US Tax Project Manager

About Collective:

Collective is on a mission to redefine the way businesses-of-one work. Collective’s technology and team of trusted advisors enables our members to achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services and access to a thriving community, all in one integrated platform.  We believe in empowering self-employed people to enjoy the same tax savings that big companies get. 

Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, Techcrunch and more. We’re backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, Google’s Gradient Ventures, Expa and prominent investors who have financed and built iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, Lyft, and more.

About the role: 

The Tax Project Manager will lead and manage a range of tax-related projects and administrative initiatives, ensuring smooth execution and timely delivery. This role is responsible for coordinating project schedules, allocating resources, and maintaining organized documentation, with a strong emphasis on efficiency and process optimization. The ideal candidate will bring exceptional project management expertise, a keen eye for administrative detail, and advanced skills in team coordination and communication. This role requires a proactive approach to anticipate project needs, foster collaboration, and uphold high standards of project execution.

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

What we want you to bring: 

• 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

What we offer in return: 

• 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

Equal Employment Opportunity

At Collective, we don’t just accept differences — we celebrate them, we support them, and we thrive on them for the benefit of our employees, our customers, and our community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. If you’re good at what you do, come as you are. The more inclusive we are, the better our work will be. Collective is proud to be an equal opportunity workplace.