About the Role:

• Ability to call state departments, analyze federal and state documentation and websites - no experience needed, we train you.
• Assist the Onboarding Accountants to quickly move members through the training flow
• Be a strategic problem solver, using a deep analytical mindset to navigate bureaucratic processes.
• Navigate SalesForce and other software, always asking the question: what is the source-of-truth documentation behind the data I am looking at?

Responsibilities:

• Employer Registrations with States - No Experience Needed, We Teach You!
• Follow documented steps to register LLCs as employers with their state.
• Troubleshoot roadblocks.
• Update documentation.
• Analyze poorly written state websites and develop strategies to solve problems.
• Call state department representatives to solve problems.
• Interface with co-workers before and after you in the flow to improve the process.
• Manage the solution process and communication between members, state representatives, gusto staff, and collective staff.
• Setup Gusto Shell Accounts
• Follow documented steps to set up Gusto shell accounts for clients.
• Troubleshoot roadblocks.
• Update documentation.
• Setup QuickBooks Shell Accounts
• Follow documented steps to set up Gusto shell accounts for clients.
• Troubleshoot roadblocks.
• Update documentation.
• Handle State Correspondence/Notices
• Review state correspondence and notices received via email or reported by clients.
• Report notices to Gusto and work with their support team to resolve the issue.
• File missing tax/wage reports with the state
• Update tax rates/account ids in gusto
• Keep the clients informed of the progress.
• Participate in team activities, meetings, and share best practices.
• Passion for supporting entrepreneurs and the self-employed.
• Effortlessly switch between repetitive tasks and complex analysis.
• Constantly innovate to increase capacity.

What we want you to bring:

• Advanced spoken and written English skills.
• Analytical mindset geared towards self-directed problem solving.
• Methodical, hands-on, results-driven.
• Customer service oriented, attention to detail, ability to manage multiple tasks.
• Write and talk like a seasoned professional.
• Ability to work in a fast-paced environment with minimal supervision.
• Ability to distill complex concepts and educate clients.

Bonus points if you have: (Optional)

• Any experience running payroll of any kind on any platform.
• Basic understanding of payroll and bookkeeping.

What we offer in return:

• A remote first environment
• Unlimited PTO
• A diverse and collaborative team culture
• Competitive base salary
• Stock options
• 14 company holidays
• PC or Mac Laptop + $500 home office budget
• Team events, virtual gatherings.