Source Job

• Manage changes to existing client accounts.
• Support existing clients and their Sale Tax Accountants.
• Update and test tax collection settings on sales platforms.

TaxValet is a company that transforms negative emotions into something positive for its clients, partners, and each other by eliminating the hassle and stress of sales tax. They are a fast-growing, fully remote, financially stable, and profitable business with an awesome team of around 100 teammates.

• Files state and local tax documents, preparing returns and payments.
• Prepares multi-state sales and use tax and franchise tax returns.
• Supports month-end and year-end close process.

Ever.Ag offers innovative AgTech solutions and services that empower agriculture, food, and beverage supply chains. With decades of experience, they provide technology, risk management, and market intelligence to help customers operate efficiently and sustainably.

• Advise clients on tax implications.
• Evaluate actions to lessen tax burden.
• Act as primary client contact for complex tax issues.

MGO is a top CPA and advisory firm with 600+ professionals working remotely and in offices throughout the U.S. and India. They address local needs and fuel global ambitions of clients in 97 countries through digital tools, and are proud to be a “Best Place to Work”.

• Responsible for completing all state and local sales and use taxes and other tax compliance and reporting matters for the company.
• Assists in the development of income tax accruals and associated information in accordance with tax laws and regulations and related financial reporting.
• Prepares support documentation for tax positions and responses to audit inquiries.

VytlOne is the nation’s only independent, fully integrated total pharmacy solutions partner. They offer mission-driven hospitals, health systems, health centers, and employer partners a smarter way to unlock revenue, growth, and better outcomes. With over 1,600 passionate professionals across nearly every U.S. state, they operate as One Team, united by a bold mission and a spirit of innovation.

• Complete all state and local sales and use taxes and tax compliance matters.
• Assist in developing income tax accruals and financial reporting.
• Manage all tax-related audits.

Jobgether is a platform that helps connect job seekers with companies. They use AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements.

• Support day-to-day tax operations under the guidance of senior team members.
• Assist with the preparation, filing, and organization of U.S. federal and state tax returns, including extensions.
• Help track, organize, and support responses to federal and state tax notices.

Belltower Fund Group empowers world-changing fund investments by providing fund administration services to the venture space. As of 2023, they support 29k+ funds representing over $23B in assets under administration, leveraging software to power the service layer for funds.

• Own the onboarding process from client sign-up through completion.
• Serve as the primary point of contact for clients during onboarding.
• Analyze large and often complex transaction datasets using Excel.

TaxValet is a fractional sales tax department that handles everything for clients, from nexus analysis to permit registrations and audit support. They are a fast-growing, fully remote, financially stable, and profitable business with a team of around 100 teammates.

• Conduct final technical reviews of tax returns and documents.
• Research complex tax issues and provide recommendations.
• Assist in team development of technical skills, providing mentorship.

They are a 100% virtual CPA firm with our team located all over the United States, focusing on real estate niche. They are on a mission to change the accounting industry by creating the premier people-first firm where strong and talented team members will thrive.

• Assist with the preparation of the quarterly and annual income tax provision.
• Timely prepare, file, and submit payments for income tax filings.
• Research and stay current of changes to tax laws and other compliance related requirements.

Teamshares buys small businesses from retiring business owners, having acquired over 100 businesses across 30+ states. It's a young and dynamic company that is growing fast, focused on being comprehensive and fair while providing fast reviews.

• Provide support to state registration requests, trouble shooting, and maintaining SLAs
• Identify improvements to registration and filing systems and processes
• Identify improvements to compliance requirements monitoring, updates, and coverage

Mosey makes employment compliance easy for fast-growing companies, enabling them to hire and operate anywhere without administrative burdens. They assist with HR, tax, accounting, and legal requirements, providing deep expertise and simplifying multi-location hiring.

• Review and prepare federal, state, and local corporate tax returns.
• Advise clients on tax planning, compliance, and transaction-related activities.
• Manage multiple tax engagements and ensure deadlines are met.

Jobgether uses an AI-powered matching process to ensure applications are reviewed quickly, objectively, and fairly against the role's core requirements. The system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company.

• Serve as a siting and environmental permitting subject matter expert.
• Work with clients for public involvement programs; attend and participate in open houses, public meetings, and public hearings.
• Managing and directing routing/siting studies, analyses, and associated reports and state filings.

Geosyntec is an innovative, international engineering and consulting firm serving private and public-sector clients to address new ventures and complex problems involving our environment, natural resources, and civil infrastructure. Ranked by ENR as one of the top environmental engineering design firms, Geosyntec is internationally known for its technical leadership, broad experience, and exceptional client service.

• Provide day-to-day and month-end support to the entire accounting team.
• Drive compliance with state and local taxes, including serving as a primary liaison with Avalara for sales tax.
• Design, implement, and maintain NetSuite workflows, tables, billing schedules, and revenue recognition rules.

Calyxo, Inc. is a medical device company addressing the need for improved kidney stone treatment. Founded in 2016 and headquartered in Pleasanton, California, the team is led by executives and investors with a proven track record of commercializing devices within urology.

• Serve as the primary point of contact for member questions throughout onboarding.
• Assist members with inquiries related to tax, accounting, payroll, and U.S. corporate structures.
• Manage inbound member inquiries about our product, process, taxes, and accounting via email and phone.

Collective aims to change how businesses-of-one work, providing technology and advisors to help members achieve financial independence. They offer an integrated platform for business incorporation, accounting, bookkeeping, tax services, and community access and are backed by firms like General Catalyst and Sound Ventures.

• Focus on tax planning and advisory services for real estate investors and small business owners.
• Provide technical input on tax and accounting issues and research tax solutions.
• Nurture client relationships by delivering promised results and meeting deadlines.

They are a 100% virtual CPA firm, with their team located across the United States, serving Real Estate Investors, Syndicates, and Fund Managers. They are innovators of tax services and firm culture with work-life integration, using the best technology and automation on the market.

• Provide licensed tax advice to participants.
• Educate participants using clear explanations.
• Maintain documentation within Salesforce and align with protocols.

Your Money Line pairs AI-powered software with human expertise to help people across the country gain clarity and confidence with their money. Founded by Peter Dunn (aka Pete the Planner™), YML is a trusted financial wellness benefit for employees in healthcare, education, manufacturing, and more.