The opportunity
Do you love working with startups and SMBs? Do you enjoy learning new areas of tax law?
What you'll do
Assist with the calculations, reviews, or audits of various tax credits: submitted by customers or their accountants.
Compile, automate, and maintain detailed customer reconciliation reports,: detailing total credits issued, date issued, and credits pending.
Support the team in performing monthly, quarterly, and annual internal: reconciliations of balances due to and due from customers. Work cross-functionally with teams to communicate outstanding balances due from customers.
Work with our internal design and product teams to test new features and: provide usability and compliance feedback from an accountant’s perspective.
Leverage your tax expertise to assist with projects that provide thought: leadership and insights into general industry needs and business opportunities.
Assist with the tracking and compilation of team OKRs, KPIs, and SLA: performance metrics to communicate operational insights, monitor service delivery trends, and highlight process improvement opportunities across the business and cross-functional initiatives.
What they're looking for
- years of experience at a Big 4 accounting firm providing tax consulting or: tax compliance services in any of the following areas: income taxes, tax provisions, fixed assets, tax credits and incentives, state and local taxes, or mergers & acquisitions. No payroll tax experience required.
- years of experience working with one or more business entity types (C-Corp,: S-Corp, LLC, etc) from multiple industries.
- CPA license or eligibility for the CPA license required.
- Working proficiency with Microsoft Office (Excel, Power Point) and Google Suite (Sheets, Slides).
- Experience with reading and learning complex federal and state legislation.
- Good business partnership instincts: an ability to quickly develop trusted relationships among functional peers.
- Strong communication skills that are suitable for a fast paced, rapid decision-making environment.
- Hands-on experience with specific tools a plus: JIRA, Confluence, Gumloop, ChatGPT, Gemini, and Cursor.
