Tax Advisory Team Lead


Vancouver, CA
  • Job Type: Full-Time
  • Function: Accounting/Finance
  • Post Date: 02/26/2021
  • Website:
  • Company Address: 545 Robson St, Vancouver, BC, V6B 1A6, CA

About Bench

Bench solves bookkeeping for entrepreneurs. But our larger purpose expands beyond that. We’re here to help entrepreneurs understand what they want to do and where they want to go.

Job Description

What’s Bench? Check us out in Fintech Impact, Perkins + Will, Daily Hive, BC Business, our Instagram, and our Blog.

We acknowledge that Bench headquarters is located on the traditional, ancestral, and unceded territory of the Coast Salish Peoples, including the territories of the xʷməθkwəy̓əm (Musqueam), Skwxwú7mesh (Squamish), and Səl̓ílwətaʔ/Selilwitulh (Tsleil-Waututh) Nations.

We’re a committed and talented group of diverse people working hard to solve a real, universal problem for millions of entrepreneurs: businesses need to understand their financial performance, but for many smaller ones, this means a trade-off between doing their books and running their businesses. Bench solves this dilemma by taking bookkeeping off of their hands. We’ve paired smart humans with incredibly powerful software to develop the fastest, most efficient bookkeeping service in history. This lets us provide monthly and yearly financials at an incredibly accessible price, giving business owners the time, confidence, and knowledge they need to be successful.

Bench is growing fast. Recently, we’ve onboarded our 10,000th client and our 500th employee. We have a clear, funded path to profitability, and a roadmap that we believe will rapidly accelerate the trajectory of our business. We’re looking for the brightest minds who love solving tough problems to join us on this incredible journey, in pursuit of bringing financial mastery to our clients.

What does the BenchTax department look like?

With BenchTax we will ensure our clients can ditch the tax season stress, forever. We’re a startup within a startup; a small but mighty team working cross-functionally within Bench as well as working closely with our tax partner, Taxfyle.

What you’ll be getting up to:

Advisory Team Leadership

You are an experienced team leader, who prioritizes the growth and performance of their team over everything. You inject passion and energy into your team, are an effective coach, and are always looking for new ways to untap the potential of your team.

  • Ensures that the team is performing at the highest level, and are aligned with the objectives of the Bench Tax Team
  • Constantly creates opportunities for the team to develop themselves to reach higher levels of capability (through mentorship, coaching, and other methods)
  • Takes swift and appropriate action to address performance concerns that impact other teammates or our clients
  • Builds the foundation of an excellent team through exceptional hiring and promotion decisions

Service Delivery

You are absolutely obsessed to ensure every client is experiencing the best of Bench.  You are relentless in your pursuit to provide a best in class tax advisory service, and are always looking for ways to improve our ability to do so.  As an experienced Tax Professional, you understand how to best advise clients to have the best possible tax outcomes, and will create a space where each person on your team can do the same. 

  • Lead your team to exceed all service standards or targets of the Tax Advisory Team 
  • Owns and consistently iterates on all tax advisory processes, workflows, and data to maximize team performance
  • Plan and prioritize the activities of your team to ensure optimal efficiency of all team members 
  • Provide support on a wide range of complex tax or urgent client situations that require immediate attention
  • Provides regular learning opportunities within the team through webinars, articles and other training materials to help team members stay up to date with any tax law changes or tax best practices

To be successful in this role, you’ll need to have:

  • Own the tax advisory outcomes of clients: To effectively deliver on Bench’s tax advisory service you need to have the following:
    • +5 years of applicable experience preparing and reviewing tax returns for individuals and all business entity types, either prepared by themselves or members of their team
    • Licensed as an active Certified Public Accountant, Enrolled Agent, or practicing attorney. Licence is current, active and in good standing 
    • Active and up to date PTIN
    • Excellent communication and interpersonal skills.
    • Committed to maintaining annual continuing education requirements (CPEs)
    • Staying up to date with changes in the US Tax Code (and tax laws of other state/local municipalities)
  • Team Leadership: You are an experienced team leader that prioritizes coaching, training, and mentorship to each person on your team. You must have demonstrated the ability to provide ongoing mentorship and training, to a broad range of people with varying experiences, in the space of US tax, through: 
    • +2 years of applicable experience leading a team
    • +2 years of developing and administering various training on tax laws, concepts and processes
  • All About Continuous Improvement: You have demonstrable experience continuously improving processes, workflows, and performance visualizations to enhance client outcomes. At minimum, you are comfortable working in a space where iterative improvements to enhance  our client’s experience is paramount. 

It could be an even better fit if you:

  • Accounting knowledge:  To support the education of your team, our clients, and the Bench Bookkeeping Teams, you have:
    •  +2 years of accounting experience
    • And/or undergraduate degree in accounting

Extra bonus points if you:

  • Strategically Minded: We’re here to build a world class tax advisory and compliance service for micro-small businesses in the US. In order to do so, you must be able to step into the space where you’ll act as a voice for new opportunities to strategically improve our service offerings, whether that’s breadth or depth of the services.

The extra details:

  • This is a full-time permanent remote position because we want to spend lots of time with your wonderful self!
  • This position offers an annual salary, stock options, and a health stipend!
  • Our office has gone fully remote! We’ll set you up with everything you need to work from home, from day one.

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This company does NOT accept candidates from outside recruiting firms. Agency contacts are not welcome.