Description

We are seeking a highly experienced Tax and Treasury Manager to join our dynamic finance team. In this pivotal role, you will assume ownership of both tax and treasury functions for our expanding multi-state and global operations. Your primary focus will be ensuring meticulous compliance with all regulatory requirements while strategically optimizing cash flow and liquidity management.

The Tax and Treasury Manager will be responsible for developing and executing comprehensive tax and treasury strategies, expertly managing tax audits, proactively handling cash flow forecasting, and providing crucial support for key business expansion initiatives. This presents a unique and impactful opportunity for a driven professional eager to make a significant contribution within a high-growth and rapidly evolving environment.

Things You'll Get To Do

Tax Compliance and Reporting:

• Direct the preparation and accurate filing of all federal, state, local, and international tax returns, ensuring strict compliance and timely submissions.
• Oversee complex multi-state and international tax compliance processes, ensuring adherence to all relevant regulations and proactively minimizing potential risks.
• Develop, implement, and continuously maintain robust tax policies and clear procedures that are fully aligned with the company's strategic goals and all applicable compliance requirements.

Tax Accounting and Financial Reporting:

• Lead the entire tax provision process for financial statements in strict accordance with US GAAP, including a deep understanding of ASC 740.
• Ensure the accurate calculation of tax accruals, perform detailed reconciliations, and manage tax-related disclosures in close collaboration with the financial reporting team.
• Provide critical support during month-end and year-end close processes, guaranteeing that all tax provisions and related journal entries are accurately and completely reflected in the financial records.

Treasury Operations:

• Manage all aspects of daily treasury operations, including diligent cash flow monitoring, proactive liquidity planning, and accurate forecasting to effectively support evolving business needs and operational strategies.
• Optimize the company’s global cash management processes, ensuring funds are efficiently and strategically utilized across all international operations.
• Develop and implement effective cash flow strategies, cultivate strong banking relationships, and strategically plan for funding requirements to successfully meet the company’s working capital and ambitious growth objectives.

Risk Management and Compliance:

• Establish, implement, and diligently monitor compliance with all tax and treasury-related policies and internal controls.
• Lead and manage all tax and treasury audits, acting as the primary point of contact for inquiries from tax authorities and external auditors.
• Thoroughly assess and proactively mitigate financial risks associated with currency fluctuations, interest rate volatility, and liquidity challenges through the development and implementation of effective strategies and best practices.

Strategic Tax and Treasury Planning:

• Develop and execute forward-thinking tax and treasury strategies that directly support the company’s growth initiatives, including comprehensive assessments of tax implications for new business activities and optimization of the capital structure.
• Provide expert guidance on tax and treasury implications for various transactions, including mergers and acquisitions, strategic market expansions, and significant capital investments.
• Continuously monitor regulatory changes impacting both tax and treasury functions, proactively assess their potential impact on the company, and strategically update internal strategies as necessary to maintain compliance and optimize financial performance.

Cross-Functional Collaboration:

• Foster strong collaborative relationships with teams across the organization, including Legal, Compliance, and Operations, to ensure comprehensive awareness and seamless alignment on all tax and treasury-related issues.
• Educate and provide ongoing support to non-finance teams on key tax and treasury topics to cultivate a company-wide understanding of these critical financial functions.

Team Development:

• Mentor and effectively manage a team of dedicated tax and treasury professionals, providing clear guidance, targeted training, and opportunities for professional development to cultivate a high-performing and engaged team.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a closely related field; CPA (Certified Public Accountant), CFA (Chartered Financial Analyst), or a Master’s degree in Taxation or Finance is strongly preferred.
• 7+ years of progressive and relevant experience in tax, treasury, or financial management, preferably within the fast-paced FinTech, technology, or broader financial services sectors.
• Comprehensive and in-depth knowledge of US federal, state, and international tax regulations, a strong understanding of GAAP/ASC 740, and practical expertise in treasury management best practices.
• Proven track record of successfully managing tax audits, effectively interacting with tax authorities, and expertly overseeing all aspects of treasury functions.
• Strong analytical and problem-solving skills, with a demonstrated ability to translate complex tax and treasury issues into practical, actionable, and effective solutions.
• Advanced project management abilities, with significant experience managing multiple complex projects and consistently meeting challenging deadlines.
• High proficiency in tax and accounting software, treasury management systems, and advanced-level Excel skills.
• Excellent written and verbal communication skills, coupled with a strong collaborative approach to working effectively with cross-functional teams across the organization.

Note: If you feel strongly that you have what it takes for this role but don’t check 100% of the boxes—that’s okay—we encourage you to apply anyway and highlight what you can bring to the table.