Jobs at Collective

• Conduct video Zoom calls with members everyday (~4-5 hours per day)
• Use your 5+ years of accounting expertise to create P&L reports and Balance Sheet Statements for members who come to you with mixed business and personal accounts

• Own the product area vision, strategy, implementation, and customer & business outcomes for Growth

• Grow Collective’s customer base through innovative product-led growth experiences (e.g. referrals, multi-user product experiences, community features and more)

• Inform members on how S-Corps work and how they can be a tool to optimize taxes, tell them how Collective works
• Understand our clients’ financial background, financial goals, help them identify optimization opportunities, help them make a decision on reasonable salary, train them on quarterly checks, quarterly estimates and how Collective works

• Payroll Tax Registration with States - No Experience Needed, We Teach You!

Follow documented steps to register LLCs as employers with their state.
Troubleshoot roadblocks.
Update documentation.
Analyze poorly written state websites and develop strategies to solve problems.
Call state department representatives to solve problems.
Interact with co-workers before and after you in the flow to improve the process.
Manage the solution process and communication between members, state representatives, gusto staff, and collective staff.

• Provide clear, professional, and timely support on tax and accounting inquiries while leveraging cross-functional partners and resources
• Handle inbound member inquiries about our product, process, taxes, and accounting via email and phone

• Serve as the primary point of contact for member questions during the onboarding process.
• Provide assistance and answer inquiries on topics related to tax, accounting, payroll, and US corporate structures (especially LLCs/S Corp). Utilizing cross-functional resources and ensuring clear, professional communication.

Basic understanding of these concepts is required; advanced proficiency is preferred but not necessary.

• Conduct 5+ hours worth of face-to-face Zoom meetings with members in the United States.
• Explain, in detail, both US Accounting concepts as well as Collective software and services.

• Follow documented steps to register our members’ businesses as a Limited Liability Company (LLC) in all 50 states and apply for Employer Identification Numbers (EIN) with the IRS.
• Provide guidance and support to our members throughout the onboarding process, ensuring a smooth transition and ensuring their entities are in compliance with the State and the IRS.

• Serve as the primary point of contact for member questions during the onboarding process.
• Provide assistance and answer inquiries on topics related to tax, accounting, payroll, and US corporate structures (especially LLCs/S Corp). Utilizing cross-functional resources and ensuring clear, professional communication.

Basic understanding of these concepts is required; advanced proficiency is preferred but not necessary.

• Ownership of key accounting functions which includes month end close reconciliations, our accounts payable process, and administration of our expense management platform
• Review month end reconciliations, expense accruals and other accounts as part of our close process

• Manage state and local tax engagements for a variety of members, including tax planning, compliance, and consulting.
• Review state and local income/franchise, sales/use, and other tax returns.

• Oversee and manage the tax team to ensure accuracy, compliance, and adherence to US tax laws and regulations in tax return preparation and meets the highest standards for Collective.
• Be a player/coach for the tax team - handle any key issues, or member conflict.

• Own the vision, strategy, implementation, and customer & business outcomes for Onboarding & Business Formation product area

• Lead and inspire an XFN team (design, engineering, operations, legal, sales & marketing etc.) to ideate on and ship innovative experiences

• Conduct video discovery with prospective members to determine qualification, initiate an exceptional relationship-building experience, and secure the prospect’s commitment to join.
• Provide value and guidance to prospective members based on their unique business attributes and financial needs.

• Messaging and strategy: Develop messaging, communication and cohorting strategies, in partnership with Customer Service and Product Marketing teams. Write, edit, and build email messages for customers, including transactional and commercial content to ensure the right customers get the right messages at the right time.

• Transform initial designs and technical blueprints into remarkable, end-to-end new product features that set industry standards.
• Elevate our software ecosystem by consistently crafting top-tier, production-ready code that's not only robust but also a joy to maintain.

• Oversee and manage the tax team to ensure accuracy, compliance, and adherence to US tax laws and regulations in tax return preparation and meets the highest standards for Collective.
• Be a player/coach for the tax team - handle any key issues, or member conflict.

• Drive the team's project trajectory by staying informed about their progress, offering input, conducting architectural assessments, and contributing to critical decision-making as needed
• Provide technical leadership and mentorship to a team of software engineers by lending technical guidance and solutions to blockers, performing code reviews, and developing recommended best practices in order to continually improve workflows and up-level the team

• Approach problems from first principles, synthesize large datasets into clear data visualizations + insights to tell compelling stories, get to the “so what” on customer behavior and product initiatives
• Identify opportunities to drive growth and prioritize them to maximize long term growth

• Deeply understand our members’ (user) needs, business objectives, and state of the industry to imagine & bring to life paradigm-changing experiences.
• Explore broad-to-narrow solutions with thoughtful design.