Senior Operations Lead – Tax & Compliance Focus

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The Team Architects

1 - 10 employees

👥 HR Tech

🤝 B2B

☁️ SaaS

HR Tech • B2B • SaaS

The Team Architects is a company that specializes in transforming teams through their comprehensive hiring, retention, and leadership platform known as the TA-12™ System. This system is designed to streamline the processes of recruiting, hiring, onboarding, and training top talent, enabling businesses to scale more efficiently. By providing tools for structured onboarding, effective management, and productive leadership, The Team Architects helps organizations foster clear communication and goal-setting, ensuring that teams can effectively work together to drive innovation and achieve success.

📋 Description

• Own end-to-end K-1 project management across 100+ entities with a hard March 15th delivery target • Manage the relationship with our third-party CPA firm — set milestones, surface blockers, hold the partnership accountable • Collect and organize financial records, cap table documentation, and entity filings from club leaders • Review completed 1065s and K-1s for accuracy; manage delivery to investors • Monitor the distributions calendar and process distributions on the platform • Reconcile against source records; diagnose and resolve discrepancies • File engineering tickets for platform-related issues; create custom transaction summaries as needed • Manage annual and franchise tax reports across multiple states • Track platform fees and support accounts receivable as properties transition • Support closings-to-operations onboarding documentation • Share ownership of the Zendesk queue with a 48-hour SLA • Respond to investor and club leader inquiries on K-1s, distributions, and account questions • Escalate platform bugs to Engineering; use ticket patterns to flag systemic improvements

🎯 Requirements

• You have 2–5 years of accounting, finance, or fintech operations experience, you understand reconciliation, debits and credits, and why the small discrepancies are often the big ones • K-1s, 1065s, and partnership tax structures are familiar territory not something you'd need to look up • You've managed an external vendor relationship and held them to a deadline, not just followed their lead • You build the tracker when there isn't one. You write the SOP. You don't wait to be asked. • You actively use AI tools; specific tools, specific use cases, and you've measurably changed how you work because of them • You communicate clearly and professionally with assertive, experienced investors and business operators • You've worked in a lean startup or high-ambiguity environment and found it energizing rather than overwhelming

🏖️ Benefits

• Base: $95,000–$115,000 depending on experience • Bonus: Performance-based; total comp target ~$135,000 • Health, dental, and medical insurance • 401(k) • Unlimited PTO • Bi-annual company off-sites • Fully remote — US only, any time zone

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