Business Solutions Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Offer guidance and assistance to members and internal teams regarding compliance with State and IRS business formation regulations.

• Act as a resource for inquiries related to S-corp and LLC formation and maintenance.

• Identify and resolve issues related to filing rejections, name availability conflicts, and administrative holds.

• Address and resolve procedural matters specific to the IRS and various states.

• Aid in updating personal and LLC information for members.

• Handle offboarding requests efficiently.

• Collaborate with cross-functional teams to enhance onboarding processes.

• Ensure adherence to legal and regulatory standards.

• Lay the groundwork for the establishment of new businesses for members.

• Guarantee the precise filing of documents with both state and federal agencies.

• Confirm compliance for members with existing entities.

• Navigate state department websites and evaluate vital documentation.

• Facilitate seamless transitions for members leaving Collective.

• Respond to member inquiries, resolve issues, and provide clarity on various matters.

• Utilize Salesforce, Slack, Google Suite, Collective Internal Platform, Confluence, Zoom, and Adobe.

⛳️ Requirements

• Over 1 year of experience in processing Secretary of State filings, corporate governance/compliance documents, or IRS registrations.

• Understanding of corporate lifecycle events, including initial formations, foreign qualifications, reinstatements, and dissolutions.

• Familiarity with federal business requirements, including the process for obtaining IRS Employer Identification Numbers (EINs via Form SS-4).

• Experience in navigating various state online portals and comprehending state-specific filing fees, processing timelines, and statutory requirements.

• Proficient in using AI tools and automation to optimize workflows and research state filing guidelines.

• Demonstrated ability to identify and resolve filing rejection notices, name availability conflicts, or administrative holds in direct communication with state agency clerks.

• Resourceful and adaptable to change and uncertainty in a dynamic work environment.

• Capable of managing multiple tasks and priorities effectively.

• Team-oriented with a collaborative approach to working within a team setting.

• Legally authorized to work in the United States.

🏝️ Benefits

• Quarterly reimbursement of $200 to support your well-being.

• Complimentary fresh lunch on in-office days for hybrid schedule employees.

• Monthly reimbursement of $150 for transit expenses for those in a hybrid schedule.

• Flexible PTO along with 14 company holidays.

• Comprehensive medical, dental, and vision coverage for employees at 100%.

• 75% coverage for dependents regarding medical, dental, and vision plans.

• Fully paid parental leave for 16 weeks.

• Access to a 401k plan.

• Equity package offered.

• Quarterly virtual events.

• Annual in-person summit.

• Remote-friendly work environment with the flexibility to work from home.