Senior Tax Manager

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.