Overview:

Club Capital LLC is a rapidly growing startup CPA and bookkeeping firm specialized in the insurance industry with clients across the country. We provide a cloud-based financial infrastructure to our clients including payroll, bookkeeping, industry analytics, and tax services. Operating through the cloud for our clients, Club Capital staff work primarily remotely with our HQ in Bethesda, MD location. Staff are connected by the latest of IT and communications technologies (Hubspot, Slack, and Google Suite).

Our excitement is fueled by empowering our customers to achieve their full potential as small business owners and entrepreneurs. Our clients are pillars of their communities and serve a large part of the small business ecosystem that we strive to to make stronger every day..

We believe you should work alongside people who inspire you, challenge you, and push you to be the best version of yourself. It’s about having the freedom to approach, own, and solve problems creatively.

Our mission is strong and our growth shows that we are making a difference in entrepreneurs' lives across the country. We are a close knit team of smart, friendly, people looking to dominate our niche industry and become the best advisors in the country for our customers. For further insight into the nature of the company go to www.club.capital.

Club Capital Tax Division

The Tax Division is responsible for the tax planning, tax compliance services, Entity Formation, and preparation and filing of individual and company tax returns exclusively for Club Capital Clients.

We ensure our clients can ditch the tax season stress, forever. Tax planning and strategy should be done throughout the year to plan proactively instead of always looking retroactively. We’re a startup within a startup; a small but mighty team working cross-functionally within Club Capital.

Overview of Position:

As an Entity Formation Coordinator at Club Capital you will be responsible these 10 main responsibilities:

Client Liaison:

Serve as the main point of contact between clients and CorpNet.

Establish and maintain positive relationships with clients to ensure satisfaction.

Coordination with CorpNet:

Collaborate with CorpNet to communicate client requirements and preferences.

Facilitate smooth communication and information exchange between clients and CorpNet.

Documentation Management:

Assist clients in preparing and organizing required documentation for entity formation.

Ensure all necessary forms and paperwork are accurately completed and submitted.

Timely Follow-up:

Maintain a proactive approach in following up with clients on the status of their entity formation.

Communicate any updates or changes to clients in a timely manner.

Training and Support:

Provide training and support to clients on post-formation responsibilities and compliance.

Offer ongoing assistance for any queries or challenges clients may face after entity formation.

Issue Resolution:

Address and resolve any concerns or issues raised by clients during the entity formation process.

Act as a mediator between clients and CorpNet to find effective solutions.

Continuous Improvement:

Collect feedback from clients regarding their experience with the entity formation process.

Identify areas for improvement and suggest enhancements to streamline operations.

Needs Assessment:

Conduct thorough consultations with clients to understand their business entity needs.

Analyze and evaluate client information to determine the appropriate entity structure.

Educational Guidance:

Provide clear and concise information to clients regarding different business entity options.

Educate clients on the implications and advantages of each entity type.

Record Keeping:

Maintain organized and detailed records of client interactions and entity formation processes.

Ensure confidentiality and security of client information.

This position requires the ability to work in a team, have attention to detail, and be driven by tasks and results. A successful candidate will be a great communicator with clients and colleagues, a self-starter, and someone who can work at a fast pace during the busy season and deliver consistent quality work.

Requirements:

Proficient knowledge of Business Entities and tax implications

Knowledge of MS Office

Good at meeting deadlines and solving problems

Exceptional client service along with the ability to develop excellent client relationships

Strong leadership and personnel management skills

Strong analytical skills with detail orientation

Preferred: BS in Accounting

Additional Information:

Salary: Competitive. Individuals are compensated commensurate with experience and productivity. All positions have both a fixed salary and a variable performance bonus tied to timely filing of client portfolio.

Benefits: Unlimited PTO (busy season restrictions), generous 401 (k) contribution, company-sponsored health insurance, wellness stipend, monthly virtual happy hours, and life, LTD, and STD insurances.

Club Capital LLC is an equal opportunity employer.

This is a remote position.