Business Solutions Advisor (Business / LLC Formation)

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 our Collective 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 Collective. 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, Collective Internal Platform, Confluence, Zoom, Adobe, and Microsoft Office is essential for effectively carrying out these responsibilities.

⚒️ Responsibilities:

• 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.
• Effectively communicate with members on a regular basis to understand their needs, address concerns, and ensure their requirements are met.
• Update documentation as needed whether to improve the process or update any changes to filing procedures.
• Assist with billing inquiries and requests, updating members’ personal and LLC information, and processing offboarding requests.
• Serve as a resource for general onboarding questions, LLC formation & maintenance questions, and EIN questions.
• Collaborate with cross-functional teams to streamline onboarding processes and ensure compliance with legal and regulatory requirements
• Assist with ad hoc requests.

🙌 What we want you to bring:

• Exceptional verbal and written communication skills.
• Problem solving skills - creative, resourceful, and willing to go the extra mile to resolve urgent issues.
• Exceptional attention to detail.
• Process/Task completion oriented mindset.
• Resourcefulness and comfort with change and ambiguity in a fast-paced environment.
• Collaborative mindset with the ability to work effectively within a team environment
• Ability to balance multiple tasks and/or priorities while consistently meeting deadlines in a fast paced environment.
• Always looking for opportunities to learn and improve your work.
• Proactive in thinking of ways to improve current processes.

Bonus Points if you have:

• Basic understanding of LLC formation in different states and obtaining business EINs
• Experience with analyzing reports on Salesforce

Why work with us:

• Collective is the first online back office platform designed for Businesses-of-One
• Tax is a very challenging space and you will grow fast
• We were backed by top tier VCs
• We promote open and transparent culture within the company
• We’re fast-paced and you learn every day

What we offer in return:

• A remote first environment.
• Unlimited PTO + 14 company holidays
• Stock options package
• Parental Leave
• A diverse and collaborative team culture.
• Competitive base salary.
• PC or Mac laptop + $500 home office budget.
• Team events, virtual gatherings.