Work at a Portfolio Company

Senior Tax Director



United States
Posted on Thursday, December 21, 2023

About Collective:

Collective is on a mission to redefine the way businesses-of-one work. Collective’s technology and team of trusted advisors enables our members to 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.

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, Techcrunch and more. We’re backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa and prominent investors who have financed and built iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, Lyft, and more.

About the Role:

The Senior Director of Tax is a senior leadership position within the tax department responsible for overseeing all aspects of tax planning, return preparation, compliance, and strategy for the organization. This role requires an experienced tax professional with in-depth knowledge of tax laws, regulations, and accounting principles. The Senior Director of Tax will lead a team and collaborate with cross-functional departments to ensure tax services are delivered to Collective’s customers.


  • Tax Compliance:
    • Oversee the preparation and filing of all required federal and state tax returns for Collective’s customers.
  • Tax Strategy and Planning:
    • Develop and implement tax strategies to optimize customer tax positions while ensuring compliance with all relevant laws and regulations.
    • Monitor changes in tax laws and regulations and adjust tax strategies accordingly.
  • Team Leadership and Development:
    • Build and lead a high-performing tax department, including hiring, training, and development of tax professionals.
    • Foster a culture of collaboration, professionalism, and continuous improvement within the tax team.
    • Create, manage and implement training programs.
    • Manage tax leads to ensure their work meets the highest standards for Collective.
  • Tax Risk Management:
    • Identify and assess tax-related risks and implement mitigation strategies.
    • Maintain a system of internal controls related to tax compliance and reporting.
  • Tax Technology and Systems:
    • Identify opportunities for automation and process improvements within the tax function.
    • Evaluate and implement tax technology solutions to enhance efficiency and accuracy.
    • Help create a roadmap for future features that will drive member satisfaction.

What we want you to bring:

  • CPA or EA required.
  • Masters in Tax or MBA preferred.
  • +10 years of public tax experience with sole proprietors and S Corps.
  • Extensive experience with tax preparation and review.
  • Experience with US multi-State compliance.
  • Experience in managing a team of 20 or greater.
  • Experience managing internal audit processes and controls.
  • Strong command of tax and accounting systems like QuickBooks, Xero, UltraTax CS, and Practice CS. Experience with SurePrep preferred.
  • Strong attention to details, time and project management skills.
  • Adaptability with ever changing tax laws and regulations and new learning opportunities.
  • Extensive experience in customer conflict resolution.
  • Comfortable and effective at juggling multiple projects and priorities simultaneously in a fast-paced and ever changing work environment.
  • Occasional travel may be required.

What we offer in return:

Compensation Range: $190,000 - $250,000 USD annual base salary.

The salary ranges for the roles are posted for your convenience and review. Please understand that if an offer is presented, the offer compensation package will be based on the relevant position related skills a candidate demonstrates during our formal interview process.

  • A remote first environment.
  • A diverse and collaborative team culture.
  • Stock options package.
  • 14 company holidays + unlimited PTO.
  • 401K.
  • Employer paid Health, Vision and Dental Insurance.
  • 100% coverage for employees
  • 75% coverage for dependents
  • PC or Mac laptop + $750 Home office stipend.
  • Paid parental leave.
  • Team events and virtual gatherings.
  • $600 wellness bonus.
  • Professional development courses available for CPAs and Enrolled Agents.
  • Out of State Medical Care Travel Stipend

Equal Employment Opportunity

At Collective, we don’t just accept differences — we celebrate them, we support them, and we thrive on them for the benefit of our employees, our customers, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. If you’re good at what you do, come as you are. The more inclusive we are, the better our work will be. Collective is proud to be an equal opportunity workplace.