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    Lead Tax Analyst - San Francisco, United States - Corvee

    Corvee
    Corvee San Francisco, United States

    3 weeks ago

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    Description

    Job Description

    The Opportunity

    Taxes can eat up a big chunk of your finances. Think about all the things you could be doing instead!

    Our mission is to become the leading tax company globally and help individuals revolutionize their financial organization to save money, time, and achieve financial freedom.

    As the Lead Tax Analyst, you will oversee the development, training, and management of a team of tax analysts focusing on tax products within Corvee & Instead. If you have a data-driven mindset, enjoy being highly organized and detail-oriented, and are passionate about taxes, we would love to have you on board.

    Note: We are currently undergoing a rebranding process from Corvee to Instead. For more information about career opportunities at our company, please visit our website.

    What You'll Do

    • Review and validate tax forms and calculations prepared by tax analysts.
    • Complete tax forms, including coding, referencing, and calculations.
    • Test tax forms within our software tool to ensure accurate coding for precise tax calculations.
    • Conduct complex calculations associated with assigned tax forms.
    • Perform quality checks on tax forms, calculations, and tax planning strategies prepared by other analysts, providing constructive feedback to the team.
    • Attend in-person product meetings in San Francisco periodically, necessitating travel during those events.

    What You'll Need to Succeed

    The ideal candidate will drive prominent tax projects, innovate new initiatives to enhance the efficiency of our tax software, and establish processes to elevate our product suite and tax team. If you possess expertise in tax planning and compliance, this role will be a natural fit for you. Here are the key qualifications we are looking for:

    • CPA certificate, EA, JD, or LLM credentials are highly desirable.
    • Over 5 years of experience in tax planning and compliance for small businesses.
    • Quick learner, adept at leveraging and adapting to new AI tools for daily tasks.
    • Thrives in a fast-paced and fully remote work setting.
    • Excellent analytical abilities.
    • Effective communication and writing skills, with a track record of researching and implementing tax regulations.
    • Ability to work autonomously and collaboratively in fast-paced environments with tight deadlines.
    • Advanced to Expert proficiency in MS Excel and GSuite.
    • Clear and concise in written and verbal communication.
    • Exceptional attention to detail.
    • Tech-savvy with a knack for adopting new technology applications.
    • Adaptable and flexible in managing multiple tasks.

    Working At Corvee

    We take pride in our remarkable growth, all thanks to our greatest asset: our team.

    If you have a genuine passion for a product and a drive to contribute to a rapidly growing fintech company, we have an exciting opportunity for you!

    • Generous vacation policy.
    • Opportunity for company equity.
    • Potential for quarterly bonus rewards.
    • 401k matching program.
    • Comprehensive medical, dental, and vision insurance coverage.
    • Parental leave benefits.
    • Supportive team members.
    • Competitive compensation package.
    • And Much More: These are just a few of the perks we offer. There's a lot more in store!

    Instead by Corvee operates as a widely distributed company with headquarters in the San Francisco region. Whether you are local or remote, most of our team members are spread across the US and are welcome to visit the office as needed.

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