Hiline Services

Hiline is a tech-enabled financial services company that helps today's builders thrive. With our team of financial experts and tailored technology platforms, we help founders and entrepreneurs get where they want to go faster by freeing them up to focus on what they do best. We streamline financial operations so they can make better business decisions. And to make it all possible, we are reimagining what the finance and accounting industry can be while providing a premium experience to customers.

We are in an exciting growth phase for the company, seeking high-energy, high-performing individuals to join us! We're looking for someone with a strong tax background, excellent problem solving skills, and a consulting and customer-centric mindset to support our work with startups. This role will manage a portfolio of tax clients, while leveraging our technology stack, automation tools, standard processes and operating model.

What You'd Do

• Manage the day-to-day servicing of a portfolio of tax customers.
• Prepare and review individual & business tax returns accurately for timely filing.
• Perform customer multi-state compliance requirements for income tax filings.
• Perform financial analysis to identify tax saving opportunities for customers.
• Ensure high-value work is being prioritized, while maintaining internal controls and adherence to company procedures.
• Complete work that has been committed and assigned to within the planned work period.
• Be a technical resource and problem solver for team members, providing regular guidance. 
• Offer innovative tax planning, consulting and compliance expertise to customers.
• Guide startups through key early-stage decisions (i.e., entity structure, tax matters, paying owners, etc.)
• Identify emerging areas of risk for customers as it relates to federal, multi-state, international tax, legal and compliance issues.
• Engage with customer's business stakeholders, attorneys, financial advisors and investors.
• Understand customers' industries to provide tailored solutions.
• Communicate regularly with customers, business stakeholders and financial institutions.
• Collaborate with team members on problem-solving, building/enhancing processes and staying current with industry/legislative changes.
• Utilize workflow management tools to prioritize and track all customer tax work to completion, ensuring visibility and transparency to the team. 
• Periodically lead or support team members and management on strategic initiatives and operational improvements.
• Demonstrate your ability to use good judgment in balancing the needs of customers while delivering an appropriate level of service and effectively collaborating cross- functionally with fellow team members.
• Effectively and clearly communicate with customers and team across various channels.
• Demonstrate teamwork, by speaking confidently on all meaningful, ongoing customer matters/initiatives and that they are being delivered on plan.
• Continuously seek opportunities to improve operations and company processes. Asks questions, offers ideas and suggests solutions.
• Exhibit our company's brand, culture, and core values.

What You've Got

• 5-7 years in public and/or private accounting performing individual & business tax preparation.
• Active CPA/EA license is required, with strong understanding of tax codes and laws.
• Strong interpersonal and communication skills.
• Able to think outside the box, effectively problem solve and collaborate with others with an eye to potential solutions.
• Possess strong stakeholder management skills, with a passion for customer success.
• Passion for continuous learning and general curiosity.
• Must be detail-oriented, well organized, able to prioritize effectively, manage time and projects effectively.
• Commitment and ability to meet critical business deadlines.
• Ability to work independently and collaboratively in a remote or hybrid work environment.
• Adaptable and comfortable working in a fast-paced, evolving startup-like environment.
• Professional confidentiality.
• Tech-savvy and highly proficient in Microsoft Suite.
• Software, technology, professional services and ecommerce experience is preferred.
• Capable of handling responsibilities beyond formal job duties.

What We've Got

• Competitive salary and benefits package.
• Opportunity to be a pioneer in building a new and improved tax offering from the ground up.
• Flexible work arrangements, including remote work options.
• Collaborative and inclusive company culture.
• Professional development opportunities and career growth.
• We take our work seriously. We're ambitious and bring our best, every day.
• But we don't take ourselves too seriously. We believe life's too short to not have fun at work, and we're not down with big egos.
• We like to think outside the box and create innovative solutions for our customers. We maintain a customer-centric mindset and focus on the evolving needs of our customers.
• We look at challenges as opportunities. We do this by keeping a growth mindset and continuously improving our way of working.
• We know our unique backgrounds make our business stronger. We value collaboration and learning from each other every day.
• We've built a modern remote workplace to enable you to be your best self, personally and professionally.