Gusto
Senior Tax Credits Specialist Denver, CO;San Francisco, CA;Los Angeles, CA;Seatt
Gusto, San Francisco, California, United States, 94199
About Gusto
Gusto is a modern, online people platform that helps small businesses take care of their teams. On top of full-service payroll, Gusto offers health insurance, 401(k)s, expert HR, and team management tools. Today, Gusto offices in Denver, San Francisco, and New York serve more than 300,000 businesses nationwide.
Our mission is to create a world where work empowers a better life, and it starts right here at Gusto. That’s why we’re committed to building a collaborative and inclusive workplace, both physically and virtually. Learn more about our Total Rewards philosophy .
About the Role:
Are you a tax credit expert with a passion for helping small businesses? Join our Tax Credits team and shape the future of tax credit software.
Your talents will be instrumental in delivering an exceptional customer experience for small businesses uncovering lucrative tax credits. You’ll work directly with taxpayers, develop processes that enable our customers and teams, and use your knowledge of credits & customer interactions to inform technology developments. This is an exciting opportunity to join a dynamic team and make a real impact on small businesses all across America.
About the Team:
The Tax Credits team is on a mission to democratize tax credits and grants. We aim to make access to tax credits and grants ubiquitous for SMBs & business advisors, ensuring every business receives the financial support they deserve to fuel growth, innovation and long-term success.
The Tax Credits Operations team is a collaborative team who are passionate about tax credits. As a member of the Customer Operations team at this stage in our journey, you will be a customer advocate and educator, simplifying a small business’s experiences with tax credits. As a tax credits operator and expert, you’ll have the opportunity to work directly on components of each customer’s credit and use your experience to shape the direction of our product, process, and tools.
Here’s what you’ll do day-to-day:
Serve:
Proactively & reactively resolve complex customer inquiries related to tax credits (e.g. R&D)
Take ownership of customer outcomes, ensuring small businesses get great value out of the tax credits products that Gusto offers
Educate :
Educate yourself and others on tax credits, including R&D tax credits, 401K, WOTC, and other relevant incentives
Operate:
Roll up your sleeves and complete or quality control behind-the-scenes tasks (e.g. data review, calculations, uploads) that result in high quality credit forms and documents
Develop:
Create and inform solutions alongside the Tax Credits technical (EPDD) and service (CSM, CX) teams
Continuously improve and iterate on processes and approach
Work with team members to find creative customer solutions that are compliant and sustainable
Partner across teams to inform and build tax credits product, process, and tools
Here’s what we're looking for:
Experience . You have 5+ years of relevant work experience in investment banking, consulting, and/or business operations. Operational enterprise SaaS experience required. You have a degree in a quantitative field (e.g. Finance, Business, Engineering, Mathematics, etc.).
Technical skills . You’re an excel/sheets pro with the superpower to develop insightful models and quantitative analysis, paired with strong critical thinking and sound business judgment. You can deep dive into large data sets with SQL. Experience driving business processes in enterprise tools like Asana and Pigment. You are comfortable with data and analysis in Tableau, or other BI tools.
Precision.
You have sharp attention to detail with a natural feel for numbers and data, and have a high degree of accuracy in a fast-paced, results-oriented environment. You are able to tend to the blades of grass, while not losing sight of the broader landscape. Discipline & Attitude.
You have impressive time management skills and ability to juggle multiple projects/tasks with multiple stakeholders while hitting deadlines on time sensitive projects. You are proactive and have a positive attitude with a can-do, service-oriented mentality. Our cash compensation amount for this role is $86,000/yr to $103,000/yr in Denver & most major metro locations, and $106,000/yr to $125,000/yr for San Francisco & New York. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above. Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately
2-3 days
per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Preferred Name * Zip Code / Postal Code (Non-U.S. based candidates, please enter "00000") * LinkedIn Profile How did you hear about this opportunity? (select all that apply) * LinkedIn Indeed Facebook News Article Conference or Meetup Are you legally authorized to work in the country where you are applying? * Select... Will you now or in the future require visa sponsorship for employment? * Select... If you’ll require this employer to commence, i.e., “sponsor,” an immigration or work permit case in order to employ you, either now or at some point in the future, then you should answer yes. An example of an immigration or work permit case that may require sponsorship now or in the future would be an H-1B or other employment-based work permit sponsorship. Voluntary Self-Identification
Our customers come from all walks of life and so do we. We hire people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it helps us to build better products, better serve our customers, and makes our company stronger. In addition to the information required to consider your application, below is a set of demographic questions that help us identify areas for improvement in our process and further support the development and execution of our diversity efforts and programs as well as to create a more inclusive environment for all employees. Your responses to these questions will be recorded and maintained in a confidential file. Your responses, or your wish not to answer, will not be associated with your specific application, will not be shared with hiring managers, and will not in any way be used in making any employment decisions, including hiring decisions. Please use this as a reference while completing the disability self-identification: You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition. Disabilities include, but are not limited to: Blindness Deafness Cancer Diabetes Epilepsy Autism Cerebral palsy HIV/AIDS Bipolar disorder Multiple sclerosis (MS) Missing limbs or partially missing limbs Post-traumatic stress disorder (PTSD) Impairments requiring the use of a wheelchair How would you describe your gender identity (please select one)? * Select... I identify as transgender (please select one): * Select... I identify my sexual orientation as (please select one): * Select... I identify my race/ethnicity as (mark all that apply): * Select... Veteran Status (please select one): * Select... I have a disability (please select one): * Select... I identify as a first-generation professional (please select one): * Select...
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You have sharp attention to detail with a natural feel for numbers and data, and have a high degree of accuracy in a fast-paced, results-oriented environment. You are able to tend to the blades of grass, while not losing sight of the broader landscape. Discipline & Attitude.
You have impressive time management skills and ability to juggle multiple projects/tasks with multiple stakeholders while hitting deadlines on time sensitive projects. You are proactive and have a positive attitude with a can-do, service-oriented mentality. Our cash compensation amount for this role is $86,000/yr to $103,000/yr in Denver & most major metro locations, and $106,000/yr to $125,000/yr for San Francisco & New York. Final offer amounts are determined by multiple factors including candidate location, experience and expertise and may vary from the amounts listed above. Gusto has physical office spaces in Denver, San Francisco, and New York City. Employees who are based in those locations will be expected to work from the office on designated days approximately
2-3 days
per week (or more depending on role). The same office expectations apply to all Symmetry roles, Gusto's subsidiary, whose physical office is in Scottsdale. Note: The San Francisco office expectations encompass both the San Francisco and San Jose metro areas. When approved to work from a location other than a Gusto office, a secure, reliable, and consistent internet connection is required. Our customers come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. If you share our values and our enthusiasm for small businesses, you will find a home at Gusto. Gusto is proud to be an equal opportunity employer. We do not discriminate in hiring or any employment decision based on race, color, religion, national origin, age, sex (including pregnancy, childbirth, or related medical conditions), marital status, ancestry, physical or mental disability, genetic information, veteran status, gender identity or expression, sexual orientation, or other applicable legally protected characteristic. Gusto considers qualified applicants with criminal histories, consistent with applicable federal, state and local law. Gusto is also committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. We want to see our candidates perform to the best of their ability. If you require a medical or religious accommodation at any time throughout your candidate journey, please fill out this form and a member of our team will get in touch with you. Accepted file types: pdf, doc, docx, txt, rtf Enter manually Accepted file types: pdf, doc, docx, txt, rtf Preferred Name * Zip Code / Postal Code (Non-U.S. based candidates, please enter "00000") * LinkedIn Profile How did you hear about this opportunity? (select all that apply) * LinkedIn Indeed Facebook News Article Conference or Meetup Are you legally authorized to work in the country where you are applying? * Select... Will you now or in the future require visa sponsorship for employment? * Select... If you’ll require this employer to commence, i.e., “sponsor,” an immigration or work permit case in order to employ you, either now or at some point in the future, then you should answer yes. An example of an immigration or work permit case that may require sponsorship now or in the future would be an H-1B or other employment-based work permit sponsorship. Voluntary Self-Identification
Our customers come from all walks of life and so do we. We hire people from a wide variety of backgrounds, not just because it’s the right thing to do, but because it helps us to build better products, better serve our customers, and makes our company stronger. In addition to the information required to consider your application, below is a set of demographic questions that help us identify areas for improvement in our process and further support the development and execution of our diversity efforts and programs as well as to create a more inclusive environment for all employees. Your responses to these questions will be recorded and maintained in a confidential file. Your responses, or your wish not to answer, will not be associated with your specific application, will not be shared with hiring managers, and will not in any way be used in making any employment decisions, including hiring decisions. Please use this as a reference while completing the disability self-identification: You are considered to have a disability if you have a physical or mental impairment or medical condition that substantially limits a major life activity, or if you have a history or record of such an impairment or medical condition. Disabilities include, but are not limited to: Blindness Deafness Cancer Diabetes Epilepsy Autism Cerebral palsy HIV/AIDS Bipolar disorder Multiple sclerosis (MS) Missing limbs or partially missing limbs Post-traumatic stress disorder (PTSD) Impairments requiring the use of a wheelchair How would you describe your gender identity (please select one)? * Select... I identify as transgender (please select one): * Select... I identify my sexual orientation as (please select one): * Select... I identify my race/ethnicity as (mark all that apply): * Select... Veteran Status (please select one): * Select... I have a disability (please select one): * Select... I identify as a first-generation professional (please select one): * Select...
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