Tax Director (Tax Fintech)

Company: Corvee
Location: Tallahassee
Posted on: May 16, 2022

Job Description:

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 strategies.
[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 field
Minimum of 7 years tax consulting and compliance experience in public accounting
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 deliverables
Minimum of 5 years experience with tax planning & implementation
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 processes
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
Awesome Co-Workers!

Corvee is a 100% #remote company, and will continue to be digital-first.
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
Radical Transparency
All In
Client Success Champions
Data Matters
Adventure Together
Outlearn & Outwork

Keywords: Corvee, Tallahassee , Tax Director (Tax Fintech), Executive , Tallahassee, Florida