Tax Manager

The Tax Manager plays a critical role in overseeing InvestCloud’s global tax compliance, reporting, and provision processes while supporting strategic tax planning initiatives.

Requirements

• Prepare and review the effective tax rate, cash tax rate, tax account reconciliations, tax account analyses, and tax reserves, including all computational and reporting aspects of ASC 740.
• Support the preparation and review of tax journal entries, as well as cash flow and balance sheet account analyses.
• Identify, analyze, and document uncertain tax positions.
• Serve as a key liaison and business partner with external advisors (tax planning, audit, R&D, and tax compliance) to ensure timely communication and coordination on tax filings and potential impacts.
• Prepare and review foreign tax provisions.
• Review U.S. federal, state, and international tax compliance forms prepared by third-party service providers.
• Prepare and submit quarterly estimated income tax payments.
• Manage and mentor the indirect tax analyst.
• Research tax law implications related to planning activities, transactions (including acquisitions), audits, transfer pricing, and compliance.
• Collaborate closely with tax planning, FP&A, accounting, and treasury teams to understand transactions and data impacting tax provisions and returns.
• Assist with tax audits and special projects as needed.
• Drive continuous improvement in tax processes, documentation, and controls to enhance efficiency and accuracy.

Benefits

• Medical/Rx
• Dental
• Vision
• Disability
• Life/AD&D insurance plans
• Flexible Savings Account (FSA)
• Health Savings Account (HSA)
• Employee Assistance Plan (EAP)
• Health advocacy
• Voluntary ancillary plans
• 401(k) retirement savings plan with company match
• Paid time off