Senior Accountant, Tax

Overview

A growing technology organization is seeking a Senior Accountant, Tax to join their tax team. This role reports to the Director of Tax and supports tax provision, compliance, and reporting operations. The position plays a key role in maintaining compliance with tax laws, supporting financial reporting, and providing insights to optimize the overall tax position. The role also involves driving process improvements and evaluating AI opportunities to accelerate efficiencies.

This is a remote position open to candidates based in Canada and the United States.

Responsibilities

Tax Reporting

• Prepare quarterly tax provisions using the Estimated Annual Effective Tax Rate (AETR) method, including tax balance sheet reconciliations, uncertain tax position quantifications, financial statement disclosures, and related analyses for all legal entities in compliance with US GAAP.
• Review schedules prepared by the accounting department that serve as inputs to the provision.
• Assist in partnership with external tax consultants to calculate year-end provisions, including permanent and temporary book-to-tax differences.
• Maintain and reconcile tax-related accounts during the accounting close process.
• Prepare tax accounting memos documenting analysis and conclusions for complex transactions.
• Support audit preparation and provide audit support during year-end audits.
• Assist with budgeting and quarterly forecasting of tax estimates, including comparative analyses.
• Proactively identify, research, and recommend tax positions, accounting issues, and risk management strategies.

Tax Compliance

• Prepare, support, and review income tax returns (federal, state, provincial, and local) ensuring timely filing for all legal entities.
• Prepare apportionment data and supporting documentation.
• Calculate estimated tax payments and installments for processing and approval.
• Assist in resolving notices and inquiries from tax authorities.
• Coordinate and manage tax audits conducted by regulatory authorities.
• Monitor changes in tax legislation and assess impacts on tax compliance.
• Manage state and local tax compliance, including sales and use taxes and other regulatory returns.
• Ensure transfer pricing policies and documentation are current and compliant.
• Prepare quarterly Passive Foreign Investment Company (PFIC) calculations.

Tax Strategy and Planning

• Assist with special projects including tax planning, analysis of income tax consequences of non-standard transactions, and cross-functional business initiatives.
• Lead special tax projects and collaborate with business partners on customer tax queries and government tax incentives.
• Assist with tax due diligence and work with external advisors on tax-related items for mergers and acquisitions.

Requirements

• Minimum 5 years of progressive experience in corporate tax provision and compliance (federal and state/provincial) at a public accounting firm and/or corporate tax department.
• CPA designation strongly preferred.
• Strong technical knowledge of US and Canadian income tax laws and regulations (federal, provincial, state, and local).
• Expertise in US GAAP tax accounting rules (ASC 740).
• Experience with Estimated Annual Effective Tax Rate (AETR) provision reporting.
• Exposure to Canadian tax issues preferred.
• Proficiency with tax reporting and compliance technology, including NetSuite and income tax compliance software such as OneSource.
• Advanced Excel skills, including pivot tables, SUMIFS, VLOOKUP, and INDEX formulas.
• Ability to work independently and collaboratively across functions.
• Effective communication skills to explain complex tax issues clearly to internal and external stakeholders.
• Strong project management skills with the ability to manage multiple tasks and deadlines.
• Experience with Canadian SR&ED and US R&D tax credit claims is a plus.
• Willingness to explore and adopt AI tools such as Dust, Notion AI, and ChatGPT; openness to learning new AI technologies is required.

Preferred Qualifications

• Experience working with AI tools to improve tax processes and efficiencies.
• Ability to lead process improvement initiatives within the tax function.

Compensation & Benefits

United States-based candidates

• Annual base salary range: $92,000 USD to $129,000 USD.
• Immediate participation in a comprehensive benefits program including health, dental, 401(k), and others.
• Generous paid time off.
• Equity grant and eligibility for incentive programs.

Canada-based candidates

• Annual base salary range: $82,000 CAD to $115,000 CAD.
• Immediate participation in a benefits program including health, dental, RRSP, and others.
• Generous paid time off.
• Equity grant and eligibility for incentive programs.

Compensation is determined based on fair market value and internal equity, commensurate with experience and skill set.

Location

This is a remote role open to candidates located in Canada and the United States. Occasional travel for in-person meetings, offsites, and industry events may be required.