Member Relationship Manager

Summary

Join Collective's mission to redefine the way businesses-of-one work by serving as a Member Relationship Manager and providing exceptional support to clients.

Requirements

• In depth knowledge of S corporations and their value to small businesses
• 2+ years of relevant Tax and Accounting experience
• Experience working in a client-facing role
• Bachelor's degree or equivalent practical experience
• Familiarity with online bookkeeping and payroll systems like Xero, QBO and Gusto
• Experience using Salesforce, Front, Slack and Calendly and G Suite
• Comfortable speaking with customers via email, video, and on the phone
• Hyper organized and able to juggle multiple clients and asks
• Exceptional written and verbal communication skills
• Resourcefulness & comfort with change and ambiguity in a fast-paced environment
• A strong desire to help others

Responsibilities

• Inform members on how S-Corps work and how they can be a tool to optimize taxes, tell them how Collective works
• Understand our clients’ financial background, financial goals, help them identify optimization opportunities, help them make a decision on reasonable salary, train them on quarterly checks, quarterly estimates and how Collective works
• Provide them with year-round tax advice and provide customer support
• Build and maintain trust with members through clear, professional, and timely communication
• Provide exceptional support on tax and accounting inquiries while leveraging cross-functional partners and resources
• Develop strong internal relationships, including with technical stakeholders, and serve as an advocate for our Members
• Proactively provide updates and reminders to Members on key milestones

Benefits

• Compensation Range: $86,670 - $96,300 USD annual base salary
• 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
• 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