Join the Rapidly Growing Team at Attivo Partners!
Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you!
Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.
What We Offer:
- Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.
- Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.
- Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.
- Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.
Our Values:
- Lasting Relationships: We build solid and enduring connections with our clients and team members.
- Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results.
- Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation.
- Collaboration-First: We prioritize teamwork and believe the best solutions come from working together.
- Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive.
Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!
Role Overview
Attivo is in search of a dynamic Director of Tax to spearhead the establishment and growth of our new income tax division, enhancing Attivo's suite of accounting and financial services. This role presents an exciting opportunity for the right candidate to capitalize on Attivo's impressive trajectory since its inception 6 years ago, and play a pivotal role in shaping the firm's future.
The Director of Tax will be responsible for overseeing multiple client engagements, delivering specialized tax advisory and compliance services tailored to the unique needs of early-stage, venture-backed companies. Collaborating closely with firm leadership, the position will not only serve our clients but also play a vital role in expanding our business, directly influencing the firm's overall success. The ideal candidate will have a proven track record working with early-stage startups, thrive in a dynamic and evolving environment, and consistently deliver exceptional service to clients.
The position location is flexible/work from home, with preference given to candidates in the following cities where Attivo has an employee presence: San Francisco/Bay Area, San Diego/Southern California, New York City, Austin, and Nashville. Candidates in other locations are welcome to apply. Some travel to in-person company events is required, approximately 2-3 weeks out of the year.
Responsibilities
- Determine appropriate tax objectives, scope and methodology and actively participate in decision making with client's management to understand the broader impact of current decisions and possible solutions
- Prepare and review of tax projections, tax work papers and tax returns, specifically, Federal and State tax returns
- Oversee and manage the tax return process including identification and resolution of tax issues
- Develop and establish policies, procedures, and set up technical infrastructure for preparing and processing tax returns
- Manage multiple tax engagements in a team environment and independently
- Identify potential opportunities for new and/or expanded client services
- Lead and manage engagements, including budgeting, billing and engagement economics
- Maintain communication with clients to ensure satisfaction, meet deadlines, remain current on legislative changes, and lead change effectively
- As the practice grows, mentor, train and manage staff accountants to meet deadlines and prioritize workload
- Engage in business development activities, preparing proposals, presenting in webinars, collaborating with other colleagues to present a comprehensive tax strategy to prospective and current clients
Requirements
- Solid understanding of GAAP, CPA preferred
- Advanced Excel
- Experience with standard software solutions: QuickBooks Online, Xero, Netsuite, Bill.com, Gusto, Expensify, Carta
- Strong analytical and problem-solving abilities
- Independent judgment and decision-making
- Ability to manage multiple projects/priorities at a time
- Professional curiosity & creativity
- Passionate desire to learn & for continuous improvement
- Proven market facing skills required to develop new business and sustain existing excellent client relationships
- Must have visibility and recognition within your industry specialization and in your local market
Education & Experience
- Bachelor's degree in Accounting or equivalent field is required
- Public accounting experience
- CPA or Bar License required
- 8+ years work experience in corporate tax compliance
- Minimum of 4 years supervising and training experience
- Master's degree in tax or equivalent field preferred
- Experience working in a fast-paced technology, or professional services environment
- Experience with corporation and partnership accounting and tax concepts
Professional Attributes
- Professional integrity
- High energy and enthusiasm, with a strong commitment to exceeding client expectations
- Flexibility and openness to work on a variety of assignments, industries, and roles
- Ability to learn quickly, make an immediate impact, and provide value-added service
- Strong ability to connect and build relationships with clients, firm leadership, & peers
- Confidence in professional aptitude and ability to effectively convey skills, knowledge, and qualifications to clients
- Team player with a strong desire to be an active, long-term participant in Attivo’s growth
- Entrepreneurial spirit and passion for startups and early-stage growth companies
Salary Range
Attivo offers a competitive base plus bonus, and opportunities for advancement. The starting salary range for the Director of Tax is approximately $200,000 to $235,000 per year plus bonus.
Benefits for full-time employees include: Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members), participation in Flexible Spending Accounts and 401(k), 3 weeks PTO, voluntary Life Insurance & Disability plans, and work-from-home allowance. Primary caregivers and others requiring a flexible work schedule or reduced hours are encouraged to apply; benefits may be prorated for part-time hires.
Final Notes
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply.
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