Tax Director (Tax Fintech)
Posted on: May 16, 2022
Who We Are
Our mission is to empower smarter tax decisions.
Our vision is to support every tax filing in the world.
We are building tax software that helps taxpayers save money in
taxes across 20,000+ tax strategies and 6,000 tax forms.
Corvee helps solve two problems:
Taxpayers overpay in taxes by filing inaccurate returns based on
their facts and circumstances
Taxpayers aren't aware of tax strategies they could implement to
save even more money.
With our incredible team, we continue to propel the mission forward
to help taxpayers and tax advisors make smarter tax decisions.
What You'll Do
Key responsibilities include:
[Tax Advisory Services] Hire and lead a team of Tax Advisory
Services "TAS" professionals helping small and medium size
businesses with tax planning, implementation of tax strategies,
estimating and making quarterly tax payments, filing annual tax
returns. This is an early hire in a new team and you will be both
doing and reviewing TAS engagements.
[Tax Planning] Prepare and review tax plans using Corvee Tax
software to make recommendations to small and medium size
businesses taxpayers to find tax savings. Tax plans include
completion of questionnaires, scanning of tax returns, analyzing
and selecting tax strategies, presenting deliverables.
[Implementation of Tax Strategies] Prepare and review
implementation of tax strategies. These strategies range from core,
simple strategies like retirement, home office, and accountable
plans to more complex strategies (i.e. Cost Segregation, R&D
Tax Credits, and others) and using Corvee to complete these
[Quarterly Payments] Prepare and review quarterly estimated
payments for small and medium size businesses using Corvee
alongside tax preparation software to ensure accuracy. This
estimates will be made while taking into account tax planning
strategies the taxpayer has committed to implement.
[Tax Preparation] Prepare and review the annual tax returns (1040,
1120, 1120S, 1065) required for each taxpayer at the federal and
state level and be the final reviewer and signer of returns.
[Practice Management] You will be a leader of a new team and
responsible for working with the Corvee tax, product, and
engineering teams to create the workflow the complete these Tax
Advisory Services engagements to ensure timely high quality
services to our taxpayer customers.
[Hiring & Leading] You will be a leader of a new team and
responsible for hiring new tax preparers and tax advisory services
professionals (staff, seniors, managers) capable of tax planning,
making and estimated quarterly payments, implementing core and
complex tax strategies, and filing annual tax returns.
[Working with SaaS Teams] In your role, you will be working with
the tax and engineering team to improve your experience and the
experience of your teams by requesting new features for tax
software and practice management, new tax strategies, and new tax
forms you want covered.
What You Need to Get the Job Done
CPA and Bachelor's degree in business, accounting or related
Minimum of 7 years tax consulting and compliance experience in
Minimum of 5 years supervisory experience, including the review of
tax returns, provisions and accompanying work papers, and
supervision of staff assisting in the preparation of client
Minimum of 5 years experience with tax planning &
Experience preparing and reviewing thousands of tax returns over
the years (1040, 1120, 1120S, 1065)
Experience with and willingness to learn complex tax strategies
like (R&D Tax Credits, Cost Segregation, and more)
Enjoys being 'hands-on' and truly 'owning' the strategy and
Excellent communication and interpersonal skills
Passion for fast-paced, entrepreneurial work environments
A positive attitude
Working At Corvee
We're proud of our amazing high-growth and this is all due to our
best and most important asset: our team!
If you've got passion and enthusiasm for a product and a desire to
come to a fast-growing fintech company to make an impact, we've got
the perfect opportunity for you!
Unlimited PTO Package
Company equity (Participation Units)
401k Plan with company contributions
100% Paid Health Insurance
Paid Parental Leave
Corvee is a 100% #remote company, and will continue to be
We won't be changing our minds and going back to an office. Team
members want flexibility, balance, and the freedom to work from
anywhere, and we fully support that.
Our Core Values are:
Third Option Thinking
Client Success Champions
Outlearn & Outwork
Keywords: Corvee, Tallahassee , Tax Director (Tax Fintech), Executive , Tallahassee, Florida
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