Senior Indirect Tax Associate
WFA Digital Insight
With the global economy increasingly digital, demand for specialized tax professionals has skyrocketed. In the US alone, indirect tax compliance requires meticulous attention to detail, making professionals with these skills highly sought after. As the financial sector continues to evolve, companies like Plaid are at the forefront, needing experts to navigate complex tax landscapes. Plaid's commitment to innovation and customer-centric approach makes this role particularly compelling. Before applying, candidates should be aware of the fast-paced environment and the need for strong technical skills, including proficiency in Excel.
Job Description
About the Role
The Senior Indirect Tax Associate position is a critical component of Plaid's Tax team, focusing on US and worldwide indirect tax matters. This role involves managing indirect tax compliance, ensuring accurate and timely filing of tax returns and payments, and providing indirect tax support across various departments. The ideal candidate will thrive in a fast-paced environment, possessing strong problem-solving skills and a proactive approach.As part of a growing, multi-national company, the Senior Indirect Tax Associate will have the opportunity to learn and grow with the team, supported by leadership every step of the way. The role entails working closely with cross-functional teams to understand the tax impact of business operations, ensuring tax needs are identified, considered, and communicated effectively.
What You Will Do
- 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, performing research and analysis, and applying tax laws to support technical positions related to the Company’s business transactions
- 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
What We Are Looking For
- 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 cultivating cross-functional relationships and communicating 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
- Ability to balance individual ownership and accountability with collaboration and partnership
- Strong working knowledge of ASC 450
- Exceptional verbal and written communication skills, including the 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
Nice to Have
- Experience with tax technology and automation processes
- Knowledge of international tax regulations and principles
- Certification in a related field, such as CPA or Enrolled Agent
Benefits and Perks
- Opportunity to work with a fast-growing, innovative company
- Collaborative and dynamic work environment
- Professional development opportunities
- Access to the latest technology and tools
- Flexible working hours and remote work options
- Competitive compensation package
- Comprehensive health insurance
- Generous paid time off policy
- Retirement savings plan
How to Stand Out
- Ensure your resume and cover letter highlight your experience with indirect tax compliance and technical skills, such as proficiency in Excel.
- Develop a strong understanding of US and international tax regulations to stand out in the application process.
- Prepare examples of how you've applied tax laws to support technical positions in previous roles.
- Familiarize yourself with Plaid's products and services to demonstrate your interest in the company and role.
- Be ready to discuss your experience with cross-functional teams and how you communicate complex tax topics to non-tax professionals.
- Showcase your problem-solving skills and proactive approach to managing indirect tax compliance.
- Review your knowledge of ASC 450 and be prepared to discuss its application in a business context.
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