Jobs at Onshore

The Finance Associate manages client invoicing, referral partner payments, financial reporting data, month-end close support, and audit documentation. The role coordinates with Sales, Operations, and Delivery teams; reconciles CRM, billing, and accounting records; investigates discrepancies; documents processes; and supports analyses and special projects. It requires strong accounting knowledge, attention to detail, spreadsheet proficiency, and the ability to work cross-functionally in a fast-growing, in-office environment.

Identify and qualify prospective business clients through phone, email, LinkedIn, and other outreach channels. Build relationships with business owners and executives, uncover needs, promote Onshore’s tax credit solutions, collaborate with directors on target accounts and partnerships, and maintain accurate CRM records for follow-up and sales tracking.

Own technical strategy and architecture for agent infrastructure, tax computation, data pipelines, evaluation systems, and filing workflows. Design and ship highly available, correctness-critical systems; lead infrastructure investments; make build-versus-buy decisions; create technical roadmaps; advise founders and engineering leadership; and raise engineering quality through designs, code, reviews, and technical direction without direct authority.

Own a major product surface, write and review production code, make long-term architecture and build-versus-buy decisions, and maintain high correctness standards. Collaborate directly with founders on roadmap, improve evaluation systems, and optionally lead a small engineering pod through code reviews, one-on-ones, and technical mentorship. Work involves ambiguous problem definition, end-to-end system ownership, and potentially LLM-powered platforms, cloud infrastructure, compliance-aware design, and internal engineering tools.

Drive full-cycle B2B sales for R&D tax credit and related services: build and qualify pipeline, engage C-suite and tax professionals, manage discovery-to-close, maintain CRM data, collaborate with leadership, and represent the company to win and retain clients.

Provide day-to-day administrative and CRM support to Sales: maintain Salesforce and client databases, manage calendars and meetings, prepare proposals and sales materials, nurture leads via phone/email, generate sales reports and forecasts, and collaborate cross-functionally to improve processes.