Seasonal Business Solutions Advisor

About the company

The company is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork.

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures, QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft.

About the role

As a member of the Business Solutions team, you will play a key role in the onboarding process and ongoing account maintenance for the company members. Your responsibilities will include establishing the foundation for members’ new businesses, ensuring accurate filing of documents with both state and federal agencies, and verifying compliance for members with existing entities.

You will adeptly navigate various state department websites and analyze essential documentation. Additionally, you will facilitate smooth transitions for members upon their departure from the company. Effective communication with both internal departments and external members will be key, as you address inquiries, resolve concerns, and provide clarity on any arising issues. Navigating software applications such as Salesforce, Slack, Google Suite, the company Internal Platform, Confluence, Zoom, and Adobe is essential for carrying out these responsibilities.

Please note: This is a 12 month seasonal contract.

What you'll do

• Provide guidance and support to our members and internal teams, ensuring their entities are in compliance with the State and the IRS business formation regulations.

• Serve as a resource for questions related to S-corp and LLC formation & maintenance

• Diagnose and resolve filing rejection notices, name availability conflicts, and administrative holds.

• Triage and resolve IRS and state-specific procedural issues

• Assist with updating members’ personal and LLC information, and processing offboarding requests.

• Collaborate with cross-functional teams to streamline onboarding processes and ensure compliance with legal and regulatory requirements.

What you'll bring

• 1+ years of experience processing Secretary of State filings, corporate governance/compliance documents, or IRS registrations

• Knowledge of corporate lifecycle events, including initial formations, foreign qualifications, reinstatements, and dissolutions

• Familiarity with federal business requirement processes, such as obtaining IRS Employer Identification Numbers (EINs via Form SS-4)

• Experience navigating varying state online portals and understanding state-by-state filing fees, processing timelines, and statutory requirements

• Comfortable leveraging AI tools and automation to streamline daily workflows and research complex state filing guidelines efficiently and accurately.

• Proven ability to diagnose and resolve filing rejection notices, name availability conflicts, or administrative holds directly with state agency clerks.

• Resourcefulness and comfort with change and ambiguity in a fast-paced environment, balancing multiple tasks/priorities

• Collaborative mindset with the ability to work effectively within a team environment.

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