Key Responsibilities
Sales & Use Tax
- Manage the Avalara sales tax software engine and ensure accurate, timely filing of sales and use tax returns across all applicable US jurisdictions.
- Reconcile monthly US sales and use tax data from Avalara to the General Ledger (NetSuite).
- Reconcile monthly sales tax payable accounts to the General Ledger.
- Prepare and file Canadian GST and PST sales tax returns.
- Assist with preparation of miscellaneous US non-income tax filings, including California Environmental Fee and Chicago Lease Tax payment compliance.
- Partner with the Accounts Receivable team to manage exemption certificate requests.
- Prepare monthly reconciliations of various sales and use tax accounts utilizing FloQast.
- Prepare quarterly FAS 5 reserve accruals.
- Respond to US indirect tax notices and manage resolution workflows.
- Provide sales tax guidance to internal business teams regarding tax implications on transactions.
- Assist with tax audits and special projects as requested.
India Tax
- Review monthly transfer pricing computations and issue corresponding intercompany invoices.
- Review monthly income tax accruals.
- Review quarterly GST ETD workings in collaboration with the India accounting team.
Qualifications
Required
- Bachelor’s degree in accounting, Finance, or a related field.
- 2+ years of experience in sales and use tax compliance.
- Experience with tax preparation software and ERP systems.
- Advanced proficiency in Microsoft Excel for data analysis and reconciliation.
- Excellent communication, problem-solving, and analytical skills.
- Strong attention to detail with the ability to meet deadlines in a fast-paced environment.
Preferred
- Hands-on experience with Avalara and NetSuite.
- Familiarity with SaaS sales tax regulations.
- Prior experience supporting sales and use tax audits
What We Offer
- Opportunity to work in a dynamic, global fintech environment.
- Exposure to multi-jurisdictional tax compliance across the US, Canada, and India.
- Collaborative team culture with opportunities for professional growth.
InvestCloud is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Skills Required
- Bachelor's degree in accounting, Finance, or a related field
- 2+ years of experience in sales and use tax compliance
- Experience with tax preparation software and ERP systems
- Advanced proficiency in Microsoft Excel for data analysis and reconciliation
- Excellent communication, problem-solving, and analytical skills
- Strong attention to detail with the ability to meet deadlines in a fast-paced environment
- Hands-on experience with Avalara and NetSuite
- Familiarity with SaaS sales tax regulations
- Prior experience supporting sales and use tax audits
What We Do
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
Why Work With Us
Our growth is driven by our people as much as by our product. We are a team of operators, designers and artists. We value fresh perspectives as well as seasoned experience. We are connected by a strong sense of fun and family, working with focus to meet and exceed the highest standards.
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