Sr. Tax Accountant
TLDR
Drive indirect tax compliance across US and international regimes in a high-volume SaaS environment, owning tax workflows and cross-functional collaboration.
Compliance & Filing: Oversee the end-to-end preparation, review, and timely filing of monthly, quarterly, and annual domestic sales & use tax and international VAT/GST returns, business licenses and property tax filings.
System Optimization & Support: Serve as the internal contact for tax software configurations; proactively maintaining and refining indirect tax calculation and reporting systems to provide seamless, automated workflows for the organization.
Nexus Tracking: Monitor and analyze domestic and international tax laws regarding digital goods, SaaS, and economic nexus to ensure proactive compliance as HighLevel expands.
Audit Defense: Support the team through indirect tax audits by efficiently managing IDRs and partnering with leadership to advocate for and defend established tax positions.
General Ledger Reconciliation: Prepare and review monthly tax accruals and perform balance sheet reconciliations for indirect tax accounts within NetSuite.
Exemption Certificate Management: Oversee the collection, validation, and maintenance of customer tax exemption certificates.
Cross-Functional Advisory: Partner with Engineering, Product, Billing and Legal teams to evaluate the taxability of new product rollouts, software features, and bundle offerings.
Experience: 5 years of progressive experience in indirect tax (Sales & Use, VAT, GST), preferably with a mix of public accounting and corporate experience.
SaaS Industry Expertise: Strong familiarity with software-as-a-service (SaaS) taxability rules, digital products, and sourcing rules.
Tech Stack Mastery: Experience managing tax calculations and reporting within tax software systems and NetSuite ERP. Knowledge of Stripe Tax is a plus.
Analytical Muscle and AI-Enabled Process Improvement: Advanced Excel skills (pivots, VLOOKUPs, data manipulation) and the ability to handle massive, high-volume transactional datasets. Identify and spearhead opportunities to leverage AI-based tools to streamline and automate processes and surface insights, helping unlock team capacity for high-impact analysis.
Education: Bachelor’s degree in Accounting, Finance, or a related field. CPA designation or Master of Taxation degree is a major plus.
Agility & Growth Mindset: Ability to pivot quickly when priorities change and navigate fast organizational growth as an exciting challenge rather than a roadblock.
Data-Driven Problem Solving: Proven track record of digging into data to not only identify tax issues but actively propose and execute automated solutions.
Clear & Cross-Functional Communication: Skilled at translating complex tax regulations into plain English for non-finance stakeholders, alongside strong documentation skills for future reference and audit support.
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HighLevel is an all-in-one white-label sales and marketing platform that empowers marketing agencies, entrepreneurs, and businesses to enhance their digital presence and drive growth. With a suite of robust tools designed to capture, nurture, and convert leads, HighLevel supports a diverse community of over 2 million clients across various industries.
- Founded
- Founded 2018
- Employees
- 201-500 employees
- Industry
- Internet Software & Services
- Total raised
- $60M raised