We’re looking for a Tax Analyst to help us build for the financial back office for therapists. We are looking for the hardest workers in the room, who love working collaboratively to solve novel problems, to join the Heard.
Position Type: Full Time
Location: Seattle, WA / San Francisco, CA/ Remote (US)
\uD83C\uDF0F About Heard
Heard (https://joinheard.com/)
helps mental health practitioners handle their practice finances.
Unlike most small businesses, providers lack the tools and systems needed to understand the ins and outs of their business.
Instead, they're forced to work with a disparate array of expensive services or contractors to manage their finances, their taxes, their payroll, their savings and more. Not only is this outside their area of expertise — every hour spent wrangling finances or filling out forms is one less hour spent providing care.
Heard is growing incredibly fast. We have a clear, funded path, and a roadmap to become an industry leading software services provider for independent mental health practitioners. We are looking for the hardest workers in the room, who love working collaboratively to solve novel problems, to join the Heard.
Our Core Values
- \uD83D\uDC81 Focus on the customer
- \uD83D\uDE0A Psychological safety always
- \uD83D\uDEE3️ Go the extra mile, together
- \uD83E\uDD14 Be relentlessly curious
- \uD83D\uDC7C 100% ownership
\uD83C\uDF1F About You
- Required: Strong Experience with preparing 1040s and 1120 + 1120S
- BA/BS in Accounting (preferred) or CPA/EA Candidate
- 3-5 years tax experience
- Strong written and verbal communication skills
- Exceptional team player with strong interpersonal skills
- You are extremely comfortable with US multi-State compliance, and researching complex State compliance issues when necessary.
- You have a strong command on accounting and tax preparation software, and as a plus: led implementation of tax preparation software.
- You are cool, calm, and collected in light of conflict resolution and juggling multiple projects and priorities.
\uD83D\uDC4B About the Role
- You will engage with clients to discuss their tax situation, options for tax savings and optimization, and tax season preparation.
- You will handles ongoing consultation and planning with their assigned clients
- You will ensures that each client is prepared for tax season and taking actions on areas where they can optimize their tax returns
- Maintains accurate client records to ensure the Heard customer teams understand all outcomes of any tax advisory provided to our clients
- Ensure the outcomes of your advisory are being met through working directly with our third-party tax partner, as well as the respective customer teams within Heard
Benefits
- Market salary and equity — and flexibility to choose distribution.
- Unlimited PTO
- 401k
- Healthcare and dental
- Mental Wellness Stipend
- Remote Work Stipend
We want you to love the work that you do, the team that you’re working with, the environment that you’re working in. It is often hard to tell from a job description what working at a company is like, but some reasons why Heard may not be a good fit for you:
- Our mission of helping therapists does not resonate with you
- You desire a consistent 9-5 job.
- You prefer highly structured, well-defined environments
- You’re uncomfortable with ambiguity or “being the first” in figuring something out
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