We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam.
The tax team is responsible for managing all of the Company’s tax matters, ensuring compliance with U.S. federal, state, and international tax laws while optimizing tax strategies to support Plaid’s growth. Our core responsibilities include preparing and reviewing indirect tax accruals, such as sales & use tax and property tax, handling corporate income tax filings, and managing quarterly and annual tax provisions. We also collaborate with other departments like accounting, finance, and legal to assess the tax impact of business decisions and support the company in mitigating tax risks. We are seeking a team member who has a strong accounting background and likes to balance multiple priorities.
Responsibilities
- Prepare and review monthly indirect tax accruals, reconcile sales & use tax, property tax, and other non-income tax accounts, ensuring accuracy and compliance with regulations.
- Assist in the preparation of quarterly estimated income tax payments, support FIN18 provision modeling and annual tax return documentation.
- Collaborate on the development of internal controls and tax automation processes to streamline tax return preparation and ensure efficient operations.
- Respond to IRS and state tax authorities’ inquiries and notices, manage communication and documentation for settlements or negotiations.
- Assess potential risks in tax positions and use sound judgment to determine defensibility in case of audit or review.
- Stay informed on changes to tax laws or court rulings, and apply nuanced interpretations to ensure compliance and optimize tax outcomes.
Qualifications
- 3+ years of relevant accounting experience, preferably at Big Four or a SaaS/software company
- A bachelor’s degree (or equivalent) in Accounting, Finance, or a related field
- Strong accounting, analytical, and research skills with a passion for understanding and applying tax laws.
- A self-starter who is highly organized and thrives in a fast-paced environment, with a strong ability to multitask and prioritize effectively.
- Strong analytical skills with the ability to perform in-depth research, apply tax laws, and evaluate tax strategies for complex business transactions.
- Excellent interpersonal and communication skills to effectively partner with cross-functional teams and external stakeholders.
- Experience with Corptax, NetSuite (or another major ERP) and Avalara a plus CPA or equivalent strongly preferred
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at [email protected].
Please review our Candidate Privacy Notice here.
