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Junior Tax/Accounting

Company: Formations
Location: Bellevue
Posted on: June 23, 2022

Job Description:

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.To better service our small business customers, we are looking for tax professionals to be a part of our quickly growing team! A Tax Consultant with Formations will be looking to offer their skills by implementing tax strategies, answering tax questions, sharing their knowledge and experience with our team and our customers, and providing our small business clients with exceptional care and quality experiences.
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.

  • Customer facing position that utilizes tax and accounting knowledge to answer internal and external questions with a goal of providing quality customer experiences.
  • Review and understand financial statements and 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
  • Recognize, research, document and resolve tax issues
  • Ability to coordinate and accomplish tasks with remote professionals and team membersQualifications:
    • You have 1-2 years of domestic tax experience or relevant education
    • You have excellent communication skills, verbal and written
    • You are a strong team player that can step and provide support wherever needed
    • You have knowledge of accounting and tax theory and practices
    • 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

Keywords: Formations, Bellevue , Junior Tax/Accounting, Accounting, Auditing , Bellevue, Washington

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