Reports To CEO
Fixed-term through U.S. tax season (February–May 2026), renewable or convertible based on post-season review
Primary Purpose (Rationale)
To serve as the central execution owner for all U.S. tax season compliance activities across clients, ensuring timely, accurate, and audit-ready filings while shielding founders from operational noise.
Key Performance Indicators (KPIs)
- 100% on-time filing rate for all client entities
- Zero material compliance errors escalated post-review
- Weekly execution status reports delivered by Friday EOD
- 100% completeness of entity compliance folders prior to CPA handoff
- All KYC/beneficial ownership documentation verified within 48 hours of intake
Core Responsibilities (What)
- Own end-to-end coordination of U.S. federal and state tax filings for all clients
- Maintain and update master compliance trackers and filing dashboards
- Supervise and coordinate tax contractors, reviewers, and admin staff
- Review all deliverables for completeness, consistency, and basic accuracy before escalation
- Escalate only material regulatory risks or systemic issues to CEO
- Manage client KYC/B, beneficial ownership verification, and jurisdictional documentation
- Prepare structured data rooms for CPAs and investor due diligence
- Maintain real-time compliance calendars and deadline alerts
Exclusions (Explicit Boundaries)
- No authority to provide tax advice or interpret tax law
- No pricing discretion or client contract negotiation rights
- No ability to make binding commitments to clients or third parties
Critical Traits (Who)
- Highly organized, detail-oriented, and deadline-driven
- Proven experience managing multi-client tax workflows
- Strong communication skills with contractors and internal teams
- Comfortable operating in a high-tempo, founder-led environment
- Familiarity with U.S. entity structures (C-corps, LLCs, S-corps) and filing requirements
About the Role
Slice Finance is seeking a meticulous and execution-focused Compliance & Tax Operations Lead to serve as the nerve center of our U.S. tax season operations. This temporary but mission-critical role ensures that all client tax filings are completed accurately, on time, and in full compliance with federal and state requirements—freeing the founders to focus on strategic priorities. The ideal candidate thrives in structured chaos, excels at cross-functional coordination, and treats deadlines as non-negotiable.
Key Responsibilities
- Serve as the single point of accountability for the end-to-end U.S. tax filing process across all client entities.
- Build, maintain, and update centralized compliance trackers that reflect filing status, deadlines, dependencies, and ownership.
- Coordinate a distributed team of tax preparers, quality reviewers, and administrative support staff to ensure seamless workflow execution.
- Conduct first-line quality reviews of all tax outputs to verify completeness, data consistency, and adherence to templates—escalating only material issues to founders.
- Collect, validate, and archive KYC documentation and beneficial ownership information in accordance with internal policies and regulatory expectations.
- Curate and maintain digital entity compliance folders, ensuring they are audit-ready and investor-ready always.
- Prepare structured data rooms for external CPAs and potential investors, including historical filings, EIN letters, and state qualification documents.
- Monitor compliance calendars daily and initiate proactive follow-ups with internal teams and contractors to prevent slippage.
- Deliver concise weekly execution reports every Friday summarizing progress, blockers, risks, and upcoming critical path items.
Required Qualifications
- Minimum 3 years of experience in tax operations, compliance coordination, or public accounting support roles.
- Demonstrated ability to manage concurrent deadlines across multiple clients or entities.
- Proficiency with compliance tracking tools (e.g., Airtable, Notion, Smartsheet) and cloud-based document management.
- Strong understanding of U.S. federal and state tax filing requirements for startups (Form 1120, 1120-S, 1065, state franchise taxes, etc.).
- Excellent written and verbal communication skills; able to give clear direction to contractors and escalate issues judiciously.
Exclusions
This role does not include:
- Providing tax advice or legal interpretation.
- Setting pricing or negotiating terms with clients.
- Making unilateral commitments on behalf of Slice Finance.
Contract Terms
- Duration: February – May 30, 2026 (with possibility of extension or conversion based on performance and business needs).
- Compensation: Competitive hourly or fixed-fee rate based on experience.
Interested and qualified candidates should apply using the Apply Now button below.