Head of Tax Credits Compliance

About Gusto

At Gusto, we're on a mission to grow the small business economy. We handle the hard stuff—like payroll, health insurance, 401(k)s, and HR—so owners can focus on their craft and customers. With teams in Denver, San Francisco, and New York, we’re proud to support more than 400,000 small businesses across the country, and we’re building a workplace that represents and celebrates the customers we serve. Learn more about our Total Rewards philosophy. 

About the Role:

Are you a tax expert with a passion for technology and innovation? Join our Tax Credits team and help shape the future of tax credit software.  

As the Head of Tax Credits Compliance, you will play a crucial role in ensuring our product remains accurate, compliant, and easy to use. Your expertise will be instrumental in developing new features, supporting clients with their compliance-related requests, and helping our app stay ahead of industry trends. This role requires working across multiple teams to help democratize tax credits for small businesses by streamlining tax credit filings. 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.  We aim to make access to tax credits ubiquitous for SMBs & business advisors, ensuring every business receives the financial support they deserve to fuel growth, innovation and long-term success.

Here’s what you’ll do day-to-day:

• Tax Research: Conduct in-depth research on tax credits, including R&D tax credits, 401K, FICA Tips, WOTC, and other relevant incentives, to identify new opportunities and stay ahead of industry trends. Assist Gusto with bringing new credits to its client base.
• Product Development: Collaborate closely with our engineering and product teams to develop and enhance our tax credit software, ensuring it remains compliant with the latest tax laws and regulations. Help identify ways to educate and assist small businesses with tax credit filings.
• Compliance: Collaborate with our central Legal & Compliance team and Ops teams to ensure our service remains compliant and provide guidance to teams on compliance matters.
• Client Support: Serve as the go-to expert for client escalations related to tax credits, providing timely and accurate responses.

Here’s what we're looking for:

• Experience:  10+ years in tax compliance, preferably with a focus on federal and state tax credits
• Product Development: experience working at a software company and/or in a product-oriented environment, with a demonstrated ability to translate technical tax concepts into innovative product features
• Communication: Excellent communication skills, both written and verbal, to effectively interact with clients, team members, and stakeholders.
• Problem-Solving: A strong problem-solving mindset, with the ability to identify and resolve complex tax issues and find innovative solutions to multi-stakeholder questions.
• Leadership: Strong leadership skills, with the ability to inspire and motivate cross-functional teammates to achieve exceptional results.
• Education:  
  • Bachelor's degree in accounting, finance, or a related field.
  • Master's degree in taxation or a similar field is preferred but not required
• Certifications: 
  
  • Juris Doctor (JD) or Certified Public Accountant (CPA) is required (active or inactive)
  • Chartered Tax Practitioner (CTP) or IRS Enrolled Agent (EA), any additional certifications related to tax credits, such as the R&D Credit Certification, are a plus

Our cash compensation amount for this role is $155,745 to $183,000/yr in Denver, $175,510 to $215,000/yr for San Francisco, Seattle & New York, and $169,360 to $199,000/yr for Los Angeles. 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. This includes non-office days for hybrid employees.

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.

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