Senior Tax Accountant, Plaid
$101.5-138.2k
Data network powering the tools millions of people rely on to live a healthier financial life
Job no longer available
Data network powering the tools millions of people rely on to live a healthier financial life
1001+ employees
Job no longer available
$101.5-138.2k
1001+ employees
Company mission
To unlock financial freedom for everyone.
Role
Who you are
- 3+ years of relevant accounting experience, preferably at Big Four or a SaaS/software company
- A bachelor’s degree (or equivalent) in Accounting, Finance, or a related field
- Strong accounting, analytical, and research skills with a passion for understanding and applying tax laws
- A self-starter who is highly organized and thrives in a fast-paced environment, with a strong ability to multitask and prioritize effectively
- Strong analytical skills with the ability to perform in-depth research, apply tax laws, and evaluate tax strategies for complex business transactions
- Excellent interpersonal and communication skills to effectively partner with cross-functional teams and external stakeholders
- Experience with Corptax, NetSuite (or another major ERP) and Avalara a plus CPA or equivalent strongly preferred
What the job involves
- The tax team is responsible for managing all of the Company’s tax matters, ensuring compliance with U.S. federal, state, and international tax laws while optimizing tax strategies to support Plaid’s growth
- Our core responsibilities include preparing and reviewing indirect tax accruals, such as sales & use tax and property tax, handling corporate income tax filings, and managing quarterly and annual tax provisions. We also collaborate with other departments like accounting, finance, and legal to assess the tax impact of business decisions and support the company in mitigating tax risks
- We are seeking a team member who has a strong accounting background and likes to balance multiple priorities
- Prepare and review monthly indirect tax accruals, reconcile sales & use tax, property tax, and other non-income tax accounts, ensuring accuracy and compliance with regulations
- Assist in the preparation of quarterly estimated income tax payments, support FIN18 provision modeling and annual tax return documentation
- Collaborate on the development of internal controls and tax automation processes to streamline tax return preparation and ensure efficient operations
- Respond to IRS and state tax authorities’ inquiries and notices, manage communication and documentation for settlements or negotiations
- Assess potential risks in tax positions and use sound judgment to determine defensibility in case of audit or review
- Stay informed on changes to tax laws or court rulings, and apply nuanced interpretations to ensure compliance and optimize tax outcomes
Our take
Plaid builds infrastructure that allows consumers 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 over 12,000 financial institutions in the US, Canada, the UK and Europe. And 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.
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
- Vibrant offices in SF, NYC, and Raleigh-Durham—with catered meals, happy hours, and clubs to keep you connected
- Competitive pay, comprehensive health benefits, and support for fertility, mental health, and parental leave
- Lifestyle perks including home office stipends, daycare support, and commuting benefits like CitiBike and Lyft
Company HQ
SoMa, San Francisco, CA
Leadership
Zach Perret
(Co-Founder & CEO)Previously, Zach was a Consultant at Bain and a Research Fellow and Trustee at Duke before co-founding Plaid ion 2012.
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