Tax Manager at Clio

Vancouver, British Columbia, Canada

Clio Logo
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Legal Technology, Technology, FinanceIndustries

Requirements

  • Strategic and analytical thinker who takes pride in the quality of their work
  • Comfortable with ambiguity and operating effectively in a high-volume environment with little direction
  • Takes initiative to improve processes
  • Continuous learner who thrives in a fast-paced, ever-changing environment
  • Adaptable to a dynamic environment and comfortable doing whatever it takes to get the job done
  • Proven ability to manage multiple projects concurrently and meet strict deadlines
  • Keen to mentor and participate in the training and development of the team
  • Located in the Greater Vancouver Area

Responsibilities

  • Manage Clio’s Canadian domestic and international tax compliance
  • Review and/or prepare corporate income tax and information returns and related calculations, ensuring accurate and timely compliance and filing in accordance with local tax regulations
  • Participate in the preparation and/or review of the consolidated income tax provision and financial statement tax notes in accordance with US GAAP, providing transparent and compliant tax disclosures
  • Support Clio’s global indirect tax compliance and recovery initiatives, including reviewing indirect tax returns, ensuring compliance, identifying recovery opportunities, and implementing processes for refunds
  • Manage the reconciliation of general ledger accounts and preparing and/or reviewing journal entries related to taxes, ensuring accurate recording of tax transactions
  • Serve as a main point of contact for external tax advisors, government auditors, and financial auditors regarding taxation matters, coordinating responses, managing tax audits, and facilitating relationships
  • Provide tax advice to the business on the tax implications of strategic and operational decisions, assisting with evaluation of potential tax risks and opportunities
  • Manage the company’s Scientific Research & Development (R&D) tax credit application processes, collaborating with external advisors and internal engineering teams to maximize incentives
  • Participate in the design and maintenance of Clio’s global transfer pricing regime, collaborating with cross-functional teams to ensure compliance, including documentation and pricing analysis
  • Prepare documentation, memos, and support materials to substantiate Clio’s tax positions and amounts filed, ensuring compliance with tax laws and regulations

Skills

Tax Compliance
Canadian Tax
International Tax
Global Tax
Financial Reporting
Process Improvement
Project Management
Team Mentoring

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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