Senior Tax Analyst

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely. 

We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

We’re looking for a Senior Tax Analyst in the Greater Vancouver Area to join our Global Finance team. 

This role is for someone who is a strategic and analytical thinker that takes pride in the quality of their work. They are comfortable with ambiguity; can operate effectively and efficiently with little direction; and take initiative to improve processes. Someone who thrives in a fast-paced, ever-changing environment with proven ability to meet strict deadlines. A quick learner and adaptable to a dynamic environment they are comfortable doing whatever it takes to get the job done.  

Our Finance team is hyper-focused on becoming one of the highest performing teams in the world. That means we work hard, play for keeps, and dedicate ourselves to making sure #TeamMoney thrives as we scale. You will be joining a high performing and hard-working team that values having fun at work. We strive to meet our deadlines, but as with all accountants - we worship balance as well. Your position will be an integral part of the team.

We are expanding quickly and are seeking a Senior Tax Analyst. This role will focus on Canada and the United States and provide tax support to the other regions Clio operates in.  You will be working with a team that values excellence and initiative. We reward people who work hard, and we’re looking for people who are passionate about continuing to develop their career and want to make an impact. 

• Support Clio’s global corporate tax compliance, with a focus on North America. Assist in the preparation and/or review and filing of corporate income tax and information returns, ensuring accurate and timely compliance with local tax regulations.

• Support Clio’s global indirect tax compliance, with a focus on Canada and the United States. Assist in the preparation and/or review and filing of indirect tax returns, ensuring compliance with local tax laws and regulations.

• Support preparation of the consolidated income tax provision and financial statement tax notes in accordance with US GAAP, providing transparent and compliant tax disclosures.

• Maintain general ledger accounts and prepare or review journal entries related to taxes, ensuring accurate recording of tax transactions. 

• Maintain and reconcile government tax accounts.

• Prepare working papers for government and financial auditors relating to taxation matters and respond to inquiries facilitating a smooth relationship with external stakeholders. 

• Support the company's global Scientific Research & Development (R&D) tax credit application processes, collaborating with external advisors and internal engineering teams to maximize R&D tax incentives.

• Assist in the design and maintenance of Clio’s global transfer pricing regime. Collaborate with cross-functional teams to ensure compliance with transfer pricing regulations and guidelines, including documentation and pricing analysis.

• Support Clio’s global indirect tax recovery initiatives, identifying opportunities to recover overpaid taxes and implementing effective processes to capture indirect tax refunds.

• Prepare documentation, memos, and support materials to substantiate Clio’s tax positions and amounts filed, ensuring compliance with tax laws and regulations.

• Conduct tax research and stay updated on changes in tax laws, regulations, and rulings that may impact the company's tax positions and compliance requirements.

• Assist in the evaluation and implementation of tax planning strategies to optimize the company's overall tax position, including identifying tax planning opportunities and monitoring tax legislation changes.

• Assist in the design and maintenance of internal controls over the income and indirect tax processes, ensuring adherence to established policies and procedures.

• Assist with process improvement and change management projects, utilizing your expertise in taxation requirements. Collaborate with internal stakeholders to implement efficient tax processes, facilitate effective communication, and provide training on tax compliance procedures.

• Support accounting and financial reporting initiatives and other duties as required.

• Participate in the mentorship and training of team members.

• Canadian or US CPA designation. Candidates nearing completion may be considered. 

• 4+ years related accounting and tax experience with a least 2 years in a corporate tax role. 

• Experience supporting tax compliance processes and exposure to working with external advisors and auditors.

• Exposure to or experience preparing tax provisions.

• Up-to-date knowledge of tax laws, regulations, and industry trends in Canada and/or the USA with a focus on corporate income tax and indirect tax.

• Strong analytical, problem-solving, and attention to detail skills.

• Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels.

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Familiarity with internal control frameworks and the ability to contribute to their design and maintenance.

• Ability to adapt to changing tax laws and regulations and apply them effectively within the organization.

• Completion of or enrollment in Level 1 of CPA Canada’s In-depth Tax Program or enrollment in a Canadian or US Master of Taxation Program.

• Knowledge of tax accounting principles and financial statement tax note preparation under US GAAP.

• Understanding of transfer pricing principles and documentation requirements.

• Public practice tax experience at a national or international firm.

• Experience mentoring and reviewing work of junior team members.

What you will find here:

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.
 

Some highlights of our Total Rewards program include:

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance 

• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office min. twice per week. 

• Flexible time off policy, with an encouraged 20 days off per year.

• $2000 annual counseling benefit

• RRSP matching and RESP contribution 

• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility 

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

Disclaimer: We only communicate with candidates through official @clio.com email addresses.