Investigations SME

Opportunity for Impact

This role does require the successful completion of an IRS Background Check. Due to the nature of this position, federal law only permits US citizens or permanent residents of over 3 years to be considered for this position.

As a SME - Investigations, you’ll be a member of Taxbit’s Public Sector Subject Matter Expert (SME) team. 

Your role will include: 

• Understanding nuances of digital asset taxation and ability to work with new and ongoing regulations in the digital asset space
• Data review, interpretation, and analysis
• Assembling disparate data to develop unified financial histories for tax or financial investigations that using Taxbit software tools
• Tracking client projects, assessing client data, and delivering on client deadlines
• Working closely with software engineers and product managers to establish technical requirements and compliance for software tools
• Working closely with public sector clients as they implement Taxbit software tools and help develop requirements for further improvements and features

The ideal candidate for this role is someone who can work with complex transactional data, manage projects from beginning to end, quickly learn new objectives, understand tax technical documentation and problem solve. Most importantly, you possess a do-whatever-it-takes mentality to ensure our clients have the best possible experience.

Growth Opportunities

The Public Sector team has seen incredible growth in recent months and are situated to further expand into new markets and use cases. This role has the ability to grow in responsibilities and opportunities as we build out and expand our product offerings in this space. You will be part of implementing products that will help enable digital asset investigations and compliance review within various regulatory frameworks and be on the cutting edge of regulatory applications.

Role and Responsibilities

• Leverage subject matter expertise in complex digital assets tax and accounting topics to better support Taxbit customers
• Timely and accurate completion of public sector client deliverables
• Working as part of a team to develop and maintain client relationships and disseminating subject matter expertise through written and verbal communications
• Drive analysis on complex data sets received from clients
• Work with Taxbit Engineering and Product teams to ensure accuracy of data integration and completeness of client data and deliverables
• Evaluate the current needs within partner processes and work cross-functionally to determine how to best meet customer needs
• Develop a deep understanding of our customers and their business, processes, and products through proactive communication and in depth discovery

 Professional Qualifications and Personal Characteristics

• 4-year degree in Accounting; Masters preferred 
• 5+ years experience in tax accounting
• 5+ years experience with investigative work
• Proficient with Excel, MS suite of software, and Google suite
• Strong and effective verbal and written communication skills
• Exceptional organizational and management skills; ability to juggle multiple projects and disparate information
• Critical thinker with strong analytical and problem-solving skills
• High attention to detail and thoroughness in approach
• Team player who is eager to roll up their sleeves and contribute from day 1; brings a great attitude, work-ethic, and eagerness to learn and develop
• Bonus skills include:
• Experience with analytical tools such as Alteryx, SQL Tableau, Power BI
• Coding experience in any language VBA, SQL, Python, etc.
• Self-starter, ready to identify and perform job functions with minimal supervision
• Strong desire to learn and keep up with emerging issues, news, and best practices within the tax, accounting, digital asset, and finance industries

Compensation

The base salary range for this role is $90,000 - $140,000. Certain roles may be eligible for incentive compensation, equity, and benefits. Actual compensation will vary depending on various job-related factors, including, but not limited to location, experience, level, and job qualifications.

Benefits & Perks

• Competitive cash compensation (based on experience)
• Equity (RSUs)
• Competitive benefits package
• A modern 401(k) plan that includes access to crypto, financial wellness benefits, low fees and more 
• Hybrid working model: 3 days in-office, 2 days WFH/flexible
• Monday team lunches, snacks and drinks 
• Discretionary Time Off - enjoy the flexibility to rest, refuel, and recharge 
• Paid parental leave to bond with your child 
• Fertility Benefit 
• Autonomous work and flexibility in how work is performed