Senior Tax Analyst at Clio

Vancouver, British Columbia, Canada

Clio Logo
Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Legal Technology, Finance, TechnologyIndustries

Requirements

  • Strategic and analytical thinker who takes pride in the quality of their work
  • Comfortable with ambiguity and operating effectively with little direction
  • Takes initiative to improve processes
  • Thrives in a fast-paced, ever-changing environment with proven ability to meet strict deadlines
  • Quick learner and adaptable to a dynamic environment
  • Willing to do whatever it takes to get the job done
  • Passionate about continuing to develop their career and making an impact
  • Located in the Greater Vancouver Area

Responsibilities

  • Support Clio’s global corporate tax compliance, with a focus on North America, including preparation/review/filing of corporate income tax and information returns
  • Support Clio’s global indirect tax compliance, with a focus on Canada and the United States, including preparation/review/filing of indirect tax returns
  • Support preparation of the consolidated income tax provision and financial statement tax notes in accordance with US GAAP
  • Maintain general ledger accounts and prepare/review journal entries related to taxes
  • Maintain and reconcile government tax accounts
  • Prepare working papers for government and financial auditors relating to taxation matters and respond to inquiries
  • Support the company’s global Scientific Research & Development (R&D) tax credit application processes, collaborating with external advisors and internal engineering teams
  • Assist in the design and maintenance of Clio’s global transfer pricing regime, including collaboration with cross-functional teams for compliance, documentation, and pricing analysis
  • Support Clio’s global indirect tax recovery initiatives, identifying opportunities to recover overpaid taxes and implementing processes for refunds
  • Prepare documentation, memos, and support materials to substantiate Clio’s tax positions
  • Conduct tax research and stay updated on changes in tax laws, regulations, and rulings
  • Assist in the evaluation and implementation of tax planning strategies to optimize the company’s tax position, including identifying opportunities and monitoring legislation changes

Skills

tax compliance
corporate income tax
information returns
tax preparation
tax filing
financial analysis
process improvement

Clio

Legal practice management software provider

About Clio

Clio provides legal practice management software that helps law firms operate more efficiently. Its two main products, Clio Grow and Clio Manage, serve different purposes: Clio Grow enhances the client intake process and engagement, while Clio Manage allows firms to organize tasks, manage cases, handle documents, and process payments in one platform. Clio caters to a diverse clientele, from solo practitioners to large firms, and operates on a subscription model, charging users monthly or annually for access to its software. The goal of Clio is to improve the efficiency of legal practices and reduce administrative burdens, ultimately supporting their growth.

Burnaby, CanadaHeadquarters
2008Year Founded
$1,279.9MTotal Funding
SERIES_FCompany Stage
LegalIndustries
1,001-5,000Employees

Benefits

Company equity
401k
Parental leave options and stipend
Flexible paid time off
Stipend to support WFH
Various wellness benefitsand programs

Risks

Emerging AI-driven legal tech startups could challenge Clio's market share.
Staying private may limit Clio's access to public market capital.
Significant investment in AI and expansion may strain Clio's resources.

Differentiation

Clio offers a comprehensive suite for law firm management, including client intake and payments.
Clio's products, Clio Grow and Clio Manage, streamline operations for legal professionals.
Clio's cloud-based platform supports solo practitioners and large law firms alike.

Upsides

Clio raised $900M in 2024, marking the largest Canadian software funding round.
Clio plans to enhance AI capabilities and expand into international markets.
Clio's subscription model generates $200M in annual recurring revenue.

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