The Tax team is responsible for overseeing and managing all tax-related matters for Plaid. This includes ensuring income and indirect compliance with federal, state, local and international tax regulations, managing indirect tax accruals such as sales and use tax, property tax, and other non-income tax matters. This team also handles the preparation and filing of corporate income tax returns, manage the quarterly tax provision process (including FIN18 provisions), and handle estimated tax filings and payments.
As a Senior Indirect Tax Associate, you will focus specifically on Plaid's US and worldwide indirect tax matters. You thrive in a a fast-paced environment and are a proactive problem solver who wants to contribute to the success of the company. You'll be an integral part of a growing, multi-national company with room to learn and grow constantly, supported by the team and leadership every step of the way.
Responsibilities:- Manage U.S. and EU indirect tax compliance to ensure accurate and timely filing of tax returns and payments
- Prepare monthly account reconciliations for sales & use tax and other non-income tax accounts to ensure accuracy
- Assist on indirect tax audits and reviews through data collection and research support.
- Provide indirect tax support, including customer invoice and contract inquiries, exemption certificate reviews, and tax determination in accordance with applicable tax regulations.
- Maintain Plaid's ASC 450 positions and reserves, including the documentation and calculations
- Monitor tax changes and legislative tax updates. Perform research and analysis, and apply tax laws to support technical positions related to the Company's business transactions and clearly communicate and document findings
- Support the tax technology roadmap, including assistance with testing, ensuring our tax engine is configured properly, and developing reporting requirements
- Partner with cross functional teams throughout the company to understand the tax impact of business operations and ensure tax needs are identified, considered and communicated.
- Collaborate on the development of internal controls and tax automation processes to streamline tax return preparation and ensure efficient operations.
Qualifications:- 4+ years of experience in U.S. indirect tax with a strong technical background and detailed understanding of the application of sales tax principles to technology businesses.
- Big 4 public accounting experience
- Demonstrated experience to cultivate cross-functional relationships and communicate complicated tax technical matters to all levels and business functions
- Proven project management and organizational skills with the experience to prioritize multiple competing tasks in a fast paced, high pressure environment
- An ability to balance individual ownership and accountability with collaboration and partnership
- Strong working knowledge of ASC 450
- Exceptional verbal and written communication skills including ability to articulate complex tax topics to non-tax business partners.
- Strong attention to detail, with a commitment to accuracy and compliance
- Strong computer and technology skills, including proficiency in Microsoft Excel, Google suite products.
- Combined Big 4 or law firm and technology industry experience is preferred
- S&U tax software experience (such as Avalara, Fonoa, Anrok, etc.)
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.
