Tax and Compliance Manager

What You'll Do:

Tax Compliance & Reporting

• Manage indirect tax compliance across city, county, state, federal, and international jurisdictions, including payroll tax, sales and use tax, VAT, GST, property tax, franchise tax, and annual business license filings.
• Ensure timely and accurate completion of all monthly, quarterly, and annual tax filings and reporting requirements.
• Assist with the preparation and review of corporate income tax returns across multiple jurisdictions, as needed.
• Monitor tax compliance obligations and proactively address emerging requirements.

Transfer Pricing

• Oversee transfer pricing arrangements and ensure compliance with applicable domestic and international regulations governing intercompany transactions.
• Partner with external advisors to prepare, maintain, and update transfer pricing documentation in accordance with arm's-length standards.
• Review transfer pricing structures and support compliance with evolving regulatory requirements.

Tax Planning & Strategy

• Monitor changes in indirect tax legislation, regulations, rulings, and case law, communicating potential business impacts to key stakeholders.
• Identify opportunities to optimize the firm's global tax position while maintaining full regulatory compliance.
• Collaborate with Finance and Operations leadership to assess the tax implications of business initiatives, transactions, organizational changes, and geographic expansion efforts.
• Provide guidance and recommendations on indirect tax matters impacting the business.

Entity Management & Compliance

• Oversee relationships with registered agent service providers for domestic and international legal entities.
• Research complex indirect tax issues, develop taxability guidance for products and services, and review contractual tax provisions.
• Maintain accurate records of the firm's corporate entity structure, including subsidiaries and international branch operations.
• Ensure entity-level compliance requirements are tracked and completed in a timely manner.

Cross-Functional Partnership

• Partner with Accounting, Finance, IT, Procurement, Payroll, and Sales Operations teams to address tax-related reporting requirements and operational impacts.
• Support the implementation of new business initiatives, system integrations, and process improvements from a tax compliance perspective.
• Serve as a trusted advisor on tax matters affecting business decisions and strategic initiatives.

Key Responsibilities by Reporting Cycle:

Monthly

• Reconcile tax-related accounts and maintain supporting documentation for financial reporting.
• Manage sales tax compliance through Avalara, including filings and payments.
• Coordinate with Payroll to verify payroll tax filings and remittances.
• Review and maintain tax compliance calendars and filing deadlines.
• Liaise with registered agent service providers to ensure completion of annual reports and ongoing entity obligations.

Quarterly

• Prepare and submit tax filings across applicable federal, state, and international jurisdictions.
• Review transfer pricing arrangements and coordinate updates to intercompany agreements, as needed.
• Support private equity sponsor reporting requirements, including responses to tax-related investor inquiries.

Annually

• Manage preparation and filing of corporate income tax returns across all applicable jurisdictions.
• Oversee year-end tax account reconciliations and provision-to-return adjustments.
• Lead preparation of documentation related to annual business licenses, franchise taxes, and entity compliance requirements.
• Coordinate annual transfer pricing studies and documentation updates with external advisors.
• Prepare executive-level reporting summarizing tax compliance activities, key risks, and planning opportunities.

AI Utilization & Development

• Contribute to the development and implementation of firm-approved AI-enabled solutions in accordance with company policies, professional standards, data protection requirements, and intellectual property guidelines.
• Stay current on emerging AI technologies and identify compliant opportunities to improve efficiency, productivity, and operational effectiveness across tax and compliance processes.

 

 

What You'll Bring:

• 7+ years of corporate tax experience, preferably within a private equity-backed organization, professional services firm, or consulting environment.
• Deep expertise in multi-jurisdictional tax compliance and reporting, including international tax requirements.
• Strong knowledge of transfer pricing principles, regulations, and documentation requirements.
• Exceptional organizational, project management, and prioritization skills with the ability to manage competing deadlines.
• Ability to execute detailed and complex processes in a deadline-driven environment.
• Strong analytical, problem-solving, and decision-making capabilities.
• Excellent communication, collaboration, and relationship-building skills.
• High attention to detail and commitment to accuracy.
• Advanced proficiency with accounting ERP systems, including Sage Intacct, and Microsoft Excel.
• Proficiency with Microsoft Office applications, including Word, PowerPoint, and Outlook.
• Experience with tax compliance platforms such as Avalara.
• Comfort with AI and a demonstrated ability to responsibly adopt firm-approved tools to enhance productivity and innovation.
• A continuous learning mindset and interest in emerging technologies, automation, and process improvement.

Qualifications:

• Bachelor's degree in Accounting, Finance, or a related discipline.
• CPA or equivalent professional certification strongly preferred.