Finvisor is a startup-focused, full-service firm that performs accounting, AP/AR, compliance, payroll, forecasting, CFO, and controller services. Our team supports the fastest growing and most exciting startups in the U.S. and around the world. We manage our clients’ financial operations so they can focus on growing their product and business.

As our R&D Tax Lead, you will offer your specialized tax knowledge to the entire Finvisor team, as well as guide our small R&D department with your technical acumen. This role involves extensive coordination with clients through all aspects of the full-cycle process, and you may even be asked to sit in on the occasional sales call. This is a fast-paced and dynamic position that involves a high level of cross-functional interaction with our entire team. You will work closely with our Accounting, Payroll, and Compliance team members.

The ideal candidate is someone with 2+ years of R&D tax credit and/or ERC experience, along with great attention to detail, a client-oriented mindset, and the ability to both follow a process and initiate new ones when needed.

Responsibilities:

• ERC Tax Analysis Support
• Assist sales tax team with calculations and filings
• Help pull reports and respond to open items for client’s tax preparer
• Maintain consistent communication with clients to determine their eligibility for credits and gather the documentation needed to process their claims
• Support payroll data analysis and calculations to help build out client ERC report packages
• Work with clients to determine R&D project eligibility based on the 4 part test
• Act as top review layer prior to document/report delivery
• Investigate and respond to customer inquiries, concerns, and issues via phone and email in a timely and courteous manner
• Other compliance duties/tasks/projects as needed
• Problem-solving and contributing to the success of the team

Qualifications:

• PTIN required, Enrolled Agent or CPA preferred
• Associate degree in Accounting is preferred
• Minimum 2-3 years of experience performing similar job functions
• Exposure to income tax forms, federal and state income tax filing process, payroll returns, etc.
• Experience with QuickBooks, Xero, Gusto, ADP, and other accounting/payroll software Proficiency in Google Docs, Google Spreadsheets, and Microsoft Excel, ASANA
• Polished written and verbal communication competence with an emphasis on timely, clear, and thoughtful responses to client inquiries and escalations
• Capacity to represent both yourself and Finvisor professionally and intelligently in video communication settings
• Ability to work independently and multitask with a can-do attitude
• Skilled at managing priorities and identifying opportunities to delegate
• Strong desire to tackle new challenges and projects with enthusiasm

Benefits:

• Salary: $80,000-$120,000 (adjusted accordingly depending on location)
• Medical/dental/vision insurance, 401K contributions, FSA
• Open vacation policy
• Exciting client base and close company culture
• Fun in-person and virtual team events

Why work at Finvisor?

We have a huge impact. Finvisor is a small company with a big impact. We are positioned as a trusted advisor for our clients, so they come to us for help understanding their financial position and to get guidance on important decisions.

• We love Startups. This isn't your typical accounting job. Every client is different so, every day at Finvisor is a little different. One day you will be working with a startup who is building the next wearable apparel, and the next you might be helping a company with a SaaS based app.
• We care about you. Finvisor works hard to create a positive environment for our employees, and we believe your life outside of work is important too! From an open vacation policy to a simple IRA we contribute to, we provide a culture with perks that support our team.
• We value diversity. Growing and maintaining our inclusive and diverse team matters to us. We are committed to being a company where our employees feel comfortable bringing their authentic selves to work and have the ability to be successful -- every day.
• We are passionate. Finvisor is full of passionate people and we are not one size fits all. Our clients are passionate about what they are building and we are passionate about supporting them.

Finvisor provides equal employment opportunity without regard to an applicant’s race, sex, pregnancy, sexual orientation, gender identity or expression, genetic information, national origin, age, physical or mental disability, medical condition, religion, marital status or veteran status.

Job Type: Full-time

Pay: $80,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Paid time off
• Vision insurance
• Work from home

Experience level:

• 2 years

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Associate (Required)

Experience:

• Tax: 2 years (Required)

License/Certification:

• Enrolled Agent (Preferred)
• Preparer Tax Identification Number (Required)

Work Location: Remote

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