Forward Financing

Senior Tax Manager

United States

Not SpecifiedCompensation
Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial TechnologyIndustries

Requirements

Candidates should possess 5+ years of experience, preferably in public accounting, with a Bachelor’s degree in accounting and a CPA or Master’s degree preferred. They should have general partnership and corporate tax knowledge, including US federal and state income tax, and sales and use tax, along with an understanding of federal and multi-state income taxation and complex tax issues. Some exposure to international tax and transfer pricing is also preferred.

Responsibilities

As the Senior Tax Manager, the individual will serve as a Subject Matter Expert for all tax compliance and planning, prepare federal, state, and local income tax returns, work directly with members and tax advisors regarding tax compliance matters, lead quarterly state planning and compliance processes, manage interaction with tax agencies, prepare monthly tax distributions, propose and implement processes to improve tax planning and compliance, work with FP&A team to develop tax forecasts, support companies equity compensation program tax needs, support global transfer pricing process, conduct research on evolving tax laws, and provide tax support to internal stakeholders for business changes and special projects.

Skills

Tax compliance
Tax planning
Federal, state, local income tax
Foreign disregarded entities
Estimated tax payments
Tax audits
Tax forecasting
Transfer pricing
Tax law research
Tax software
International tax regulations
Equity compensation tax

Forward Financing

Provides fast funding solutions for small businesses

About Forward Financing

Forward Financing offers fast and flexible funding solutions to small businesses in the United States, focusing on those who may not qualify for traditional bank loans. Their main product is a merchant cash advance, which provides a lump sum of cash in exchange for a percentage of future sales, allowing for quick funding often within 24 hours. Unlike traditional lenders, Forward Financing operates in the alternative lending space, providing a more accessible application process, though at higher fees due to the increased risk. The company's goal is to support small business growth by offering reliable funding while adhering to high ethical standards.

Boston, MassachusettsHeadquarters
2012Year Founded
$365MTotal Funding
DEBTCompany Stage
Fintech, Financial ServicesIndustries
201-500Employees

Benefits

Health Insurance
Dental Insurance
Vision Insurance
401(k) Company Match
401(k) Retirement Plan
Unlimited Paid Time Off
Paid Parental Leave
Wellness Program
Professional Development Budget
Flexible Work Hours
Remote Work Options

Risks

New fintech startups in Boston may challenge Forward Financing's market share.
CEO Jason Mullins' strategic shifts could disrupt operations or alienate clients.
Expansion of $450 million credit facility may increase financial risk if not managed well.

Differentiation

Forward Financing offers fast, flexible funding with approvals within minutes.
The company has provided over $1.9 billion to 45,000 small businesses since 2012.
Forward Financing is A+ rated by the Better Business Bureau and has a 4.9-star Trustpilot rating.

Upsides

Increased demand for alternative lending boosts Forward Financing's market potential.
AI and machine learning enhance Forward Financing's risk assessment and underwriting processes.
Digital-first financial services trend aligns with Forward Financing's online application model.

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