Compliance & Tax Specialist

Our team works with some of the fastest-growing and exciting startups in the U.S. and provides back-office support as well as CFO advisory services. Our Compliance & Tax Specialist consultant works to support our Compliance and Payroll team with the month-to-month reporting needs for our client base. During a typical day, you might be helping amend a 941 return, registering a client in a new state as an employer, or helping a client with their sales tax reporting. This is a fast-paced and dynamic position, with a high level of cross-functional interaction with our entire team. You would work closely with our Accounting, Payroll, and Compliance teaUpgrade to see actual infombers.

The ideal candidate is someone with 2-4 years of United States compliance/tax experience with great attention to detail, a client-oriented mindset, and can both follow a process and help implement a new one when needed.

Responsibilities
- City (multiple) Business Tax Registration and Filing
- Statement of Information Reporting (multiple)
- Delaware Franchise Tax Return
- 571-L Assessed Property Tax Return (SF and other cities)
- Request W9s from Vendors (Monthly) and issue 1099s (Annually)
- Assist in pulling reports and responding to open items for a client’s tax preparer
- Sales Tax Calculation and Filing
- State Sales Tax Setup/Registration
- Other compliance duties/tasks/projects assigned as needed
- Problem-solving and contributing to the success of the team
- Assist with, respond to, and investigate customer inquiries, concerns, and issues via phone, and e-mail in a timely and courteous manner

Qualifications
Bachelors degree in Accounting/Finance/Tax/Business is required
Minimum 2-4 years of experience performing similar job functions
Significant experience with QuickBooks & Xero software and other accounting software is a plus.
Proficient in Google Docs, Google Spreadsheets, and Microsoft Excel