Seasonal Tax Compliance Manager

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 Seasonal Tax Compliance Manager, you’ll join the company’s Tax team during our busiest time of year, playing a vital role as a trusted tax accountant to our members and Member Relations team. You’ll manage a portfolio of members while partnering closely with tax leadership and junior staff to deliver an exceptional tax experience.

This seasonal opportunity is ideal for experienced tax professionals looking for meaningful work with flexibility, whether you want to continue managing your own book of business, prefer seasonal work, or simply don’t want the commitment of a year-round role.

If you relate to the difficulties of being self-employed, navigating the world of setting up entities, keeping the books, getting taxes done, and want to join a small team, read on.

Please note: This is a 6-8 month seasonal contract.

What you'll do

• Understand our clients’ financial background and goals and help identify optimization opportunities.

• Review, deliver, sign, and file federal and state tax returns, including Forms 1040 and 1120-S.

• Consistently deliver high-quality results while upholding federal and state compliance requirements.

• Support our team of tax professionals with their day-to-day tasks and continued growth.

• Mentor, train, and provide feedback to junior tax staff.

• Effectively manage competing priorities and deadlines during a fast-paced tax season.

• Communicate updates and answers to tax questions across the organization.

• Research and analyze tax laws, regulations, and policies as needed.

• Maintain up-to-date knowledge of changes in tax laws and their impact on compliance requirements.

• Collaborate with leadership and other departments to address complex tax-related issues.

• Serve as a subject matter expert on tax matters and return completion, including 1120-S and 1040. Experience with Schedules C, E, and SE is a plus.

What you'll bring

• Excited by the flexibility of seasonal work and able to commit fully during the tax season.

• 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 with additional complexities such as Form 1065 and Schedules C, E, and SE is a plus.

• 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, with the ability to explain technical tax matters and build trust with teammates and members.

• Tech-savvy and able to quickly learn and navigate new tools.

• Exposure to multi-state tax principles, such as nexus, apportionment, and state allocations, is a strong plus.

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