Entity Creation Specialist for a U.S. Boutique Tax Adivsory Firm

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Role Overview

Our client is a U.S.-based boutique tax advisory firm specializing in helping high-net-worth individuals and business owners legally reduce their tax liabilities. 

We are seeking a highly organized and detail-oriented Entity Creation Specialist to support the setup and maintenance of legal entities across various jurisdictions. This role is ideal for someone who understands legal and compliance processes, has experience completing official documentation and forms, and can communicate effectively with vendors, state agencies, and internal stakeholders.

As an Entity Creation Specialist, you will play a critical role in supporting our legal and finance functions by managing documentation, tracking progress on entity formation tasks, and ensuring regulatory compliance.

Your responsibilities:

• Support the end-to-end process of legal entity formation, including preparing and submitting documents to state and government agencies.
• Complete and manage bureaucratic forms, licenses, registrations, and renewals.
• Liaise with vendors, government bodies, tax advisors, and internal teams to ensure timely and accurate filings.
• Conduct research on local legal/tax requirements for entity creation in various jurisdictions.
• Track and manage multiple concurrent entity formation projects and maintain up-to-date status reports.
• Maintain a well-organized digital filing system and ensure data consistency across platforms.
• Proactively identify and resolve potential blockers or delays.
  

• University degree in Law, Business Administration, Finance, or related field.
• Experience in legal documentation, compliance processes, or entity setup work.
• Strong written and verbal English communication skills.
• Highly organized, able to manage multiple deadlines and priorities.
• Self-starter with strong attention to detail and the ability to work independently.
• Comfortable with technology and remote work tools (e.g., Google Workspace, Zoom, CRMs, document portals).
  

Nice to have:

• Previous experience in legal, compliance, corporate services, or finance roles.
• Familiarity with U.S. state agency processes for business registration, EIN applications, etc.
• Experience with international entity management is a plus.
• Background in administrative or legal research projects.