Sales Strategy and Customer Success Manager

About Company We are a growth financing marketplace for small business owners, with a mission to increase access to entrepreneurship and empower women- and diverse-owned businesses. By connecting entrepreneurs to growth capital and providing world-class financial management services, we help them take control of their finances, maintain clean, real-time financials, and achieve sustainable economic success. The Role We are looking for an experienced Tax Lead (CPA) to oversee and execute all tax-related operations, ensuring accurate and timely filings across multiple entities and jurisdictions. This role combines strategic leadership and hands-on tax execution, managing a small team while staying deeply involved in daily deliverables. The right candidate is detail-oriented, organized, and comfortable managing client relationships in a fast-paced, deadline-driven environment. Key Responsibilities Lead preparation/review of business returns (C-Corp, S-Corp, Partnership, SMLLC) and personal 1040 where applicable. Oversee sales tax, franchise/annual reports, 1099/W-2, FINCEN BOI, and FBAR filings with a tracked deadline calendar. Perform multi-state / nexus evaluations and guide entity selection and year-end planning. Build and maintain standardized tax processes, templates, and client comms; own QA standards. Supervise and mentor a team of 2 accountants, ensuring quality and accuracy of all outputs. Communicate directly with clients, providing updates, insights, and clear explanations of tax positions. Manage workload efficiently during peak tax seasons (Jan–Apr and Sep–Nov) and support adjacent accounting work between cycles. Maintain up-to-date knowledge of US tax laws, deadlines, and reporting standards What We’re Looking For CPA certification required (active). 7+ years of U.S. tax experience, including corporate, partnership, and multi-state taxation. Experience with sales tax, franchise tax, FBAR, and FINCEN BOI filings preferred. Leadership experience managing or reviewing work of other accountants. Hands-on mindset — comfortable preparing returns directly as well as reviewing and mentoring others. Client-facing experience with strong communication and presentation skills. Detail-oriented, accountable, and deadline-driven, with strong prioritization under pressure. Familiarity with U.S. GAAP principles and understanding of accounting-tax interdependencies (preferred). Advanced or native English proficiency.

Job Description: Operations Manager Role Purpose: The Operations Manager will be responsible for streamlining and optimizing our hiring processes, ensuring efficiency and alignment with business objectives. Key Responsibilities: Process Creation and Optimization: Develop streamlined processes for the recruitment team, from sourcing to onboarding, ensuring clarity and efficiency. Refine existing processes to enhance operational effectiveness and scalability. KPI Establishment and Measurement: Define and implement key performance indicators (KPIs) relevant to hiring operations. Regularly measure and analyze KPIs to track performance and identify areas for improvement. Demand Forecasting and Resource Allocation: Analyze hiring demands and forecast personnel needs based on business requirements. Collaborate with leadership to allocate resources effectively across hiring teams. Cross-functional Coordination: Liaise between recruitment teams and account managers/customer success to ensure seamless communication and alignment on client hiring needs. Facilitate information flow and collaboration to optimize client satisfaction and recruitment outcomes. Required Skills and Experience: Proven experience in operations management, specifically within the hiring or recruitment domain. Strong analytical skills with the ability to create and interpret data-driven insights. Experience in process improvement and KPI implementation. Excellent communication and interpersonal skills for effective cross-functional collaboration.

Location: Hybrid (3 days in office, 2 days remote). San Jose, CA or Redwood City, CA. Employment Type: Full-time Experience Level: 5-7 years of experience Department: Litigation Group About Us  We are a Top 200 law firm committed to providing exceptional legal counsel. We are known for our collaborative environment and deep expertise in complex commercial matters. Joining our team means becoming part of a prestigious practice where experience, academic rigor, and client service are paramount. Position Overview We are seeking an Associate with 5-7 years of litigation experience to join our team in California. This role is ideal for a highly capable attorney who thrives on complex commercial disputes. The candidate must possess strong analytical, writing, and client service skills, with a desire to appear in court and confident oral communication abilities. Key Responsibilities Case Management: Manage all phases of general commercial litigation matters, including real estate, fraud, breach of contract, and breach of lease disputes. Legal Analysis & Drafting: Conduct exceptional analytical work and legal writing for complex case documents. Court Appearances: Handle court appearances and depositions (experience ideal, but not required). Client Service: Provide excellent client service and collaborate effectively within our team environment. Required Skills & Experience Experience: 5-7 years of litigation experience (preferred handling of real estate, fraud, breach of contract, breach of lease, and general commercial matters). License: Active California law license and good standing. Essential Skills: Strong academic credentials, exceptional analytical and writing abilities, and excellent interpersonal and problem-solving skills. Oral Communication: Desire to appear in court and confident oral communication skills are required. Desirable Skills Prior experience with depositions and court appearances. Why Join Us (Firm Benefits & Culture) Benefits: Comprehensive benefit plan, including health care, retirement plan, parental leave, and short/long term disability. Culture: Opportunity to work in a collaborative environment within one of the industry's most prestigious law firms. Application: The application process requires uploading a cover letter, resume, unofficial law school transcript, and a writing sample.