Senior Operations Lead – Tax & Compliance Focus

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

📋 Description

• Take charge of comprehensive K-1 project management across over 100 entities, targeting a strict delivery deadline of March 15th.

• Cultivate and manage the partnership with our external CPA firm — establish milestones, identify obstacles, and ensure accountability.

• Gather and organize financial documents, cap table information, and entity filings from club leaders.

• Assess completed 1065s and K-1s for precision; oversee delivery to investors.

• Keep track of the distributions calendar and facilitate distributions through the platform.

• Reconcile against original records; identify and address discrepancies.

• Submit engineering tickets for platform-related issues; generate custom transaction summaries when necessary.

• Oversee annual and franchise tax filings across various states.

• Monitor platform fees and assist accounts receivable during property transitions.

• Aid in the onboarding documentation from closings to operations.

• Share responsibility for the Zendesk queue with a 48-hour service level agreement.

• Address inquiries from investors and club leaders regarding K-1s, distributions, and account-related questions.

• Report platform bugs to the Engineering team; utilize ticket trends to recommend systemic enhancements.

⛳️ Requirements

• You possess 2–5 years of experience in accounting, finance, or fintech operations, with a solid grasp of reconciliation, debits and credits, and the significance of minor discrepancies.

• You are well-versed in K-1s, 1065s, and partnership tax frameworks, and these concepts are familiar to you without needing to research them.

• You have effectively managed an external vendor relationship, ensuring they meet deadlines rather than merely following their guidance.

• You proactively create trackers and write standard operating procedures when none exist; you take initiative without waiting for instructions.

• You actively utilize AI tools, with specific instances of usage that have positively impacted your work processes.

• You communicate clearly and professionally with assertive, experienced investors and business leaders.

• You thrive in a lean startup or high-ambiguity environment, finding it invigorating rather than daunting.

🏝️ Benefits

• Base salary: $95,000–$115,000, commensurate with experience.

• Bonus: Performance-based; total compensation target approximately $135,000.

• Health, dental, and medical insurance coverage.

• 401(k) plan.

• Unlimited Paid Time Off (PTO).

• Bi-annual company retreats.

• Fully remote position — available to US residents in any time zone.