Role Description Wir von pathway solutions haben ein klares Ziel: Die Buchhaltung gemeinsam mit dir zu revolutionieren! Ob Shopify-Startups oder SaaS-Unternehmen – unsere Software automatisiert Buchhaltungsprozesse, damit Unternehmer:innen sich auf das Wesentliche konzentrieren können. Wir setzen uns ambitionierte Ziele, glauben an Wachstum und haben währenddessen enorm viel Spaß als Team! - Du hilfst täglich per E-Mail und Video Call e-Commerce Unternehmer:innen bei buchhaltärischen Problemen. - Sicherstellung einer hohen Kundenzufriedenheit durch klare und freundliche Kommunikation. - Identifikation wiederkehrender Probleme und Verbesserung unserer Lösungen. - Enge Zusammenarbeit mit dem Onboarding Automation Team zur Sicherstellung der Kundenzufriedenheit. Qualifications - Hohe Eigenmotivation und Ergebnisorientiert (SMART Goals). - Erfahrungen in der Nutzung von DATEV (Pflichtvoraussetzung). - Interesse an der Digitalisierung der Buchhaltungsbranche. - Eigenständige, strukturierte und prozessorientierte Arbeitsweise. - Offen für Feedback, digitales Arbeiten und remote first. - Fließend in Deutsch und Englisch. Benefits - Flexibilität: Remote First und familienfreundliche Arbeitszeiten – du bestimmst, wann du arbeitest. - Entwicklung: Coaching-Budget, Mentoring und ein diverses Team. - Urlaub: 30 Tage, damit du dich erholen kannst. - Gehalt: Ein attraktives Vergütungspaket wartet auf dich. - Lernkurve: Übernimm Verantwortung und wachse mit uns. Company Description Unser Ziel! 10.000 Unternehmer:innen und Buchhalter:innen von der manuellen Buchhaltung befreien. pathway ist die Nr. 1 Software für eCommerce (Shopify, Amazon, WooCommerce) und SaaS (Stripe, Chargebee) Unternehmer. Wir automatisieren die Erlös- und Zahlungsbuchhaltung, damit sich Unternehmer auf den Core fokussieren können! - Remote - Diverse - Automation first

• Manage client communications by responding to emails, inquiries, billing questions, and payment confirmations in a professional and timely manner • Prepare, process, and distribute surplus lines tax reports, tax payments, and filing confirmations to clients • Communicate and coordinate regularly with state regulators to ensure compliance with surplus lines requirements and regulations • Delegate and oversee backend processing tasks while supporting operational efficiency and accuracy • Train, mentor, and provide day-to-day guidance to team members on workflows, processes, and best practices • Serve as an escalation point for client and operational issues, including participation in client issue resolution calls • Provide cross-functional support and backup coverage for leadership team members as needed • Effectively manage multiple priorities in a fast-paced environment while collaborating with clients, regulators, accounting teams, and internal departments

• Prepare, review, and file tax returns accurately and on schedule across multiple jurisdictions and filing frequencies • Monitor filing status and operational metrics, proactively identifying risks and driving issues to resolution • Perform reconciliations between tax returns, payments, and remittance records, investigating and resolving discrepancies • Manage filing calendars, deadlines, and dependencies to consistently meet compliance obligations • Execute process and automation improvements in collaboration with the Compliance and Engineering teams • Flag process gaps, errors, and risk areas • Take on a growing share of filing volume as the business scales • Work with the Customer Success team to build a knowledge base and trainings to address customer questions

• Lead Transaction Strategy: Direct the full lifecycle of M&A tax engagements, including buy-side and sell-side tax due diligence, tax structuring, and modeling. • Complex Structuring: Design tax-efficient structures for mergers, acquisitions, carve-outs, and reorganizations (e.g., Section 338(h)(10) elections, F reorganizations, and cross-border planning). • Risk Mitigation: Identify and quantify historical tax exposures and draft contract language (reps and warranties) to mitigate risk for clients. • Post-Transaction Integration: Oversee post-close integration, ensuring tax attribute preservation (Section 382 analysis) and earnings and profits (E&P) studies. • Practice Growth & Business Development: Actively cultivate relationships with Private Equity firms, legal counsel, investment bankers, and C-level executives to source new engagements. • Cross-Selling: Collaborate with Audit and Valuation partners to present a unified, multi-disciplinary service offering to prospective clients. • Thought Leadership: Represent the firm at industry conferences, publish articles on emerging M&A tax trends, and lead internal and external webinars. • Talent Development: Recruit, train, and mentor a team of Managers and Directors, fostering a culture of technical excellence and rapid career progression. • Operational Management: Manage the financial performance of the M&A practice, including billing, realization rates, and resource allocation. • Quality Control: Maintain the highest standards of risk management and compliance with firm policies and professional standards.