Sr Tax Manager

Responsibilities

Indirect Tax — U.S. and Canada
● Multi-state sales and use tax compliance and Canadian GST/HST, QST, and PST filings, including
NetSuite-to-portal reconciliation, GST recovery, and new registrations as the footprint expands
● A documented taxability matrix covering franchise fees, royalties, technology fees, marketing
fund contributions, merchandise, and training revenue
● Review and sign-off on all indirect tax returns prepared by the Sr. Tax Accountant prior to filing
● Sales tax configuration in NetSuite and exemption certificate management; monitoring monthly
reporting for locations collecting incorrect rates and coordinating remediation through
Franchise Partner Coaches
● State and provincial registrations, notices, annual reports, and indirect tax audits end to end
 
Income Tax and External Advisor Oversight
● Day-to-day execution with Crumbl's external tax provider — data requests, internal timelines,
deliverable quality, and deadlines
● Review of externally prepared federal, state, and Canadian returns and extensions, with
substantive scrutiny of filing positions rather than tie-out alone
● Review of the R&D credit study, Section 174 / 174A treatment, UNICAP calculations, and
proposed method changes; escalating elections that carry cash impact
● Quarterly estimates and review of the quarterly apportionment file, verifying income ties to the
financial statements and testing sourcing methodology
● Franchise tax and gross receipts filings including Delaware franchise tax, Texas margin tax,
Washington B&O, and Ohio CAT

Partnership Distributions and Cross-Border Risk
● The quarterly tax distribution estimate per the operating agreement, for SVP of Finance and
investor review, and confirmation that distributions are funded on schedule
● K-1 timing with the external provider and tracking of partnership tax attributes including net
operating losses and credits
● The permanent establishment monitoring protocol for Mexico — employee travel, in-country
activity, contract execution, inventory location — escalating any change in facts promptly rather
than at period end
● Monitoring of U.S. state and Canadian provincial nexus creation from system expansion,
employee presence, marketplace facilitator rules, and economic thresholds, flagging registration
requirements before obligations accrue
● Coordination of transfer pricing documentation, cross-border withholding, Japan corporate
income tax filings, and Crumbl International profitability with external advisors
 
Close, Process, and Controls
● Monthly tax accruals, reconciliation of tax-related balance sheet accounts, review of the
externally prepared income tax provision, and support for tax-related audit requests
● The tax compliance calendar, with a named owner and due date for every filing obligation,
domestic and international
● A written inventory of Crumbl's material tax positions and the rationale supporting each,
documented contemporaneously rather than reconstructed after the fact
● Partnership with FP&A, Accounting, Legal, and Operations to bring tax considerations into new
initiatives, promotions, product launches, and entity changes before they go live
 
Team Development
● Supervision and technical mentorship of one Sr. Tax Accountant, executing a written
development plan that expands their ownership of Canadian indirect filings, apportionment,
sales tax risk review, and annual registrations
● A documented quarterly technical review covering changes in law, filing positions, and open
risks
● Franchise-facing tax questions routed through Franchise Support

Requirements

Required
● Minimum 6–9 years of progressive tax experience, including meaningful time in an in-house
corporate tax function
● Hands-on ownership of multi-state sales and use tax compliance — direct execution and review,
not oversight of a fully outsourced process
● Working knowledge of Canadian indirect tax (GST/HST, QST, PST), or strong cross-border
fundamentals and demonstrated ability to build it quickly
● Experience reviewing externally prepared income tax returns with substantive technical
scrutiny, plus multi-state apportionment and nexus analysis
● Familiarity with pass-through entity taxation, including K-1s, tax allocations, and tax distribution
mechanics
● Proficiency with NetSuite or a comparable multi-entity ERP including tax configuration, and high
proficiency in Excel
● Sound judgment about the limits of your own expertise — reliably escalating specialist matters
rather than improvising — and genuine interest in developing a junior team member
 
Preferred
● CPA and/or advanced tax degree (MST or LLM in Taxation)
● Prior experience as the sole or primary in-house tax resource at a multi-state, multi-country
middle-market company
● Franchise, restaurant, retail, or consumer brand tax experience with multi-unit economics Private equity–backed company experience, including sponsor reporting and tax distribution
waterfalls
● Exposure to permanent establishment analysis, cross-border structuring, or R&D tax credit
processes
● Experience supervising a junior tax professional and building tax processes and documentation
from a limited starting point