The Role

We are building out Pilot’s very first internal team of tax professionals.

Half of Pilot’s bookkeeping customers also buy our tax services. Doing both means that we have the opportunity to provide an exceptionally efficient, streamlined tax experience for our customers, via smart internal management of our tax partner relationships and an expertly crafted customer-facing tax onboarding and filing experience. Today, we partner with trusted tax providers but are excited to begin to offer this experience in-house.

Key Responsibilities

Our Business Tax Preparers will report into our Business Tax Preparation Program Manager, and assist in providing tax services to Pilot’s customers. This includes:

• Delivering high quality tax compliance and information reporting services to our growing customer base
• Working with customers & service providers on deliverables and communications
• Managing and tracking customer requests and inquiries
• Delighting our customers with guidance and support

About You

• Bachelor's degree in Accounting plus the completion of additional course hours necessary to be qualified to sit for the CPA exam, or equivalent work experience
• 1-2 years previous experience as a Staff Accountant in Tax at a public accounting firm, or equivalent work experience, generating income tax returns for businesses
• Experience with ProConnect or Drake software preferred
• Strong communication and organization skills

About Pilot

Pilot launched in 2017 to bring the back office into the modern era. Pilot provides small businesses with dedicated finance experts - which Pilot hires as full-time, U.S.-based employees - who learn the ins-and-outs of their business. Pilot integrates directly with the billing, banking, expense, and payroll systems customers already use. With a special blend of custom software and expert bookkeepers, Pilot delivers accurate, consistent bookkeeping and financial management and tax services that give entrepreneurs the freedom to focus on their business.

Pilot has over 1,000 customers and has raised over $170 million in financing from Sequoia, Index Ventures, Stripe, Bezos Expeditions, and Whale Rock. Our investors also include a long list of world-class entrepreneurs, including Patrick and John Collison, Drew Houston, and Diane Greene. Our most recent funding round doubled our valuation to $1.2 billion – Meet Fintech’s Newest Unicorn.

Why Pilot?

• We invest in our employees’ development and happiness because our employees are the keys to our success and ensuring happy customers
• The opportunity to join a seasoned founding team that has led companies through two prior successful startups and acquisitions (by Oracle and Dropbox).
• Flexible vacation/time-off policy
• All federal holidays are observed
• Competitive benefits package including wellness benefits such as Modern Health, Headscape, One Medical, Aaptiv and Rightway
• Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
• 401(k) plan

Pilot commits to provide a work environment free of discrimination and harassment, as well as equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. You may view all of Pilot’s recruiting notices here, including our EEO policy, recruitment agency policy, recruitment scam notice, and important E-Verify information.