Tax Manager - Warren, United States - InvestCloud

Description

About the Role

This role develops and implements internal controls for tax needs and executes planning initiatives to reduce short and long-term tax burdens.

What does a great Tax Manager do?

Consistently ensures compliance with tax laws, regulations, and policies, as well as planning and implementing tax strategies to optimize the financial performance of the business. Successfully prepare InvestCloud's quarterly and annual income tax provisions including the preparation of all relevant SEC financial statement disclosures and memos with high level of attention to detail.

How you will provide meaningful contributions:

• Prepare and review effective tax rate, cash tax rate, tax account reconciliations, tax account analysis, and tax reserves, including all computational and reporting aspects of ASC 740.
• Support the preparation and review of tax journal entries as well as cashflow and balance sheet account analyses.
• Assist in identifying, analyzing, and documenting uncertain tax positions.
• Support annual budget and long-range planning as well as provide transaction support (i.e., purchase accounting)
• Act as a liaison and business partner with various external contacts (transfer pricing, planning, audit, R&D and Sec 174 studies, and tax compliance) to ensure that there is timely and thoughtful communication and collaboration on potential tax impacts and tax filings.
• Prepare and review foreign tax provisions submitted by our foreign affiliates.
• Review US compliance forms (federal, state, and international) prepared by outside service provider.
• Manage the R&D and Sec 174 studies and their respective reporting.
• Responsible for hiring, mentoring, developing employees to achieve a high performing team that consistently meets and exceeds targets.
• Prepare quarterly transfer pricing adjustments to reflect the IP structure and business models, and review transfer pricing documentation and reports generated by outsider service provider.
• Assist the Tax Director with researching tax law implications of planning or transactional activities (including acquisitions), audits, transfer pricing, and compliance.
• Collaborate with tax planning, financial planning, accounting, and treasury staff to understand transactions and data that flow into or otherwise impact InvestClouds tax provision and tax returns.
• Other duties as assigned by the Director of Tax, Controller or CFO

Basic Qualifications for Consideration:

• Bachelor's degree in accounting
• Public Accounting experience required.
• International Tax experience required.
• 10+ years of Corporate Tax Experience: Compliance, Planning, Reporting, Provisions, Transfer Pricing etc.
• Strong background in Domestic, SALT, Indirect and Property Taxes.
• Strong working knowledge of tax law and other professional standards/regulations
• Deep ASC 740/FIN 48 experience
• SaaS and/or IPO experience is a plus

Preferred Skills / Experience

• CPA or master's degree in tax very highly preferred

About InvestCloud

InvestCloud is the global technology leader in digital transformations for the financial services industry, supporting over $6 trillion of assets with over 550 direct clients, from wealth managers, institutional investors and asset managers to family offices, asset services companies, financial platforms, and banks. InvestCloud specializes in digital platforms that enable the development of financial solutions, pre-integrated into the cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding suite of modular products, resulting in best-in-class experiences for the financial services industry. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney. InvestCloud is backed by Motive Partners (together with its affiliates) and Clearlake Capital Group, L.P. (together with its affiliates). For more information, visit

The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on the applicant's geographic location. Salary range: $100,000 - $150,000

Invest Cloud is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

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