Sr. Tax Manager

AI overview

Oversee tax compliance and reporting processes while driving change management and optimizing operations within a rapidly growing company.
AppFolio is more than a company. We’re a community of dreamers, big thinkers, problem solvers, active listeners, and multipliers. At every opportunity, we set the pace while delivering innovation built to carry real estate into the future. One in which every experience feels effortless, yet meaningful. Where customers are empowered to take on any opportunity. We show up as one team, connected by our values to be a force for good. Because together, we have the power to create extraordinary outcomes for our customers, our communities, and ourselves.
 
We’re in search of a forward-thinking Senior Tax Manager with strong experience in corporate tax within a public accounting and/or internal corporate tax department environment. This position is primarily responsible for overseeing day-to-day tax operations, managing and supporting all aspects of corporate tax compliance and reporting with key external and internal partners, including quarterly and annual consolidated income tax provisions and tax return filings, audits, business transactions, as well as compliance and cross-functional duties related to indirect taxes. This role will serve as a trusted partner to the business by driving change management, optimizing processes, and supporting efforts to scale operations as AppFolio continues to grow. The ideal candidate thrives in a fast-paced and highly collaborative environment, has a bias for action, is adept at building and maintaining positive relationships with internal and external partners, and is motivated to deliver exceptional results. 
 
Your impact
  • Tax Provision & Reporting:
    • Manage the quarterly and annual income tax provision process, including global effective tax rate calculations, current and deferred tax expenses, provision-to-return true-up analysis, and evaluation of uncertain tax positions (FIN 48).
    • Prepare and review detailed analyses of deferred tax assets and liabilities, including assessment of valuation allowance requirements.
    • Develop tax memoranda, footnotes, and disclosures for both internal and external financial reporting.
    • Partner with the Controller’s team to ensure the tax provision is fully integrated into the financial close process, including SOX controls and supporting documentation.
  • Compliance & Operations:
    • Manage income tax compliance processes, including the timely preparation and filing of all federal, state, and local tax returns in collaboration with external tax advisors.
    • Prepare and review quarterly federal and state estimated tax payments and extensions.
    • Support the annual R&D credit study, including review of related analyses and documentation.
    • Contribute to tax planning initiatives such as financial statement modeling, cash tax and effective tax rate forecasting, and transaction impact assessments.
    • Lead federal and state tax audits and responses to notices, advocating for the company’s position and minimizing potential liabilities.
    • Oversee all phases of sales and use tax, property tax, and other indirect tax functions, including compliance, monthly financial reporting, reconciliations, and audits.
    • Advise cross-functional partners (Sales, Billing, and Operations) on indirect tax implications for new product offerings, go-to-market strategies, and issue resolution.
    • Maintain and manage tax engine software (Avalara) integrations with billing (Zuora) and ERP (NetSuite) systems, including oversight of tax code assignments for products and services.
  • Strategy, Process & Projects:
    • Support the purchase accounting and integration of acquired companies across tax provision, compliance, processes, and systems.
    • Research and document technical tax issues, assessing implications for the company’s specific fact patterns.
    • Monitor changes in tax laws and regulations, coordinating assessments of potential impacts on the company.
    • Mentor and develop tax team members, fostering an environment of continuous learning and improvement.
    • Identify, implement, and document automation opportunities, tax technology enhancements, and scalable process improvements.

Qualifications
  • Bachelor’s degree in Accounting or Finance required; Master’s degree in Taxation and/or CPA is preferred.
  • At least 8 years of income tax compliance and financial reporting experience from a public accounting firm and/or corporate tax department.
  • Technical knowledge of U.S. income tax matters, ASC 740 income Taxes, SEC disclosure standards, as well as U.S. federal and state tax compliance.
  • Proficient in the Google Suite, the Microsoft Office Suite (including Excel), NetSuite, Avalara, Alteryx, CCH, and Bloomberg research tools.
  • Proven success in improving income tax accounting processes and driving efficiencies.
  • Indirect tax compliance experience is a plus.
  • SaaS and/or Software/Tech industry experience is preferred. 
  • Excellent time management skills with the ability to manage multiple priorities independently in a fast-paced environment.

Compensation & Benefits
The compensation that we reasonably expect to pay for this role is: $152,000 to $190,000 (base pay).
The actual compensation for this role will be determined by a variety of factors, including but not limited to: the candidate’s skills, education, experience, etc.
Please note that base pay is one important aspect of a compelling Total Rewards package. The compensation range listed here does not include additional benefits or any discretionary bonuses you may be eligible for based on your role and/or employment type.
Regular full-time employees are eligible for benefits - see here.
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AppFolio is a leading provider of cloud-based software solutions for property management and legal industries. Their easy-to-use web-based platforms streamline real estate management, enabling businesses to market, manage, and grow efficiently. With a ...

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Salary
$152,000 – $190,000 per year
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