Status: Full Time
Compensation Range: $120k-$140k plus equity. The final salary and equity offered will be determined based on the candidates experience.
Start Date: March 2024
ABOUT OPSTART
OpStart is the engine powering finance and accounting operations for startup companies nationwide. We leverage cutting-edge software and human expertise to provide a complete range of financial services (bookkeeping, taxes, FP&A, etc.) that keep early-stage companies informed and compliant as they scale to success. Our mission is to help entrepreneurs reach their goals; we do this by maximizing their visibility into financial performance while minimizing the time they spend on finance and accounting work.
OpStart was founded in 2020 and has grown rapidly since inception. We are backed by the same investors who funded unicorn companies like DocuSign, Acorns, Chime and Cameo. Our clients include startups backed by leading VCs like Seqouia, Index Ventures, and First Round Capital. We delight in helping ambitious founders solve massive problems and are continuously innovating to deliver more value to our clients.
OpStart is an equal opportunity employer committed to a diverse and inclusive work environment. Our team is fully remote, and we have no specific requirements around location for this position. We are proud to have a strong company culture fostering collaboration, creativity, and continuous learning.
ABOUT THE ROLE
OpStart is looking for a Senior Tax Manager to lead our tax services team as we grow this product offering and serve more clients. This position will play an integral role in our client service teams with primary responsibilities for implementing tax compliance processes and tax software and assuring complete and accurate tax filings.
Specific responsibilities include:
- Develop and lead OpStart’s tax service offering, including contributing to strategy, pricing, and process.
- Oversee income tax compliance process, including federal and state income taxes, 1099s, and Delaware Franchise Taxes.
- Conduct R&D Credit studies and supervise usage of R&D credits against payroll tax returns.
- Review, advise and implement payroll and sales tax compliance.
- Resolve miscellaneous payroll tax and sales/use tax problems.
- Develop and implement standard tax workpapers, process and approvals across team.
- Prepare, review, and provide feedback on draft income tax returns and reconciliations to the financial statements.
- Communicate clearly and frequently on status of returns and filings, both internally and externally.
- Ensure tax compliance by reviewing direct and indirect tax returns, tax provisions, and attending to tax queries for OpStart’s clients.
- Suggest and implement both tax-savings opportunities and tax strategies and solutions by working closely with multiple client stakeholders.
- Assist with tax audits.
- Provide advice and guidance on all tax related matters, including federal and state income taxes and state and local payroll tax notices.
- Monitor and analyze proposed tax policy changes to evaluate impact and develop necessary implementation plans.
- Work with OpStart’s accounting and other cross-functional teams to implement and improve end-to-end tax processes and procedures to mitigate risks.
QUALIFICATIONS
- Licensed CPA with 5+ years of public accounting firm experience (Big 4 experience preferred)
- Demonstrative knowledge and proficiency with tax compliance software (i.e., Intuit, Drake, etc.)
- Experience with filing federal and state income taxes for C corporations, LLCs, S corporations and partnerships
- Experience with small business returns and tax compliance needs and issues
- Ability to remain current on IRS tax changes
- Strong analytical skills and high attention to detail
- Strong client service and excellent written and verbal communication skills
- Ability to prioritize and meet deadlines
- Desire to help others and provide extraordinary customer service
- Detailed oriented, organized, efficient and tech-savvy
- Ability to develop and manage processes with limited oversight
- Excited to work in a fast-paced environment with a team of entrepreneurs
DISCLAIMER
This job description is not designed to cover or contain a comprehensive listing of the activities, duties, or responsibilities for this position. Duties, obligations, and activities may evolve or change at any time with or without formal notice.