Senior Tax Accountant, Upland
Cloud-based tools for digital transformation
Be an early applicant
Cloud-based tools for digital transformation
1001+ employees
Be an early applicant
1001+ employees
Company mission
To deliver software to the doers, the deliverers, and the day-to-day heroes of real-life business.
Role
Who you are
- To be a Tax Senior typically requires a minimum of three years of experience in taxation; more than five preferred
- Experience in fast-paced environment, highly driven with the ability to conduct multiple tasks and meet deadlines
- Individual contributor but willing to teach/mentor
- CPA license in good standing preferred
- Minimum of three years’ experience in tax accounting (five years+ preferred)
- Outstanding organizational, problem-solving, and analytical skills
- Driven professional to ensures deadlines are met sooner rather than later
- Attention to detail without losing sight of the big picture
- Full competence in subordinates’ duties and tasks
- Work effectively in a professional team environment
- Demonstrated ability to plan and organize projects, especially long-term
- Bachelor or Masters (preferred) degree in accounting, finance, engineering, technology, or related field
- Able to manage multiple complex projects and deliver in a timely manner
What the job involves
- The primary function of the Senior Tax Accountant is to prepare and maintain income tax provision workpapers and support tax compliance and maintain company tax records
- Support the relationship and work closely with external tax advisors
- Perform initial reviews of tax returns and related documents to ensure compliance with federal, state and international laws
- Organizes and recommends payment of income and other taxes due
- Periodically updates federal, state, international tax rate & related schedules from authoritative 3rd party sources to ensure most recent tax rates & related schedules are used in quarterly & annual provisions and in tax returns
- Stays aware of the impact of new tax laws and proposed legislation
- Pursues refunds, credits and incentives as the company moves into new markets or new locations to maximize tax benefits to the company
- Review and finalize quarterly Tax Provision forecast provided by FP&A team to support quarterly provisions
- Prepare quarterly and annual Management Fee allocations of SSO’s (Shared services organization) costs to various IP owners in US/CAD/UK/IRE
- Prepare quarterly and annual tax provisions and various tax computations and supporting schedules
- Support U.S. and international tax compliance process, including subpart F income, GILTI, foreign tax credits, and expense allocations
- Support annual transfer pricing planning and studies and reviews quarterly and annual calculations to ensure correct rates and underlying calculations are materially correct
- Support preparation and maintenance of worldwide transfer pricing documentation, including master file, local files, and country-by-country reporting
- Support and perform research and analysis to support management decision-making regarding complex technical tax issues
- Attend professional development and training sessions
- Other duties as required
Our take
The global cloud computing size is huge and expected to grow 15.7% from 2022 to 2030. Cloud management software companies are constantly innovating with evolving products to keep up with our ever-growing reliance on tech. Upland is a well-established leader in enterprise software providing cloud-based tools.
The company has developed several products over the years, now offering a powerful cloud software library of 25 products. Each product aids the digital transformation of companies, encouraging businesses to step away from home-grown methods and accelerate workflow through cloud-based methods. A more recent innovation from the company is Upland Ingenius, combining computer telephony integration (CTI) and customer relationship management (CRM) to support efficient and tailored communication with customers by analysing and organising data.
Upland has attracted over 10,000 companies, including the likes of Pepsico and Tableau. An exciting investment from HGGC in 2022 means the company can continue to scale and strengthen its products' capabilities. This will be key for Upland to retain its competitive edge as a leader in the cloud computing market.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 8 rounds)
Mar 2016
$1m
SEED
Jan 2014
$15m
GROWTH EQUITY VC
Total funding: $48.2m
Company HQ
Congress Avenue Historic District, Austin, TX
Articles
Leadership
Jack McDonald
(CEO)A serial entrepreneur having built 4 successful technology companies and led two successful Nasdaq Global Market IPOs.
Mike Hill
(CFO)Previously CFO and VP of Strategic Finance at Perficient, a leading information technology consulting firm. Was also Director of Finance at Performance Retail.
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