Tax Compliance Manager

The role

You will manage a portfolio of members and partner with tax leadership and junior staff. You will review, sign, and file federal and state tax returns including Forms 1040 and 1120-S.

What you will do

• Understand clients' financial background and goals to identify optimization opportunities.
• Review, deliver, sign, and file federal and state tax returns, including Forms 1040 and 1120-S.
• Deliver high-quality results while upholding federal and state compliance requirements.
• Support tax professionals with day-to-day tasks and continued growth.
• Mentor, train, and provide feedback to junior tax staff.
• Manage competing priorities and deadlines during tax season.
• Communicate updates and answers to tax questions across the organization.
• Research and analyze tax laws, regulations, and policies.
• Maintain up-to-date knowledge of changes in tax laws.
• Collaborate with leadership and other departments to address complex tax-related issues.

Required qualifications

• Active CPA, EA, or JD in state of residency.
• 3–5 years of experience preparing, signing, and filing returns, including Forms 1040 and 1120-S.
• Experience successfully managing deadlines and a high volume of returns during tax season.
• Strong technical proficiency using cloud-based applications, tax research, and preparation tools such as CCH, GoSystems, SurePrep, Google Suite, and Slack.
• Strong organizational, interpersonal, written, and oral communication skills.
• Tech-savvy and able to quickly learn and navigate new tools.

Nice to have

• Experience with Schedules C, E, and SE
• Experience with Form 1065
• Exposure to multi-state tax principles, such as nexus, apportionment, and state allocations

Benefits

• Remote-Friendly Environment
• $200 quarterly reimbursement for health and wellness
• Fresh Lunch provided on in-office days for hybrid schedule
• $150 monthly reimbursement for transit expenses for hybrid schedule
• Flexible PTO plus 14 company holidays
• 100% medical, dental, and vision for employees
• 75% coverage for dependents
• 16 weeks fully paid parental leave
• 401k plan
• Equity package
• Quarterly virtual events
• Annual in-person summit

About the company

Collective is on a mission to redefine the way businesses-of-one work. Their technology and team of advisors help members achieve financial independence through integrated services like accounting, bookkeeping, and tax services.