Senior Indirect Tax Associate

The Tax team at Plaid is responsible for overseeing and managing all tax-related matters for the company. This includes ensuring income and indirect compliance with federal, state, local, and international tax regulations, managing indirect tax accruals such as sales and use tax, property tax, and other non-income tax matters. The team also handles the preparation and filing of corporate income tax returns, manages the quarterly tax provision process (including FIN18 provisions), and handles estimated tax filings and payments.

Responsibilities

• Manage U.S. and EU indirect tax compliance to ensure accurate and timely filing of tax returns and payments
• Prepare monthly account reconciliations for sales & use tax and other non-income tax accounts to ensure accuracy
• Aid on indirect tax audits and reviews through data collection and research support
• Provide indirect tax support, including customer invoice and contract inquiries, exemption certificate reviews, and tax determination in accordance with applicable tax regulations
• Maintain Plaid’s ASC 450 positions and reserves, including the documentation and calculations
• Monitor tax changes and legislative tax updates. Perform research and analysis, and apply tax laws to support technical positions related to the Company’s business transactions and clearly communicate and document findings
• Partner with cross-functional teams throughout the company to understand the tax impact of business operations and ensure tax needs are identified, considered, and communicated
• Collaborate on the development of internal controls and tax automation processes to streamline tax return preparation and ensure efficient operations

Qualifications

• 4+ years of experience in U.S. indirect tax with a strong technical background and detailed understanding of the application of sales tax principles to technology businesses
• Big 4 experience
• Proven U.S. indirect tax technical expertise, including sales and use tax in a technology company environment
• Strong project management, organizational, and problem-solving skills, with the ability to thrive in a fast-paced environment and manage competing priorities
• Self-starter with high ownership, intellectual curiosity, and a track record of driving results independently
• Strong cross-functional collaboration and communication skills, with the ability to explain complex tax matters to diverse stakeholders
• Strong working knowledge of ASC 450 and commitment to accuracy, compliance, and attention to detail
• Experience with sales and use tax software (e.g., Avalara, Fonoa, Anrok)