Indirect Tax Manager at Plaid

United States

Plaid Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
FinTechIndustries

Requirements

  • 6+ years proven experience with both US and international indirect tax technical background with a detailed understanding of the application of sales tax principles to technology businesses
  • Demonstrated experience to cultivate cross-functional relationships and communicate 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
  • An ability to balance individual ownership and accountability with collaboration and partnership
  • Strong working knowledge of ASC 450
  • Exceptional verbal and written communication skills including 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

Responsibilities

  • 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. Perform research and analysis, and apply tax laws to support technical positions related to the Company’s business transactions and clearly communicate and document findings
  • 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

Skills

Indirect Tax
Sales and Use Tax
Property Tax
Tax Compliance
Tax Accruals
Tax Provision
FIN18
Account Reconciliations
EU Tax Compliance

Plaid

Connects financial accounts to apps securely

About Plaid

Plaid simplifies financial data management for individuals and businesses by connecting various financial accounts to apps and services. Its main product is a set of APIs that allow developers to integrate financial data into their applications, enabling users to track spending, initiate payments, and access financial services all in one place. Plaid serves a wide range of clients, including app developers and financial institutions, and is used by popular apps like LendingTree and Square. Unlike many competitors, Plaid focuses on providing a comprehensive and scalable platform that supports various financial use cases, such as transactions and identity verification. The company's goal is to enhance the way users interact with their financial data, making it easier and more secure.

San Francisco, CaliforniaHeadquarters
2013Year Founded
$714.3MTotal Funding
SERIES_DCompany Stage
Fintech, Financial ServicesIndustries
1,001-5,000Employees

Benefits

We've got you covered: From medical, life, and 401ks, we’re here to support your physical, mental, and financial wellbeing.
Everyone is an owner: We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids.
Vacation your way: We want to make sure you have time to meet your personal needs with unlimited PTO and two weeks of synchronous, company-wide vacation.
Grow your skills: Every Plaid is in control of their career development with our learning stipends, tools, and trainings.

Risks

Increased competition from API-based banking solutions like FIS's Code Connect platform.
Potential legal challenges, such as PNC's lawsuit over trademark issues.
Demand for enhanced transparency and security in financial data sharing.

Differentiation

Plaid offers seamless financial data integration through robust APIs for diverse clients.
Plaid's Pay by Bank for Bill Pay provides a cost-effective recurring payment solution.
Plaid's strategic partnerships enhance its value proposition in payroll and payment sectors.

Upsides

Plaid's expansion into the Triangle area indicates growth and increased hiring potential.
Partnership with Dwolla enhances Plaid's presence in the secure payments sector.
Collaboration with Ansa expands market reach through pay-by-bank capabilities for merchants.

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