US Transactional Tax Lead

  • Full-time

Company Description

We believe everyone should be able to participate and thrive in the economy. So we’re building tools that make commerce easier and more accessible to all. We started with a little white credit card reader but haven’t stopped there. Our new reader helps our sellers accept chip cards and NFC payments, and our Cash app lets people pay each other back instantly. We’re empowering the independent electrician to send invoices, setting up the favorite food truck with a delivery option, helping the ice cream shop pay its employees, and giving the burgeoning coffee chain capital for a second, third, and fourth location. Let’s shorten the distance between having an idea and making a living from it. We’re here to help sellers of all sizes start, run, and grow their business—and helping them grow their business is good business for everyone.

Job Description

This individual will prepare responses to inquiries, tax notices and audit requests from taxing authorities. The candidate must meet monthly and quarterly tax filing deadlines, be detail oriented and accurate with a strong commitment to quality. An accounting background would be helpful. Applicable tax knowledge and experience is required, as well as exceptional communication skills and the ability to interface with multiple groups outside the tax function.

You will: 

  • Manage Square’s U.S. transactional tax compliance process with the external tax
    providers
  • Ensure timely preparation of our sales/use returns & payment of U.S. transactional tax liabilities
  • Run new products taxability analysis, product advice, systems mapping for the new products, and entering them into Vertex.
  • Own monthly non-income tax accrual process and reconciliation of transactional tax related GL accounts
  • Analysis of multi-state and transactional tax nexus
  • Track & respond to transactional tax notices globally
  • Provide transactional tax guidance on special projects.
  • Manage our transactional tax audits
  • Advise on multi-state Property tax compliance
  • Maintain the corporate e-filing profile for each state/jurisdiction account


Qualifications

You have:

  • 12+ years directly in US transactional taxes and possess a mastery of the rules
    Sales/Use Taxes on the compliance & reporting side to advise internal
    stakeholders on how to minimize transactional tax costs; but also to advise Square
    product developers on the transactional tax rules.
  • Experience in the management of multistate sales & use tax accruals for month end
  • Experience in managing the Sales/Use tax compliance process with external tax providers 
  • Knowledge of multistate resale certificate rules and work with external customers to proactively maintain a current repository of resale certificates. 
  • Knowledge of sales tax exemption rules, maintain a repository of sales tax exemption certificate
  • and report refunds of sales tax.
  • Solid knowledge of Vertex, researching and entering product classifications, is a huge plus.
  • Ability to automate manual functions is a huge plus.
  • Bookkeeping, Non-Income Tax accounting & month end close experience within Oracle, preparing month-end tax journal entries, including supporting schedules and reconciliation work papers for all tax-related accounts, and preparing flux analyses.
  • Able to work cross-functionally with finance and other departments to support the accounting close process, advising on tax accounting and indirect tax matters as new development arises.
  • Significant experience in multistate Property tax rules and compliance.
  • Experience in gross receipts taxes, state regulatory fee filings and local business license renewals a plus. Able to work cross-functionally with other departments to gather, analyze and prepare the filings in a timely manner.
  • Have strong internal systems & software intuition, including accounting systems and operational databases. Be comfortable running reports from databases for monthly close and returns processing. Able to visualize the bigger picture for collecting and analyzing data from separate sources to obtain a cohesive data set for tax reporting purposes.
  • Maintain and update the centralized domestic tax calendar to ensure all deadlines are met in the US non-income tax area.
  • Must be very comfortable to report out on status in real-time
  • We are a very transparent company with lots of bright and inquisitive minds.
  • Self-starter with a get-it-done attitude
  • Flexible – willing to be in the details while never forgetting the big conceptual picture
  • Ability to explain complex tax issues in a simple, clear and concise manner;
  • Must be creative in solutions while always ensuring compliance
  • Unquestionable integrity.

Additional Information

At Square, we value diversity and always treat all employees and job applicants based on merit, qualifications, competence, and talent. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. We will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.

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