Descripción del puesto
Key Responsibilities:
Expert Consultation:
- Provide expert advice and guidance on complex income tax issues to internal teams, clients, and stakeholders, with a particular focus on the unique tax challenges faced by startups.
- Advise on the tax obligations of individual partners and shareholders within startups, including personal income tax matters and equity compensation.
Compliance Oversight:
- Ensure compliance with federal, state, and local income tax laws and regulations, staying updated on changes and implications for startups and their stakeholders.
- Develop and maintain processes to ensure ongoing compliance with tax regulations, reducing risk and ensuring quality in all tax-related deliverables.
Research and Analysis:
- Conduct thorough research on income tax legislation, rulings, and trends relevant to startups. Analyze and interpret tax laws and regulations to provide actionable insights.
- Standardize tax matters related to startups, including capital raising, equity compensation, and tax obligations of partners and shareholders.
Training and Development:
- Design and deliver training sessions, workshops, and seminars for internal teams (including Tax, Customer Support, Sales, and Product) and clients on startup-specific income tax matters.
- Ensure that all internal teams are equipped with up-to-date knowledge on tax regulations and compliance requirements.
Documentation:
- Prepare, review, and maintain comprehensive documentation of tax policies, procedures, and compliance efforts, particularly as they relate to startups.
- Develop standardized templates and guidelines for startup tax matters to streamline internal processes and client deliverables.
Cross-Functional Collaboration:
- Work closely with finance, legal, and bookkeeping teams to ensure cohesive and comprehensive tax strategies and compliance for startups.
Client Support:
- Provide high-quality support to startup clients, addressing their income tax queries and concerns effectively.
- Handle the most complex tax cases for clients, ensuring a high standard of service and satisfaction.
Risk Management:
- Ensure that robust processes and controls are in place to mitigate tax-related risks for startups and their stakeholders.
- Continuously monitor and update risk management practices to adapt to new tax regulations and business developments.
Requisitos
Qualifications:
Education:
- Bachelor’s degree in Accounting, Finance, Taxation, or related field. CPA, CMA, EA, or similar certification is preferred.
Experience:
- Minimum of 5-7 years of experience in income tax, with a strong background in both corporate and individual tax matters, particularly within the startup ecosystem.
Knowledge:
- In-depth knowledge of federal, state, and local income tax laws and regulations. Familiarity with international tax laws is a plus.
- Specialized knowledge of tax issues specific to startups, including equity compensation, capital raising, and the tax obligations of partners and shareholders.
Skills:
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal abilities.
- High attention to detail and accuracy.
Preferred Qualifications:
- Advanced degree in Taxation, Law, or related field.
- Previous experience in a consulting or advisory role.
- Proven track record of successfully managing complex tax projects.
- Experience in training and developing internal teams on tax matters.