Finvisor is a startup-focused, full-service firm that performs accounting, AP/AR, compliance, payroll, forecasting, CFO, and controller services. Our team supports the fastest growing and most exciting startups in the U.S. and around the world. We manage our clients’ financial operations so they can focus on growing their product and business.
We are seeking a Tax Lead (Contract) to join our team on a revenue-share basis, with the potential to grow into a full-time leadership role. This role will lead Finvisor’s tax function, supporting U.S. clients with international subsidiaries and other cross-border complexities. The ideal candidate is entrepreneurial, client-focused, and ready to scale a modern tax practice within a dynamic, growth-oriented firm.
Responsibilities- Prepare and review federal and state income tax returns for individuals, partnerships, S-Corps, and C-Corps
- Manage tax compliance for clients with U.S. entities and international subsidiaries, including foreign reporting requirements (e.g., Forms 5471, 1118, 2555, 8938)
- Calculate, coordinate, and advise on quarterly estimated tax payments and installment schedules for individuals and businesses
- Provide tax planning and advisory services for startup founders and venture-backed companies, including multi-state tax issues, R&D credits, and equity compensation
- Research complex federal and international tax issues and provide clear, actionable guidance to clients and internal teams
- Collaborate with Finvisor’s Accounting, Payroll, and CFO teams to ensure accuracy and alignment across services
- Act as the primary point of contact for client tax inquiries and IRS/state correspondence, including responding to notices and assisting with payment plans
- Develop scalable processes, tools, and documentation to strengthen and expand Finvisor’s tax service offering
- Stay current on federal and international tax law changes impacting startups and high-growth companies
- 7–10+ years of U.S. tax preparation and planning experience, including work with clients that have international subsidiaries
- Proven knowledge of international reporting and compliance (e.g., GILTI, Subpart F, Forms 5471/1118/2555/8938)
- CPA or EA Required
- Strong track record advising on multi-state compliance, equity comp, and startup-specific tax issues
- Proficiency in tax software (e.g., UltraTax, Lacerte, or similar software)
- Excellent written and verbal communication skills, with ability to simplify complex issues for founders and executives
- Entrepreneurial, self-starter mindset with an interest in building and scaling a tax practice
- Strong organizational skills; able to manage multiple clients and deadlines in a fast-paced environment
Why work at Finvisor?
We have a huge impact. Finvisor is a small company with a big impact. We are positioned as a trusted advisor for our clients, so they come to us for help understanding their financial position and to get guidance on important decisions.
- We love Startups. This isn't your typical accounting job. Every client is different so, every day at Finvisor is a little different. One day you will be working with a startup who is building the next wearable apparel, and the next you might be helping a company with a SaaS based app.
- We care about you. Finvisor works hard to create a positive environment for our employees, and we believe your life outside of work is important too! From an open vacation policy to a simple IRA we contribute to, we provide a culture with perks that support our team.
- We value diversity. Growing and maintaining our inclusive and diverse team matters to us. We are committed to being a company where our employees feel comfortable bringing their authentic selves to work and have the ability to be successful -- every day.
- We are passionate. Finvisor is full of passionate people and we are not one size fits all. Our clients are passionate about what they are building and we are passionate about supporting them.
Finvisor provides equal employment opportunity without regard to an applicant’s race, sex, pregnancy, sexual orientation, gender identity or expression, genetic information, national origin, age, physical or mental disability, medical condition, religion, marital status or veteran status.
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