Forward Financing

Senior Tax Manager

United States

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

Position Overview

  • Location Type: Remote
  • Job Type: Full-Time
  • Salary: Not specified

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

As the Senior Tax Manager, you will be responsible for shaping the Company’s tax strategies. Directly reporting to the Company’s Sr. Director and Controller, you will play a critical role in tax compliance and planning to ensure tax risk and liabilities are minimized.

Responsibilities

  • Serve as a Subject Matter Expert for all tax compliance and planning for the company and its subsidiaries.
  • Prepare timely and accurate federal, state, and local income tax returns for multiple entities (LLC, Corporate).
  • Work directly with members and tax advisors regarding tax compliance matters, including state tax payments and deliverables.
  • Provide tax compliance planning and support related to foreign disregarded entities.
  • Lead quarterly state planning and compliance processes to ensure timely estimated payment and disclosures.
  • Manage interaction with tax agencies regarding auditing, inquiries, and notices.
  • Prepare monthly tax distributions to members.
  • Propose and implement processes to improve tax planning, compliance, and enhance the efficiency and accuracy of tax reporting procedures.
  • Work with the FP&A team to develop tax forecasts to assist in forecasting and tax planning.
  • Support the company's equity compensation program tax needs, including issuance and monetization of units.
  • Support the global transfer pricing process to ensure companies follow tax regulations enforced by various localities.
  • Conduct research to provide technical guidance on evolving tax laws, regulatory changes, and their impact on the company.
  • Provide tax support to internal stakeholders for business changes and special projects.

Why You Should Apply

  • Driven team: Be a part of a high-performing, result-oriented team, contributing to the success of a fast-growing organization.
  • Mission-driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.
  • Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.

Requirements

  • 5+ years of experience, prior experience in public accounting preferred.
  • Bachelor’s degree in accounting.
  • CPA or Master's degree preferred.
  • General partnership and corporate tax knowledge, including US federal and state income tax, and sales and use tax.
  • Understanding of federal and multi-state income taxation and complex tax issues.
  • Some exposure to international tax and transfer pricing preferred.
  • Proven track record of reliability and accurate work product.
  • Detail-oriented with good analytical skills.
  • Advanced skills in Excel.
  • Familiarity with Netsuite.

About Us

Forward Financing is a financial technology company based in Boston, Massachusetts with an operational hub in Santiago, Dominican Republic, on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges or seeking growth, Forward provides fast, flexible, and transparent financing solutions to help businesses thrive.

Forward Financing Core Values

  • Drive the Mission: We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”
  • Keep It Real: We value direct communication, candid feedback, and authenticity. We are an open book.
  • Act with Kindness: We create an environment where caring is cool and helping is the norm. We do the right thing.
  • Shoot for Extraordinary: We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

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.

Land your dream remote job 3x faster with AI