Tax Project Manager

Summary

Join Collective as a Tax Project Manager and lead diverse tax-related projects, ensuring timely execution and efficient processes. You will coordinate project schedules, allocate resources, and maintain organized documentation. The ideal candidate possesses exceptional project management skills, keen attention to detail, and strong team coordination abilities. This role demands a proactive approach to anticipate project needs and foster collaboration. Collective offers a remote-first environment, a collaborative team culture, and various benefits including stock options, a home office stipend, wellness bonus, floating holidays, unlimited PTO, and paid parental leave.

Requirements

• Bachelor’s degree in any field
• 2+ years of experience in project management or administrative roles, ideally within offshoring or remote service environments
• Exceptional attention to detail, with strong skills in time management, prioritization, and project coordination
• Proven track record in managing and resolving project-related conflicts with a focus on positive outcomes
• Ability to efficiently manage multiple projects and shifting priorities in a dynamic, fast-paced work environment
• Willingness to travel occasionally as needed to support project or team objectives

Responsibilities

• Develop and manage project plans, including timelines, budgets, and resources
• Collaborate with cross-functional teams to ensure projects are completed on time and within resources
• Communicate project updates and progress to the tax team
• Monitor, evaluate and present project performance, identify risks, and develop mitigation strategies
• Manage project documentation, including project plans, status reports, and project deliverables
• Support the development and implementation of process improvements to enhance project effectiveness and efficiency
• Supporting tax return preparation and filing by organizing workpapers, saving government copies, and coordinating the resolution of tax-related issues
• Managing and sending eSignature requests to Collective members to facilitate timely tax return filings
• Maintaining, organizing, and ensuring the accuracy of tax records and documentation for compliance and easy retrieval
• Addressing tax administration inquiries through Front/Zendesk and Slack to ensure responsive and efficient support
• Reviewing and reconciling Practice CS accounts, identifying and correcting any discrepancies
• Assisting in the development and refinement of tax policies, procedures, and best practices to enhance operational efficiency
• Handling PCS onboarding for new members and offboarding for departing members to maintain accurate and current records
• Conducting audits of tax-related documents in Hub to ensure completeness and accuracy

Benefits

• A remote first environment
• A diverse and collaborative team culture
• Stock options package
• $2K home office stipend (for the purchase of work laptop and office set up)
• Team events and virtual gatherings
• $600 wellness bonus
• 14 floating holidays
• Unlimited Paid Time Off (PTO)
• Paid parental leave