Job Description
📋 Description Lead tax compliance for a portfolio of customers within a remote team. Collaborate with Tax and Member Relations to optimize client finances and ensure accuracy. Mentor and train junior tax staff; coordinate cross-functional workstreams. Stay current on tax laws and communicate updates to stakeholders. Support day-to-day tasks of tax professionals and maintain timely filings. Balance short-term project needs with long-term organizational goals. 🎯 Requirements Active CPA or EA or JD in state of residency 3-5 years of experience preparing, signing, and filing returns (1040, 1120-S); experience with Proficiency with cloud-based tax tools (CCH, GoSystems, SurePrep) and Google Suite/Slack Strong communication, organizational, and interpersonal skills Tech-savvy; able to learn and teach new tools quickly Experience leading complex, cross-functional workstreams; multi-state tax principles a plus 🎁 Benefits Remote-Friendly Environment; open to remote US candidates with a Bay Area hybrid option Health & Wellness: $200 quarterly wellness reimbursement Fresh Lunch on in-office days (hybrid) Commuter Support: $150 monthly transit reimbursement (hybrid) Time Off: Flexible PTO plus 14 holidays Comprehensive medical, dental, vision coverage; dependent coverage options
