Sr. Tax Manager

Overview

Oversee corporate tax compliance, provision, reporting, and indirect tax operations.

Key Responsibilities

• tax provision
• avalara integration
• process automation
• compliance reporting
• audit management
• r&d credit

Tasks

-Contribute to tax planning initiatives such as financial statement modeling, cash tax and effective tax rate forecasting, and transaction impact assessments. -Advise cross-functional partners (Sales, Billing, and Operations) on indirect tax implications for new product offerings, go-to-market strategies, and issue resolution. -Support the annual R&D credit study, including review of related analyses and documentation. -Manage the quarterly and annual income tax provision process, including global effective tax rate calculations, current and deferred tax expense, 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. -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. -Identify, implement, and document automation opportunities, tax technology enhancements, and scalable process improvements. -Prepare and review quarterly federal and state estimated tax payments and extensions. -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. -Mentor and develop tax team members, fostering an environment of continuous learning and improvement. -Monitor changes in tax laws and regulations, coordinating assessments of potential impacts on the company. -Oversee all phases of sales and use tax, property tax, and other indirect tax functions, including compliance, monthly financial reporting, reconciliations, and audits. -Research and document technical tax issues, assessing implications for the company’s specific fact patterns. -Support the purchase accounting and integration of acquired companies across tax provision, compliance, processes, and systems. -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. -Lead federal and state tax audits and responses to notices, advocating for the company’s position and minimizing potential liabilities.

Requirements

• netsuite
• avalara
• alteryx
• cpa
• 8+ years
• asc 740

What You Bring

-Collaborative mindset and ability to work effectively within a team. -Demonstrated ability to build and improve processes in a fast-paced environment. -Excellent time management skills with the ability to manage multiple priorities independently in a fast-paced environment. -Strong analytical, interpersonal, and problem-solving skills with the ability to work cross-functionally and communicate findings in a precise and simple manner. -Experience with NetSuite and Avalara is highly desirable. -Strong written and verbal communication and organizational skills. -Technical knowledge of U.S. income tax matters, ASC 740 - Income Taxes, and SEC disclosure standards, U.S. federal and state tax compliance, and relevant industry experience. -Bachelor’s degree in Accounting or Finance required; Master’s in Taxation and/or CPA preferred. -Proven success in improving income tax accounting processes and driving efficiencies. -8+ years of income tax compliance and financial reporting experience with a public accounting firm and/or corporate tax department. -Proficient in Microsoft Office applications (including Excel), Alteryx, CCH, and Bloomberg research tools. -Experience managing a positive relationship with external auditors and tax advisors.

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About Appfolio

-Founded in 2006 by Klaus Schauser and Jon Walker, AppFolio emerged to simplify property management through centralized cloud software. -Its flagship product, AppFolio Property Manager, integrates accounting, leasing, marketing, maintenance, and reporting into one platform. -In 2012 it acquired MyCase, later divesting it in 2020 to refocus solely on real estate solutions. -AppFolio has expanded via acquisitions like RentLinx, WegoWise and Dynasty Marketplace to enhance listing presence, analytics, and AI capabilities. -Typical customers range from small landlords to large portfolios, covering single-family, multifamily, commercial, student housing, and community associations. -Its Stack™ Marketplace enables seamless third-party integrations tailored to unique workflows. -In 2024 it introduced Realm-X, a generative AI assistant that automates tasks like report generation, messaging, and maintenance coordination. -Known for rapid feature rollout, mobile-first investor tools, and embedded AI, it stands out in real-time property and investment management.

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