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.