Senior Indirect Tax Associate
Plaid provides APIs and a financial data network that businesses use to build financial products. Its offerings support open finance, account linking, payments, identity verification, fraud and risk management, income verification, and underwriting.
Funding
Projects
About Plaid
Plaid is a financial technology company that operates a financial data network and developer API platform. It enables businesses, including banks, credit unions, lenders, fintechs, platforms, and payment providers, to connect with permissioned financial account data and build services for account linking, bank payments, identity and income verification, credit underwriting, AML/KYC compliance, fraud prevention, and financial management. Plaid offers self-serve and enterprise pricing plans, developer documentation, and a production dashboard for integrating and operating its products.
Skills
About the Role
You'll focus specifically on Plaid's US and worldwide indirect tax matters. You'll thrive in a fast-paced environment as a proactive problem solver, contributing to the company's success. You'll be an integral part of a growing, multi-national company with room to learn and grow constantly, supported by the team and leadership every step of the way.
Requirements
- 4+ years of experience in U.S. indirect tax with a strong technical background and detailed understanding of the application of sales tax principles to technology businesses
- Big 4 experience
- Proven U.S. indirect tax technical expertise, including sales and use tax in a technology company environment
- Strong project management, organizational, and problem-solving skills, with the ability to thrive in a fast-paced environment and manage competing priorities
- Self-starter with high ownership, intellectual curiosity, and a track record of driving results independently
- Strong cross-functional collaboration and communication skills, with the ability to explain complex tax matters to diverse stakeholders
- Strong working knowledge of ASC 450 and commitment to accuracy, compliance, and attention to detail
- Experience with sales and use tax software (e.g., Avalara, Fonoa, Anrok)
Responsibilities
- Manage U.S. and EU indirect tax compliance to ensure accurate and timely filing of tax returns and payments
- Prepare monthly account reconciliations for sales & use tax and other non-income tax accounts to ensure accuracy
- Assist on indirect tax audits and reviews through data collection and research support
- Provide indirect tax support, including customer invoice and contract inquiries, exemption certificate reviews, and tax determination in accordance with applicable tax regulations
- Maintain Plaid's ASC 450 positions and reserves, including the documentation and calculations
- Monitor tax changes and legislative tax updates, perform research and analysis, and apply tax laws to support technical positions related to the Company's business transactions and clearly communicate and document findings
- Support the tax technology roadmap, including assistance with testing, ensuring our tax engine is configured properly, and developing reporting requirements
- Partner with cross functional teams throughout the company to understand the tax impact of business operations and ensure tax needs are identified, considered and communicated
- Collaborate on the development of internal controls and tax automation processes to streamline tax return preparation and ensure efficient operations
Benefits
- Medical, dental, vision, and 401(k)
- Equity
