Corvee Looking for Head of Tax Services at Miami, FL Full Time

Who We Are

Our mission is to empower smarter tax decisions, and our vision is to support every tax filing in the world.

We have built a multi-entity, multi-year tax planning software utilized by business owners who are looking to properly plan for their taxes.

Corvee software helps solve two problems:

With our incredible team, we continue to propel the mission forward to help business owners and individuals make smarter tax decisions.

What You’ll Do

At Corvee, we’re passionate about Product-Led Growth and Design Thinking and we’re looking for a UX Designer who has experience with these methodologies, to join our team and help us fundamentally shape our product. Your work will help us advance our mission of disrupting the tax industry by empowering smarter tax decisions – one customer at a time.

You’ll transform complex tasks into easy-to-use designs that delight our users. You will be involved in every aspect of the product development process, working side-by-side with other designers, product managers, and engineers.

Key responsibilities include:

• [Tax Advisory Services] Hire and lead a team of Tax Advisory Services “TAS” professionals helping small and medium size businesses with tax planning, implementation of tax strategies, estimating and making quarterly tax payments, filing annual tax returns. This is an early hire in a new team and you will be both doing and reviewing TAS engagements.
• [Tax Planning] Prepare and review tax plans using Corvee Tax software to make recommendations to small and medium size businesses taxpayers to find tax savings. Tax plans include completion of questionnaires, scanning of tax returns, analyzing and selecting tax strategies, presenting deliverables.
• [Implementation of Tax Strategies] Prepare and review implementation of tax strategies. These strategies range from core, simple strategies like retirement, home office, and accountable plans to more complex strategies (i.e. Cost Segregation, R&D Tax Credits, and others) and using Corvee to complete these strategies.
• [Quarterly Payments] Prepare and review quarterly estimated payments for small and medium size businesses using Corvee alongside tax preparation software to ensure accuracy. This estimates will be made while taking into account tax planning strategies the taxpayer has committed to implement.
• [Tax Preparation] Prepare and review the annual tax returns (1040, 1120, 1120S, 1065) required for each taxpayer at the federal and state level and be the final reviewer and signer of returns.
• [Practice Management] You will be a leader of a new team and responsible for working with the Corvee tax, product, and engineering teams to create the workflow the complete these Tax Advisory Services engagements to ensure timely high quality services to our taxpayer customers.
• [Hiring & Leading] You will be a leader of a new team and responsible for hiring new tax preparers and tax advisory services professionals (staff, seniors, managers) capable of tax planning, making and estimated quarterly payments, implementing core and complex tax strategies, and filing annual tax returns.
• [Working with SaaS Teams] In your role, you will be working with the tax and engineering team to improve your experience and the experience of your teams by requesting new features for tax software and practice management, new tax strategies, and new tax forms you want covered.

What You Need to Get the Job Done

• CPA and Bachelor’s degree in business, accounting or related field
• Minimum of 7 years tax consulting and compliance experience in public accounting
• Minimum of 5 years supervisory experience, including the review of tax returns, provisions and accompanying work papers, and supervision of staff assisting in the preparation of client deliverables
• Minimum of 5 years experience with tax planning & implementation
• Experience preparing and reviewing thousands of tax returns over the years (1040, 1120, 1120S, 1065)
• Experience with and willingness to learn complex tax strategies like (R&D Tax Credits, Cost Segregation, and more)
• Enjoys being ‘hands-on’ and truly ‘owning’ the strategy and processes
• Excellent communication and interpersonal skills
• Passion for fast-paced, entrepreneurial work environments
• A positive attitude

Working At Corvee

We’re proud of our amazing high-growth and this is all due to our best and most important asset: our team!

If you’ve got passion and enthusiasm for a product and a desire to come to a fast-growing fintech company to make an impact, we’ve got the perfect opportunity for you!

• Unlimited PTO Package
• Company equity (Participation Units)
• 401k Plan with company contributions
• 100% Paid Health Insurance
• Paid Parental Leave
• Awesome Co-Workers!

Corvee is a 100% #remote company, and will continue to be digital-first.

We won’t be changing our minds and going back to an office. Team members want flexibility, balance, and the freedom to work from anywhere, and we fully support that.

Our Core Values are:

• Third Option Thinking
• Radical Transparency
• All In
• Client Success Champions
• Data Matters
• Adventure Together
• Outlearn & Outwork