Job Description

Formations is a Seattle-based startup reimagining financial management for self-employed professionals. If you’ve ever run your own business or know someone who has, then you know it’s challenging enough without the added pressure of having to become an expert in taxes, accounting, and financial planning.

Instead of being rewarded for taking the entrepreneurial risk of striking out on their own, the independent workforce in the U.S. forgoes almost all the benefits afforded to full-time corporate employees and gets hit with a self-employment tax to boot. That’s where we come in.

Formations is developing the first comprehensive product to automate business incorporation, expense tracking, payroll, and benefit allocations. With our technology and team of financial experts by their side, self-employed professionals will have the playbook and tools needed to focus on growing their business while saving thousands on annual taxes, achieving financial well-being, and securing their futures through better financial decision making.

To better service our small business customers, we are looking for a Senior Accounting Expert to join our Professional Services team. The right candidate will be looking to offer their skills by helping with both internal and external accounting education, creating, managing, and implementing accounting solutions, answering accounting and tax questions, sharing their knowledge and experience with our team and our customers, and providing our small business clients with exceptional care and quality experiences.

At Formations, we are focused on a holistic approach to manage self-employed businesses and convert them from sole proprietorships to S corporations to leverage the tax advantages of that type of entity. We aim to be the solution for tax and accounting for the small businesses who are woefully underserved in these areas.

Responsibilities:

• Preparation and review of individual 1040, 1120S, 1065 tax returns
• Build tax estimates and projections using tax and accounting data
• Review and understand tax documentation and use the information to drive solutions for customers
• Work as part of a cross-functional department, partnering with Customer Success Managers to help drive project completion
• Ability to coordinate and accomplish tasks with remote professionals and team members

Qualifications:

• You have 1+ years of tax experience
• Bachelor’s degree in tax or accounting (or equivalent experience)
• You have excellent communication skills, verbal and written and can easily translate technical concepts into simple terms
• You are a strong team player that can step and provide support wherever needed
• You are skilled with technology and working in a remote environment
• You are able to adapt in a quickly growing and changing company with multiple priorities

Nice to have:

• Tax or accounting certifications (Enrolled Agent/CPA/etc)
• S-Corp knowledge and experience
• You have worked in a start-up environment
• Experience with CCH Axcess tax software

Salary range : $60,000-$80,000

About Formations Corp

Founded in 2019, Formations Corp is a FinTech startup based in Kirkland, WA. We're on a mission to help self-employed individuals maximize their financial and personal well-being.

Self-employed owners start their businesses to focus on their clients and their impact, not to spend half their days pouring over their books and stressing about taxes. Formations wants to give our customers the time and peace of mind to do what they do best – and to help them earn the most for it. This means we do all the back-of-the-house financial work to maximize our customers’ business health and compliance, tax savings, retirement benefits, and peace of mind.

This full-time position offers a competitive base salary and and full benefits package:

• We go above and beyond in our commitment to our staff's health, well-being, and happiness by also offering flexible paid time away from work
• Medical, dental vision
• Generous parental leave
• Life insurance
• 401K plan including employer matching.Plan matches 100% of an employee's contributions up to 4% of their annual base salary, with immediate vesting for matched contributions.
• Equity- Formations offer every EE to be an owner. As such we grant every new hire an equity package our very generous equity plan is vested over standard 4 years
• Formations encourages employees to give back with paid volunteer time of up to 16 hours a year.
• Adopting a flexible-hybrid approach means that there isn't a one-size-fits-all solution but rather a highly adjustable and personal model that can take various shapes and forms
• Positive and collaborative culture
• Opportunity to influence the shape of the company

Formations Corp is an equal opportunity employer.

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