About the Role
InvestCloud is looking to hire a Director of Global Tax to join our growing team. This role will lead all aspects of the company's Global Tax function, including income tax reporting, tax compliance, tax planning and strategy. The role reports to the VP of Finance with high visibility to the CFO.
How you will provide meaningful contributions:
• Oversee compliance calendar to ensure execution and compliance for all U.S. federal, State and Local Income, Indirect and Property Tax compliance requirements.
• Manage state and local sales and use tax nexus studies, updating accordingly to incorporate any acquisitions into overall tax compliance strategy.
• Responsible for hiring, mentoring, developing employees to achieve a high performing team that consistently meets and exceeds targets.
• Oversight of International Tax Compliance (Income Tax and Indirect Tax returns).
• Oversight of Federal and State Tax Audits, including analysis and response to tax notices for all tax types and US jurisdictions.
• Liaise with external partners/vendors.
• Manage/coordinate all controversy processes at the federal, state and international levels. Manage overall FIN48 process including specific analysis for US domestic and state income tax matters, inclusive of any reporting and reserve tracking required.
• Perform tax accounting and financial disclosure in compliance with ASC 740, calculation of the quarterly and annual tax provision, valuation allowance, and deferred tax account reconciliations.
• Support Finance function reporting to Audit Committee and senior management on tax risk management and compliance.
• Manage budget for outside advisors and ensure that projects are being conducted on time and within budget.
• Own related process narratives and internal controls ensuring compliance with Sarbanes-Oxley Section 404.
• Develop and implement planning ideas to reduce short- and long-term tax burdens.
• Review and advise executive management on business transactions such as acquisitions, joint ventures, and other collaborations to minimize tax risk and identify opportunities to generate value.
• Manage global transfer pricing to ensure the allocation of profits is appropriate.
• Ensure compliance activities optimize cash taxes in all jurisdictions.
• Act as lead in supporting external audit of tax, including the preparation of any tax research or memorandum/documentation required.
Basic Qualifications for Consideration:
• Bachelor's degree in Accounting or Tax related discipline. Masters in Tax, LLM, or comparable advanced degree preferred.
• 10+ years of broad-based tax experience in a fast-paced environment with at least 5 years at a public accounting firm and minimum of 3 years of in-house/corporate experience.
• Experience in compliance, controversy resolution, financial reporting under U.S. GAAP, planning, transfer pricing, and SOX/controls.
• Ability to develop, implement and sustain “best practices” for internal controls for tax provisions.
• Deep knowledge of ASC 740 and FIN48 is highly desirable.
• Effective project management skills to oversee outside advisors for simultaneous tax projects.
• Experience in a Software-as-a-Service and/or Electronic Payments Processing public company is preferred.
• IPO readiness experience preferred.
• Excellent writing, communication, and presentation skills.
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 InvestCloud.com. Salary Range: $140,000- $250,000
InvestCloud 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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