Tax Preparer - Kirkland WA (hybrid)

Formations is a Seattle-based startup reimagining financial management for self-employed professionals. If you’ve ever run your own business or know someone who has, then you know it’s challenging enough without the added pressure of having to become an expert in taxes, accounting, and financial planning.

Instead of being rewarded for taking the entrepreneurial risk of striking out on their own, the independent workforce in the U.S. forgoes almost all the benefits afforded to full-time corporate employees and gets hit with a self-employment tax to boot. That’s where we come in.

Formations is developing the first comprehensive product to automate business incorporation, expense tracking, payroll, and benefit allocations. With our technology and team of financial experts by their side, self-employed professionals will have the playbook and tools needed to focus on growing their business while saving thousands on annual taxes, achieving financial well-being, and securing their futures through better financial decision making.

Included with solving for business management, preparation of tax returns is a key component of Formation’s servicing offer. To better service our small business customers, we are looking for Tax Preparers to join our tax team! The right candidate will be looking to offer their skills by helping primarily to do work preparing and reviewing individual tax returns for our customers while being in a position to grow their tax and accounting knowledge.

At Formations, we are focused on a holistic approach to manage self-employed businesses and convert them from sole proprietorships to S corporations to leverage the tax advantages of that type of entity. We aim to be the solution for tax and accounting for the small businesses who are woefully underserved in these areas.

Responsibilities:

• Preparation and review of individual 1040, 1120S, 1065 tax returns
• Build tax estimates and projections using tax and accounting data
• Review and understand tax documentation and use the information to drive solutions for customers
• Work as part of a cross-functional department, partnering with Customer Success Managers to help drive project completion
• Ability to coordinate and accomplish tasks with remote professionals and team members

Qualifications:

• You have 1+ years of tax experience
• Bachelor’s degree in tax or accounting (or equivalent experience)
• You have excellent communication skills, verbal and written and can easily translate technical concepts into simple terms
• You are a strong team player that can step and provide support wherever needed
• You are skilled with technology and working in a remote environment
• You are able to adapt in a quickly growing and changing company with multiple priorities

Nice to have:

• Tax or accounting certifications (Enrolled Agent/CPA/etc)
• S-Corp knowledge and experience
• You have worked in a start-up environment
• Experience with CCH Axcess tax software

Salary range : $60,000-$80,000