[Hiring] Seasonal Business Solutions Advisor @Collective

Role Description

As a member of the Business Solutions team, you will play a key role in the onboarding process and ongoing account maintenance for our Collective members. Your responsibilities will include:

• Establishing the foundation for members’ new businesses.
• Ensuring accurate filing of documents with both state and federal agencies.
• Verifying compliance for members with existing entities.
• Navigating various state department websites and analyzing essential documentation.
• Facilitating smooth transitions for members upon their departure from Collective.
• Communicating effectively with both internal departments and external members to address inquiries, resolve concerns, and provide clarity on any arising issues.
• Navigating software applications such as Salesforce, Slack, Google Suite, Collective Internal Platform, Confluence, Zoom, and Adobe.

Please note: This is a 12 month seasonal contract.

Qualifications

• 1+ years of experience processing Secretary of State filings, corporate governance/compliance documents, or IRS registrations.
• Knowledge of corporate lifecycle events, including initial formations, foreign qualifications, reinstatements, and dissolutions.
• Familiarity with federal business requirement processes, such as obtaining IRS Employer Identification Numbers (EINs via Form SS-4).
• Experience navigating varying state online portals and understanding state-by-state filing fees, processing timelines, and statutory requirements.
• Comfortable leveraging AI tools and automation to streamline daily workflows and research complex state filing guidelines efficiently and accurately.
• Proven ability to diagnose and resolve filing rejection notices, name availability conflicts, or administrative holds directly with state agency clerks.
• Resourcefulness and comfort with change and ambiguity in a fast-paced environment, balancing multiple tasks/priorities.
• Collaborative mindset with the ability to work effectively within a team environment.

Requirements

• Provide guidance and support to our members and internal teams, ensuring their entities are in compliance with the State and the IRS business formation regulations.
• Serve as a resource for questions related to S-corp and LLC formation & maintenance.
• Diagnose and resolve filing rejection notices, name availability conflicts, and administrative holds.
• Triage and resolve IRS and state-specific procedural issues.
• Assist with updating members’ personal and LLC information, and processing offboarding requests.
• Collaborate with cross-functional teams to streamline onboarding processes and ensure compliance with legal and regulatory requirements.

Company Description

Collective is on a mission to redefine the way businesses-of-one work. Our technology and team of trusted advisors help members achieve financial independence by taking care of everything from business incorporation to accounting, bookkeeping, tax services, and access to a thriving community, all in one integrated platform.

• Featured in Forbes, Business Insider, Yahoo, Bloomberg, Financial Times, TechCrunch, and more.
• Backed by General Catalyst, Sound Ventures, QED Investors, Google’s Gradient Ventures, Expa, and other investors who have financed iconic companies like YouTube, Substack, Twitch, Box, Hims, Instacart, and Lyft.