Join TaxCredible
Overview
At TaxCredible, we believe in putting people first, whether our clients or each other. We are steadfast in our integrity and passionate about stewardship. If you are looking for a career where you can serve people with care and principle and be part of a team striving to help businesses retain valuable benefits that fuel growth and prosperity, then TaxCredible is for you.
Current Roles we are hiring for:
This role will be expected to evaluate various factors, such as client entity structures (such as legal, operating, tax, and others), tax liabilities/capacity and pass-through considerations and industry, qualification requirements for the credits and incentives, and the other tax and non-tax considerations, to maximize the value TaxCredible delivers to its clients and their CPA. Tax Incentive Operations will possess strong written and verbal communication skills, perform under tight deadlines, and act with integrity and professionalism.
The person in this role will work closely with and support a highly experienced team that knows the industry and has developed efficient methods and tools to help in project implementation.
Requirements
-
Education: B.S. or B.A. in Accounting, Finance, Business Administration, or related discipline. Advanced degree (Master's in Taxation/JD) and/or CPA designation strongly preferred.
-
5+ years Tax and/or Accounting experience.
-
Tax credit and incentive experience are preferred but not required.
-
“Big Four” public accounting and/or consulting experience is a plus.
-
Proven ability to work with cross-functional teams
Reporting to the Director of Sales, this role will be a key position within the organization, which provides clients with a variety of federal, state, and local tax credits and incentives. The position will entail various responsibilities, including the calculation of tax credits and incentives, assisting in the evaluation and improvement of operational processes, providing tax and legal analysis and interpretation, providing exceptional client service, and interacting with team members in other functional areas.
The TaxCredible Senior Account Manager - This role will be expected to create meaningful relationships that allow our teams to thoroughly evaluate various factors, such as client entity structures (such as legal, operating, tax, and others), tax liabilities/capacity, and pass-through considerations and industry, qualification requirements for the credits and incentives, and the other tax and non-tax considerations, to maximize the value TaxCredible delivers to its clients and their CPA. Account managers will possess strong written and verbal communication skills and act with integrity and professionalism.
The person in this role will work closely with and support a highly experienced team that knows the industry and has developed efficient methods and tools to help in project implementation.
Responsibilities
- Develop long-term, profitable relationships with CPA referral sources
- Work with Project Managers and Account Managers to develop technical competence and expertise in State and relevant Federal tax credits
- Identify, close, and deliver tax credit projects by:
-
- Working with CPAs, leveraging existing networks, and developing other referral sources to identify leads
- Delivering signed Services Agreement to clients and their tax professionals
- Coordinating with TaxCredible guides and other Account Managers in managing projects to completion and delivery
- Ensuring invoices are delivered and helping to resolve accounts receivable issues
-
- Generate leads by:
-
- Developing and executing lead generation activities, including cold calling, networking, joining business and professional organizations, and attending seminars, trade shows, and other activities.
- Following up with clients for feedback, future tax credit opportunities, and referrals
- Utilizing TaxCredible’s technology and CRM solutions (HubSpot) to leverage Social Selling capabilities and manage client and referral relationships
-
- Update CRM system and coordinate resources as needed.
- Develop a comprehensive sales and marketing strategy with opportunity analysis, goals, resource requirements, and lead generation activities.
-
- Participate in weekly team and individual calls and meetings with management to track and report on lead generation and sales activities.
- Engage with existing Account Managers to provide sales and account management support where needed first
-
- Assist in the development and training of new Account Managers when and where needed
- Having an entrepreneurial mindset: we are looking for individuals who are excited to grow and stretch themselves to help accommodate our growing organization
Requirements
-
Education: B.S. or B.A.
-
Advanced degree (Master's in Taxation/JD) and/or CPA designation strongly preferred.
-
Tax and/or Accounting industry experience as an accountant or in a professional setting.
-
Tax credit and incentive experience are preferred but not required.
-
Two plus years of software selling experience.
-
“Big Four” public accounting and/or consulting experience a plus.
TaxCredible is seeking a creative and seasoned full-stack developer to join our engineering team. Help drive forward movement as we build a brand new platform to change the landscape of business tax incentives!
Fully financed by its established parent company (Alpharesults), TaxCredible provides a unique opportunity to join a team at the very early stages that isn't subject to the pitfalls of other tech start-ups.
Who we want:
We are looking for someone with significant full-stack experience to help drive development of the core functionality of our new technology, providing a solid foundation on which we will build the rest of the platform.
As we expand our small and agile team, strong tangential tech skills are a must. Team roles will blend and flex as we continue to find our stride.
Candidates should be able to discuss their role in prior projects, and provide further insight into how their contributions fit into a bigger picture.
Requirement Attributes and Skills:
- Proven Senior-level development and team lead experience.
- Essential: Typescript, Node (ExpressJS), VueJS, MySQL, AWS, Linux admin, HTML, CSS.
- You will also use: Docker.
- Ability to produce and consume well documented REST APIs.
- A solid understanding of multi-node architecture is critical, including typical systems and their relationships. This also includes 3rd party vendor integrations.
- Productive when given broad requirements/constraints as well as working through narrowly-defined tasks.
- Can easily understand a high level description of a target architecture and flesh out the details from there.
- Does not blindly follow directions, but instead collaborates and contributes to the best way to design a system or implement a spec.
- Can provide mentorship and oversight to other developers. Can review commits and provide feedback and training.
- Can document major subsystems so that other developers will understand how to use them.
- Experience implementing an advanced subsystem such as: a recommendation engine, platform integration layer, data synchronization mechanisms, etc.
- Experience building or leveraging tools to improve the development lifecycle (build tools, CI/CD, automation, etc.)
We highly value:
- High-performing individuals who elevate their team.
- Excellent communication skills.
- Passionate, detail-oriented team members.
- A broad understanding of Software Engineering concepts (versus experience solely following the latest trends).
- Efficient, logical, legible and well-organized code and markup.
- An eagerness to learn and adapt.
- Experience working in a distributed team environment.
About TaxCredible:
TaxCredible is a one-of-a-kind, connection SaaS platform for business tax incentives. As a growing network of providers, CPAs, clients, and economic developers emerges, TaxCredible enables them to identify, provide, manage, obtain, and utilize state and federal business tax credits and incentives. TaxCredible enables clients to stop worrying about missing out on valuable incentives in a rapidly-changing economic and legislative environment – we have all the insights needed to keep ahead of the curve, and our team helps manage everything – all in one place.
What you can expect:
- Expect to learn and grow with the company. We hope to foster a long term relationship.
- Report to the Technology Director, and have access to leadership and stakeholders.
- Participate in the development of leading-edge proprietary technologies and software including applications and reusable components.
- Contribute to regular testing via automated regression/unit tests and functional testing.
- Provide support to internal and external stakeholders.
- Work closely with a remote/distributed development team from wherever you are most comfortable and productive.
- We accommodate some predictable flexibility in schedule, however regular work hours are expected to align with the normal work day in US-based timezones.