, deliver, sign, and file member’s business tax returns

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 changes to clients and internally 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

Assist in developing strategies for optimizing the company’s overall tax posture, while maintaining compliance with applicable tax laws

Collaborate with legal 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 be a point of contact for colleagues across the organization seeking advice or clarification

Prepare periodic reports on tax compliance status, potential risks, and opportunities for senior management

Qualification

CPAEnrolled AgentTax compliance expertiseS corporationsGo Systems proficiencyQBO experienceGusto experienceSalesforce experienceG Suite proficiencyTech-savvyCommunication skillsOrganizational skillsMentoring abilities

Required

CPA or Enrolled Agent and 5+ years of hands-on experience with S corporations

Prior experience with signing tax returns

Experience working with self-employed/small businesses (less than $1M revenue)

Strong organizational, interpersonal, written and oral communication skills and the ability to explain tax technical matters and 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 Go Systems (or other tax softwares), QBO, Gusto, Salesforce, G Suite