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Collective is a fintech platform empowering self-employed professionals with integrated business services including incorporation, accounting, bookkeeping, tax services, and community access. The company is backed by top-tier investors including General Catalyst, Sound Ventures, and Google's Gradient Ventures.
As Tax Compliance Manager, you will lead a portfolio of client relationships while managing and mentoring junior tax staff. You'll serve as a trusted tax advisor to self-employed business owners, helping them identify tax optimization opportunities and achieve financial independence.
Key responsibilities include:
- Managing a portfolio of clients and understanding their financial backgrounds and goals
- Preparing, reviewing, and filing federal and state tax returns (Form 1040, 1120-S, and related schedules)
- Mentoring and training junior tax professionals, providing feedback and supporting their growth
- Conducting tax research and analysis to produce technical memos for senior leadership
- Serving as subject matter expert on tax compliance matters and return preparation
- Collaborating cross-functionally with leadership and other departments on complex tax issues
- Maintaining current knowledge of tax law changes and their organizational impact
- Preparing compliance reports and identifying risks and opportunities for management
- Acting as liaison between tax management and junior staff
You'll bring an active CPA, EA, or JD credential, 3-5 years of experience preparing and filing returns, and strong technical proficiency with cloud-based tax tools (CCH, GoSystems, SurePrep). Multi-state tax experience is a plus. You're tech-savvy, organized, and excel at explaining complex tax matters to both internal teams and clients. You have demonstrated experience leading cross-functional workstreams and building trust across diverse audiences.
