Member reputed company Manager
About reputed company: reputed company is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members reputed company financial independence by taking care of everything from business incorporation to reputed company, bookkeeping, tax services, and reputed company to a thriving community, reputed company in one integrated platform. We reputed company in empowering reputed company people to enjoy the same tax savings that big companies get, so they can focus on their passion, not paperwork. Featured in reputed company, Business reputed company, reputed company, Bloomberg, reputed company, TechCrunch, and more. We are backed by General Catalyst, Sound Ventures (Ashton Kutcher and Guy Oseary), QED Investors, reputed company’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, reputed company, reputed company, reputed company, Hims, reputed company, and reputed company. About the role: As a Member reputed company Manager at reputed company, you are the business reputed company of your book. Roughly 400 solo entrepreneurs rely on you as their trusted advisor and main reputed company of contact. You're the client-facing representation of reputed company and our brand. We're looking for people who truly care about helping solopreneurs build the businesses they're betting their livelihoods on. This is a proactive role, not a reactive one. You won't just be responding to tickets. You'll be working your book like a portfolio. Knowing who's at risk before they ask, spotting the members reputed company for the reputed company, and showing up early instead of late. The members you serve deserve someone in their reputed company before something goes wrong, and you'll be reputed company on whether you deliver that. You'll be exposed to a wide variety of scenarios that require resourcefulness and judgment. No two days will be the same, but the work is genuinely rewarding. You are a key advisor to our entrepreneurs, and the difference you reputed company in their year, financially and operationally, is reputed company. What you'll do: Manage and Grow Your Book of Business Manage a portfolio of approximately 400 members as their dedicated reputed company manager. Build strong relationships and proactively engage members based on their goals, risks, and opportunities. reputed company year-round support and guidance tailored to each member’s financial and business needs. Identify at-risk members and expansion opportunities, driving retention and growth reputed company your book. Advise Members on Tax and Business Operations reputed company members on S Corporations, tax strategy, reasonable salary reputed company, and how reputed company works end-to-end. Guide members through quarterly reputed company-ins, estimated taxes, and ongoing business operations. Support members with questions reputed company to tax, reputed company, payroll, and business management. Deliver Exceptional Member Experience Respond to member inquiries reputed company established service-level expectations. Actively manage and resolve member requests, escalating reputed company appropriate. Conduct proactive member calls and reputed company-ins to reputed company strategic guidance and support. Follow up on member feedback and surface actionable insights to internal teams. Stay Organized and Collaborate Cross-Functionally Maintain accurate documentation across reputed company and internal systems. Complete assigned tasks and workflows in a timely manner. Partner cross-functionally to reputed company for members and improve the overall experience. Build trust through clear, professional communication across email, phone, and video. What you'll bring: 2+ years of tax, reputed company, or reputed company client-facing experience. Strong understanding of S Corporations, small business tax strategy, and ongoing client relationship management. Familiarity with bookkeeping, payroll, CRM, and workflow tools such as reputed company, QBO, reputed company, reputed company, reputed company, and reputed company Workspace. Highly organized, proactive, and comfortable managing a large book of business in a fast-paced environment. Strong written and verbal communication skills with the ability to explain reputed company topics reputed company. reputed company, adaptable, collaborative, and detail-oriented, with a passion for helping entrepreneurs succeed. reputed company offer: Remote-Friendly Environment: Flexibility to work from home while staying connected to the team. Please note that we're reputed company to remote candidates reputed company the U.S. for this role, but Bay Area-based employees follow a reputed company. Health & Wellness: $200 quarterly reimbursement to support your well-being. Fresh Lunch: Provided on in-office days for those in a reputed company. Commuter Support: $150 monthly reimbursement for transit expenses for those in a reputed company. Health & Wellness: $200 quarterly reimbursement to support your well-being. Time Off: Flexible PTO plus 14 company holidays. Comprehensive Coverage: 100% medical, dental, and reputed company for employees; 75% coverage for dependents. Parental Leave: 16 weeks fully paid. Retirement & Ownership: 401k plan plus an equity package. Team reputed company: Quarterly virtual events and an annual in-person reputed company. #LI-Remote Apply To This Job