The Role

We are looking for a tax leader to join our Pilot Tax practice. 
Half of Pilot’s bookkeeping customers also buy our tax services. Doing both means that we have the opportunity to provide an exceptionally efficient, streamlined tax experience for our customers, via smart internal management of our tax partner relationships and an expertly-crafted customer-facing tax onboarding and filing experience. Today, we partner with trusted tax providers but are excited to begin exploring offering this experience in-house. 

Key Responsibilities  

  • Delivering high quality tax and advisory services to tax clients with a focus on federal and state income tax 
  • Playing a leadership role in managing Pilot’s tax compliance client portfolio
  • Supporting the growth of the Pilot tax practice by teaming with other Pilot leaders to identify new market opportunities
  • Building and manage a team of tax professionals 
  • Finding and implementing opportunities for process improvement in company tax procedures
  • Scaling our tax processes as our tax customer base continues to grow

About You

  • 10+ years of business tax experience with an emphasis on federal and state income tax (sales and/or property tax is a plus)
  • Previous experience as a tax manager with a public accounting firm
  • Deep knowledge of tax code, compliance and procedures for corporations.
  • Familiarity with U.S. federal, state and local reporting requirements.
  • Strong people manager who thrives on building and growing high performing teams 
  • Start up or small company experience that requires you to roll up your sleeves to build and identify process improvements, create out of the box ideas to meet client needs, and ability to balance many priorities 
  • Impeccable verbal and written communication skills, including the ability to convey complex tax concepts to clients who do not possess a technical tax background and concisely make recommendations to senior leaders
  • Obsessively obsessed with attention to detail and leaves no stone unturned 
  • Adept cross-functional partner who thrives on creating a delightful customer experience with other functional partners (Controller Services, Bookkeeping, AR/AP, Sales, Product)
  • Prior experience in E-commerce, Technology, and Crypto a plus
  • Active CPA License

Why Pilot?

  • We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
  • The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
  • Flexible vacation/time-off policy
  • All federal holidays are observed
  • Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway
  • Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
  • 401(k) plan

Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information.

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