Member Resolutions Lead, CPA/EA Required

🔥 19 hours ago

🇺🇸 United States – Remote

💵 $165k - $200k / year

⏰ Full Time

🟠 Senior

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Collective

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

💳 Fintech

☁️ SaaS

Fintech • SaaS

Collective is an all-in-one financial platform for self-employed entrepreneurs and freelancers. It provides software tools and partnered services for tax optimization, bookkeeping, payroll, and business formation, helping members save on business taxes and manage their finances efficiently. Collective offers self-help tools rather than legal or financial advice and integrates third-party tax preparation and related services.

📋 Description

• Own every escalation end to end, from fee-waiver and refund requests to complex service failures and cases involving legal, regulatory or reputational exposure • Serve as the single point of contact for escalated members • Listen, explain issues in plain language, establish resolution plans with dates, and deliver resolutions • Diagnose tax and accounting failures and direct back-office fixes with Accounting, Tax and Entity Ops • Hold Power of Attorney and represent members before the IRS and state agencies when required • Resolve vendor-caused harm, document it, and recover costs from vendors • Build a resolution economics model weighing payouts, handling cost, retention, and legal or reputational exposure • Set auto-approval thresholds • Write resolution policies and decision-rights matrices • Specify rules, routing, and case records for Strategic Operations and Engineering • Own system performance after launch • Establish a single case record and escalated-member flag • Retire Slack channels and direct messages as escalation-management locations • Set SLAs by escalation lane

🎯 Requirements

• Active CPA license or IRS Enrolled Agent credential, with authority to represent taxpayers before the IRS • 8+ years across tax and accounting practice and operations • Hands-on preparation or review of returns and books for small businesses or self-employed clients • Track record owning high-stakes client or customer escalations end to end, including cases with financial, legal or reputational exposure • Evidence of building systems including written policies, decision frameworks, rules or automation, workflows and dashboards • Ability to build quantitative models using expected value, thresholds and cohort analysis • Ability to build models in spreadsheets or SQL and explain them to non-specialists • Working knowledge of Circular 230, Section 7216, penalty abatement and reasonable cause, notice response, and when a tax question becomes a legal one • Calm, warm and direct manner with upset people • Legally authorized to work in the United States • Active CPA or EA in the state of residency

🏖️ Benefits

• $200 quarterly reimbursement to support your well-being • Fresh lunch provided on in-office days for those in a hybrid schedule • $150 monthly reimbursement for transit expenses for those in a hybrid schedule • Flexible PTO plus 14 company holidays • 100% medical, dental, and vision coverage for employees • 75% medical, dental, and vision coverage for dependents • 16 weeks fully paid parental leave • 401k plan • Equity package • Quarterly virtual events • Annual in-person summit • Remote-friendly work environment