Overview
A global enterprise AI SaaS organization is seeking a Senior Tax Specialist to join a lean, collaborative five-person tax department. This role offers exposure to federal, state, and international tax matters and involves working closely with colleagues across multiple global locations. The position includes opportunities to influence tax strategy, drive process improvements, and participate in modernization and automation initiatives. An active CPA license is required.
Responsibilities
Tax Compliance & Return Preparation
- Assist tax compliance service providers with preparation and filing of federal and state income tax returns, extensions, and payments with minimal supervision
- Manage international tax components including Forms 5471 and 8858, Section 987, and GILTI calculations
- Analyze and aggregate data to compile the annual tax provision under ASC 740, including assessment of uncertain tax positions and tax contingencies under ASC 450
- Monitor and ensure compliance with all federal, state, and local tax obligations
- Resolve and respond to federal and state tax notices as received
Tax Planning & Analysis
- Analyze financial data to identify tax savings opportunities and efficiency improvements
- Provide strategic recommendations to minimize tax liabilities and optimize the organization's tax position
- Assist in preparation of annual tax forecasts and budgets
- Conduct research on complex tax issues and interpret evolving tax laws and regulations
- Stay current on industry trends and best practices in tax planning and compliance
Collaboration & Stakeholder Management
- Partner closely with the VP of Global Tax and cross-functional teams including accounting, legal, and senior management
- Collaborate with international team members based in Ireland, Portugal, and India
- Interface with external auditors and tax authorities, providing documentation and addressing inquiries
- Gather financial information from various departments to support tax filings and analysis
Documentation & Process Improvement
- Maintain organized, comprehensive records of all tax-related documentation
- Create and maintain process memos for all tax functions
- Develop and implement internal controls to ensure accurate and compliant tax reporting
- Participate in automation initiatives to modernize and streamline tax processes
Risk Management
- Assess and mitigate tax-related risks across multiple jurisdictions
- Support efficient resolution of federal and state tax audits
- Ensure accurate reporting and proactively identify potential compliance issues
Requirements
- 5+ years of progressive tax experience with demonstrated ownership of complex projects
- Active CPA license
- Bachelor's or master's degree in finance, accounting, or related field
- Proven experience preparing and filing federal and state income tax returns, extensions, and payments
- Strong working knowledge of ASC 740 (income tax provision) and ASC 450 (non-income tax provision)
- Hands-on experience with international tax components: Forms 5471 and 8858, Section 987, and GILTI
- Comprehensive understanding of federal, state, and local tax laws and regulations
- Excellent analytical, problem-solving, and research skills
- Strong organizational abilities with proven capacity to manage multiple projects independently
- Outstanding communication and collaboration skills with an extroverted, team-oriented personality
- Comfort working in a fully remote environment with distributed teams
- Attention to detail and ability to meet tight deadlines
Preferred Qualifications
- Experience at a public accounting firm (e.g., Big 4 or National firms)
- Previous experience within a corporate finance department
- State and local tax (SALT) experience including sales/use tax, property tax, business licenses, and registered agent fees
- Research & Development (R&D) tax credit experience
- NetSuite expertise
- Experience with or interest in tax automation and process improvement initiatives
- Broad tax background across multiple specialty areas
- Entrepreneurial self-starter who thrives on ownership and autonomy
- Collaborative, outgoing personality suited to remote work with proactive communication and relationship building across time zones
- Generalist mindset with specialist skills
- Technology-forward and improvement-oriented
- Ability to identify opportunities to automate manual processes and challenge the status quo
Compensation & Benefits
Details regarding compensation and benefits were not provided.
Location
This is a fully remote position with collaboration across global teams located in Ireland, Portugal, and India. Candidates must be comfortable working in a distributed, remote environment.