Member Onboarding & Tax Support Specialist

Collective; San Francisco (CA); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Remote-Friendly Environment

Health & Wellness: $200 quarterly (re:

Job summary

Collective is seeking a Member Support Specialist to guide new members through onboarding, helping them set up or verify their businesses. You will be the primary contact, delivering timely, clear, and professional communication across email and phone.

You will work in a remote-friendly, US-wide setup with hybrid options for Bay Area employees, assisting with tax, accounting, payroll, and LLC/S Corp structures, and ensuring a smooth onboarding experience for entrepreneurs.

Qualifications

• 2+ years in a customer-facing role (contact center, accounting, payroll, or tax-related environment preferred).
• Familiarity with U.S. taxes, tax-filing procedures, U.S. corporate structures (LLCs/S Corps).
• Proficiency with online bookkeeping and payroll systems.
• Exceptional written and verbal English communication; ability to explain complex topics clearly.
• Strong organizational skills; ability to manage multiple clients and tasks.
• Collaborative, professional mindset and willingness to support colleagues.
• Confident engaging with customers across email, phone, video, and text.

Responsibilities

• Serve as the primary point of contact for member questions during onboarding.
• Assist with inquiries related to tax, accounting, payroll, and U.S. corporate structures using cross-functional resources.
• Apply basic understanding of topics; advanced knowledge is a plus but not required.
• Adapt quickly in a fast-paced environment to resolve issues effectively.
• Manage inbound inquiries about product, process, taxes, and accounting via email and phone.
• Proactively send updates and reminders about onboarding milestones.
• Identify opportunities to streamline and improve onboarding processes.

Skills

Customer-facing experience

Excellent written English

Verbal communication

Strong organizational skills

Collaborative mindset

Critical thinking

Multichannel support (email, phone, ch

Job description

Collective is seeking a Member Support Specialist to guide new members through onboarding, helping them set up or verify their businesses. You will be the primary contact, delivering timely, clear, and professional communication across email and phone.

You will work in a remote-friendly, US-wide setup with hybrid options for Bay Area employees, assisting with tax, accounting, payroll, and LLC/S Corp structures, and ensuring a smooth onboarding experience for entrepreneurs.