Indirect Tax Manager, Plaid
$100.3-182.2k
Salary applicable to zones 2, 3 & 4 only & excludes New York City and San Francisco Bay Area, for which salary may differ
Infrastructure and APIs for FinTech
Open for applications
Infrastructure and APIs for FinTech
1001+ employees
Open for applications
$100.3-182.2k
Salary applicable to zones 2, 3 & 4 only & excludes New York City and San Francisco Bay Area, for which salary may differ
1001+ employees
Company mission
Plaid's mission is to unlock financial freedom for everyone.
Role
Who you are
- 6+ years proven experience with both US and international indirect tax technical background with a detailed understanding of the application of sales tax principles to technology businesses
- Demonstrated experience to cultivate cross-functional relationships and communicate complicated tax technical matters to all levels and business functions
- Proven project management and organizational skills with the experience to prioritize multiple competing tasks in a fast paced, high pressure environment
- An ability to balance individual ownership and accountability with collaboration and partnership
- Strong working knowledge of ASC 450
- Exceptional verbal and written communication skills including ability to articulate complex tax topics to non-tax business partners
- Strong attention to detail, with a commitment to accuracy and compliance
- Strong computer and technology skills, including proficiency in Microsoft Excel, Google suite products
- Combined Big 4 or law firm and technology industry experience is preferred
- S&U tax software experience (such as Avalara, Fonoa, Anrok, etc.)
What the job involves
- The Plaid Tax team is responsible for overseeing and managing all tax-related matters for the company. This includes ensuring income and indirect compliance with federal, state, local and international tax regulations, managing indirect tax accruals such as sales and use tax, property tax, and other non-income tax matters
- We also handle the preparation and filing of corporate income tax returns, manage the quarterly tax provision process (including FIN18 provisions), and handle estimated tax filings and payments
- In this role, you will focus specifically on Plaid’s US and worldwide indirect tax matters. You will enjoy a fast-paced environment and be a proactive problem solver who wants to contribute to the success of the company
- You will strive to be an integral part of a growing, multi-national company, will learn and grow constantly, and be supported in all steps of the process by the team and leadership
- This position reports to the Tax Lead
- 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
Our take
Plaid builds infrastructure that allows a consumer to interact with their bank account on the web through a number of third-party applications, like Venmo, Robinhood, Coinbase, Acorns and LendingClub.
Plaid has integrated with 12,000 financial institutions in the US, Canada, the UK and Europe. About a quarter of people living in North America with bank accounts have linked with Plaid through at least one of the hundreds of apps that leverage Plaid’s application program interfaces (APIs). The platform allows companies to create financial services applications without having to hire their own team of engineers to build out a tool that connects apps to its users’ bank accounts.
This is very valuable in a world where there are increasing number of fintechs, so the demand for Plaid's services are only going to grow. Despite its strong position, it has not been immune to the difficult global economic situtation and was forced to restructure at the end of 2022, laying off some of its workforce. However it is still experiencing growth and is well-positioned to weather the current economic uncertainty.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 6 rounds)
Apr 2025
$575m
LATE VC
Apr 2021
$425m
SERIES D
Total funding: $1.3bn
Company benefits
- Monthly wellness stipend (gym on us)
- We offer breakfast, lunch, and dinner to keep you well-fed and healthy (when working from the office)
- From medical, life, dental and pension schemes, we’re here to support your physical, mental, and financial wellbeing
- We want everyone to feel ownership over their work - literally, which is why we offer equity to full-time Plaids
- Every Plaid is in control of their career development with our learning stipends, tools, and trainings
- We give Plaids the freedom and flexibility to choose where they work - whether that is in a Plaid office, at home in any supported location, or a mix of both!
- Two weeks of synchronous, company-wide vacation
- We want to make sure you have time to meet your personal needs with unlimited PTO
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(CEO)He was a Consultant at Bain and previously a Research Fellow and Trustee at Duke before co-founding Plaid
William Hockey
(Board Director)He was previously an associate at Bain and has since moved on from Plaid to become Co-CEO at Column
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