Senior Tax & Accounting Support Specialist

Financeroles; San Francisco (CA); Remoto; USD 90.000 - 125.000; Tempo pieno

Vantaggi offerti da questo lavoro

Remote-friendly environment

Health & wellness stipend

Flexible PTO & 14 holidays

Descrizione del lavoro

Collective is seeking a Senior Member Support Specialist to onboard new members to our all-in-one accounting platform. You will serve as a trusted resource for bookkeeping, payroll, and tax inquiries, translating complex topics into clear guidance during video calls.

The role emphasizes exceptional member experience, cross-functional collaboration, and a strong customer-centric mindset, with remote-friendly options for candidates in the U.S.

Competenze

• 4+ years in customer experience or support, plus 2+ years with accounting, tax, or payroll systems.
• Familiarity with Xero, QuickBooks Online, Gusto, ADP or similar software.
• Clear grasp of payroll taxes and S-Corp considerations.
• Willingness to learn and grow with in-house training.
• Strong customer-centric communication and attention to detail.

Mansioni

• Guide members through onboarding and ongoing support with daily video calls.
• Troubleshoot platform issues and escalate as needed.
• Explain payroll taxes and S-Corp considerations to business owners.
• Support pre- and post-onboarding questions related to tax and accounting topics.

Conoscenze

Customer support

Accounting knowledge

Payroll systems

Communication

Strumenti

Xero

QuickBooks Online

Gusto

ADP

Descrizione del lavoro

About Collective:

Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform. We believe in empowering self-employed people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork.

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures, QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft.

About the role:

As a Senior Member Support Specialist at Collective, you will guide new members through a smooth and successful onboarding experience onto our all-in-one accounting platform, serving as a trusted resource for bookkeeping, payroll, and tax inquiries. This is a high-impact, customer-centric role where you will spend the majority of your day conducting video calls, breaking down complex technical topics into clear, easy-to-understand explanations.

We’re looking for an expert who pairs deep accounting and payroll knowledge with genuine customer service instincts—someone equally comfortable creating P&L reports and supporting solo entrepreneurs with a member-first mindset. The work is fast-paced and dynamic, and you’ll play a key guidance role in helping self-employed people understand their finances and run their businesses with confidence.

What you'll do:

Guide Members Through Onboarding & Ongoing Support

• Conduct video calls with members each day (approximately 4-5 hours daily), guiding them through onboarding and day-to-day account questions.

• Serve as a go-to resource for members navigating our platform, troubleshooting and escalating issues as needed.

Apply Accounting, Tax & Payroll Expertise

• Guide members through running their first payroll and understanding payroll taxes, including S-Corp payroll considerations.

• Break down complex tax and accounting topics into clear, easy-to-understand explanations.

• Support members pre and post onboarding with their support questions related to tax, accounting, payroll & overall use of our platforms.

Deliver Exceptional Member Experience

• Support entrepreneurs and the self-employed with a member-first mindset, treating every interaction as a chance to build trust.

• Bring strong customer service instincts to every call, email, and message — professional, warm, and solutions-oriented.

• Manage multiple member conversations and tasks at once without letting quality slip.

Stay Organized & Collaborate Cross-Functionally

• Maintain accurate documentation across Salesforce and internal systems.

• Complete assigned tasks and workflows in a timely manner.

• Partner cross-functionally to advocate for members and improve the overall experience.

What you’ll bring:

• Solid Financial Foundation: 4+ years in customer experience or support, alongside 2+ years hands on working directly with accounting, tax, or payroll systems.

• Tool & System Expertise: Familiarity with platforms like Xero, QuickBooks Online, Gusto, ADP, or similar accounting and payroll software.

• Practical Knowledge (S-Corp & Payroll): A clear grasp of payroll taxes, with the ability to explain concepts like S-Corp reasonable compensation to a business owner with no financial background.

• Growth Mindset & Readiness to Learn: We provide substantial in-house training and we are screening for your aptitude to build on your existing foundation, not a finished expert.

• Customer-Centric Passion: A genuine drive to support members, paired with strong, professional written and verbal communication skills.

• Ownership & Precision: Sharp attention to detail, strong task-management skills, and the self-direction to thrive independently in a fast-paced environment.

What we offer:

• Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. Please note that we're open to remote candidates within the U.S. for this role, but Bay Area-based employees follow a hybrid schedule.

• Health & Wellness: $200 quarterly reimbursement to support your well‑being.

• Fresh Lunch: Provided on in-office days for those in a hybrid schedule.

• Commuter Support: $150 monthly reimbursement for transit expenses for those in a hybrid schedule.

• Health & Wellness: $200 quarterly reimbursement to support your well‑being.

• Time Off: Flexible PTO plus 14 company holidays.

• Comprehensive Coverage: 100% medical, dental, and vision for employees; 75% coverage for dependents.

• Parental Leave: 16 weeks fully paid.

• Retirement & Ownership: 401k plan plus an equity package.

• Team Connection: Quarterly virtual events and an annual in-person summit.