Senior Tax Associate på PP&Co i San Jose, CA; Santa Cruz, CA
PP&Co · San Jose, CA; Santa Cruz, CA
Senior Tax Associate
Unleash Your Potential: Senior Tax Associate at PP&Co Awaits
Are you passionate about helping individuals and businesses achieve financial success? Do you thri...
Unleash Your Potential: Senior Tax Associate at PP&Co Awaits
Are you passionate about helping individuals and businesses achieve financial success? Do you thrive in a collaborative
environment where integrity and excellence are paramount? If so, PP&Co. is looking for you!
Who We Are: At PP&Co, we are dedicated to empowering individuals, closely held businesses, and high-net-worth individuals to reach
their financial goals. And now, we are taking our commitment to excellence to a new level. In February 2024, we made the strategic
decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next
stage of growth. With Ascend’s shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the
future.
Why Join Us: As a member of our award-winning firm, you'll have the opportunity to grow both personally and professionally. Our
friendly and high-integrity team members create a supportive environment where you can thrive and make a real impact. We believe
in investing in our team's development and providing ample opportunities for career advancement. We foster a collaborative culture
where every voice is heard and valued. You'll have the opportunity to work closely with colleagues and contribute your ideas to
meaningful projects and initiatives.
Position: Tax Senior Are you ready to take your career to the next level? We are seeking a talented and driven Senior Tax
Asscoiate to join our team on a full-time basis. In this role, you'll have the exciting opportunity to build and nurture client
relationships while managing tax engagements for a diverse range of clients, including privately held businesses, business owners,
families, and high-net-worth individuals.
Responsibilities:
Prepare business tax returns and financial statements for multinational clients, including LLCs, partnerships, C-corps, and
gift and estate tax filings.
Conduct comprehensive research on tax issues related to multinational business decisions, tax planning strategies, and
effective tax rate optimization.
Participate in in-house CPE classes and specialized international tax training provided by the firm to stay updated on the
latest developments in tax regulations.
Assist in researching client issues and representing clients in IRS audits if necessary, ensuring compliance with domestic and
international tax laws.
Support clients by writing proposals, engagement letters, budgeting, staffing, and billing, fostering strong client
relationships and delivering exceptional service.
Qualifications:
Bachelor’s degree or related field; Master’s in Taxation preferred (CPA or CPA candidate preferred)
Minimum of 3 years of experience in tax accounting
Strong technical skills in tax compliance and planning
Excellent communication and interpersonal skills
Ability to work effectively in a team environment
What We Offer:
Competitive salary and benefits package
Comprehensive health, dental, and vision insurance
401(k) with firm matching
Opportunities for professional development and career growth
A collaborative and supportive work culture
Meaningful work that makes a difference in our clients' lives
The annual base salary range for this role is $80,000-$100,000. This range includes the anticipated low and high end the salary
range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill
level.
Join us in our mission to empower financial success and make a positive impact in the lives of our clients. Apply now to be part
We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to
empowering this transformation by building the tools and experiences that thousands of developers use to create their own
products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of
companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their
financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US,
Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C.,
London and Amsterdam.
The Tax team is responsible for overseeing and managing all tax-related matters for Plaid. 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. This team also handles the preparation and filing of corporate income tax
returns, manage the quarterly tax provision process (including FIN18 provisions), and handle estimated tax filings and payments.
As a Senior Indirect Tax Associate, you will focus specifically on Plaid’s US and worldwide indirect tax matters. You thrive in a
a fast-paced environment and are a proactive problem solver who wants to contribute to the success of the company. You'll be an
integral part of a growing, multi-national company with room to learn and grow constantly, supported by the team and leadership
every step of the way.
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
* Assist 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
* Support the tax technology roadmap, including assistance with testing, ensuring our tax engine is configured properly, and
developing reporting requirements
* 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).
Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of
driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications
can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience
doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid!
Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race,
color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical
conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military
or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with
criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable
accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or
interviews due to a disability, please let us know at accommodations@plaid.com.
Please review our Candidate Privacy Notice here.
Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a
comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to)
scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject
to change at any time, consistent with the terms of any applicable compensation or benefit plans.
Farfetch is a leading global marketplace for the luxury fashion industry. The Farfetch Marketplace connects customers in over 190 countries and territories with items from more than 50 countries and over 1,400 of the world’s best brands, boutiques, and department stores, delivering a truly unique shopping experience and access to the most extensive selection of luxury on a global marketplace.
FINANCE
We're a diverse team who partners and supports the business to enable delivery against our strategic and financial goals. All of our functions have an instrumental role within Farfetch to drive forward a financially sustainable business, ensuring we set the guardrails for financial control and enable financial performance.
PORTO
Our office is near Porto, in the north of Portugal, and is located in a vibrant business hub. It offers a dynamic and welcoming environment where our employees can connect and network with a large community of tech professionals.
THE ROLE
An exciting opportunity to join the Tax Team of a dynamic, fast-growing, technology business, supporting the expansion of the group and improving assurance on indirect tax, mainly VAT, applicable to the Group. Reporting to the ITX/VAT Compliance Manager, you will have a mixed role between EU and UK VAT compliance and the rest of the world's indirect tax compliance obligations related to the companies of the Farfetch Group. You will be responsible for handling indirect tax compliance matters, supporting the team in the communication with Local Tax Authorities on audits, dealing with external compliance providers, and, as needed, providing technical support in compliance procedures and improvements to our internal teams.
EQT, a purpose-driven global investment firm, is seeking an Associate Tax Compliance in Warsaw This role will be performed under
the supervision of a senior team member located in Warsaw, operating in close collaboration with the Luxembourg-based Tax
Compliance team.
ABOUT THE TEAM
The Tax Compliance team is part of the global Tax & Structuring (T&S) function, which comprises more than 30 professionals
primarily based in Stockholm and Luxembourg, with a growing presence in the US, London, Singapore, and Hong Kong, as well as an
upcoming team in Warsaw.
The establishment of a Tax Compliance presence in Warsaw represents a key step in strengthening and scaling the global Tax
Compliance team. The Warsaw team will be fully integrated into the Tax Compliance organisation and will work closely with
colleagues in Luxembourg and the US notably. This role offers the opportunity to be part of building a new team from the ground
up, contribute to the evolution of processes and ways of working, and gain exposure to international fund structures and
cross-border tax compliance within a leading global investment firm.
The Tax Compliance team is multicultural, bringing together professionals with diverse backgrounds and experience across tax
compliance, accounting, advisory, M&A, and tax operations in multiple jurisdictions. The team works in a complex and evolving tax
landscape and prides itself on being open-minded, collaborative, and committed to continuous learning and knowledge sharing.
The Tax Compliance team is responsible for managing EQT’s international tax compliance obligations globally across partnerships
and corporate entities associated with EQT’s investment funds, carried interest, and employee-related vehicles. The team also
supports investor tax reporting and allocation calculations and acts as a key point of contact for investors by responding to ad
hoc tax-related inquiries.
To deliver on these responsibilities, the team collects, reviews, and analyses large volumes of data, leveraging tax technology
solutions and proprietary in-house systems to automate and streamline processes in coordination with external service providers.
The team works closely with internal stakeholders, including fund controllers and portfolio managers, as well as external
advisors.
ABOUT THE ROLE
KEY RESPONSIBILITIES AND TASKS
* Support fund tax reporting processes end-to-end, from data collection to final reporting, across a global investment fund
platform, particularly in Luxembourg, the UK, the Netherlands, Germany, the US, and other jurisdictions.
* Review a wide range of tax deliverables for direct and indirect tax prepared by a variety of external service providers.
* Support the regular and timely calculation and distribution of investor tax reporting.
* Help to ensure proper, up-to-date local and international tax documentation and tax filings of our investment funds across all
business lines including Private Capital and Real Assets.
* Participate in weekly meetings with external service providers, ensuring quality, accuracy, and adherence to timelines.
* Collaborate and provide support on fund tax-specific and firm-wide local and cross-border projects.
* Demonstrate strong written and verbal communication skills in English, with the ability to correspond directly with external
service providers and internal stakeholders across multiple jurisdictions.
* Support and contribute to the continuous improvement of high-volume, data-intensive tax processes, leveraging systems,
automation, and analytics tools to enhance efficiency, accuracy, and scalability of tax reporting.
* Contribute to tax process improvements initiatives, including identifying automation, system enhancement, and digitalisation
opportunities, partnering with tax technology teams to design and implement effective solutions.
* Coordinate tax correspondence, compliance communications, and related documentation, including interactions with authorities
and oversight of standard filings.
* Support process optimisation initiatives, including the implementation of AI-enabled tools, while maintaining efficient
document workflows and ensuring approval of tax-related invoices in line with procedures and budgets.
ABOUT YOU
We are looking for a highly organized individual with excellent analytical and communication skills who thrives in a dynamic,
fast-paced environment.
KEY SKILLS AND EXPERIENCE
* Master’s degree or equivalent professional experience.
* A minimum of 2-3 years of relevant work experience ideally within a Big Four tax compliance or tax advisory team, or in a
comparable in-house or advisory environment.
* Good knowledge of the international tax environment and tax principles, with previous experience in tax compliance aspects.
* Knowledge of accounting standards is considered a plus.
* Demonstrates an efficient, well-organised, and independent professional attitude, with strong communication and interpersonal
skills, and the ability to prioritise and manage multiple tasks in a flexible and dynamic environment.
* Strong organisational and multitasking skills with exceptional attention to detail.
* Proficiency in Microsoft Office Suite and familiarity with process management tools.
* Interest in technology-driven solutions and tax transformation, including data analytics tools (SQL, Python, PowerBI),
automation, and emerging technologies (such as AI), and a willingness to actively apply them to improve tax compliance and
reporting processes, is a plus.
* Previous experience with project management; data management and process improvements is considered a plus.
* Fluent in English, both spoken and written.
What Sets You Apart
* Quality-driven and structured with attention to detail, yet service-minded with a ‘can-do’ attitude and the ability to stay one
step ahead.
* Demonstrates strong motivation, a willingness to learn, and a drive for high-quality delivery. A person who walks the extra
mile and wants to deliver high quality.
* Professional work attitude, high work ethic and high energy level.
* Is well structured and has a strong ability to plan their own work.
* Collaborative team player who builds effective relationships across teams, fosters a culture of learning and knowledge sharing,
and brings strong motivation, intellectual curiosity, and a continuous improvement mindset.
WHAT WE OFFER
* A unique role with exposure to a broad range of tax compliance and reporting activities.
* A position at the heart of a dynamic and successful private equity / venture capital firm.
* The opportunity to be part of an inspiring, multicultural team of professionals and to gain exposure to complex and
non-traditional structures.
* Great learning and development opportunities, including involvement in technology-driven initiatives and process innovation.
* The chance to work in an internationally operating company with a diverse and inclusive culture.
* Excellent primary and secondary employment terms.
Inclusion at EQT
Our vision for EQT employees is to build high performing & engaged teams. Our competitive edge comes from fostering an environment
where every individual feels valued, empowered, and motivated to drive business impact. Our commitment to inclusion is not just
about fairness; We understand and believe that being a great place to work drives the best performance.At EQT, inclusion is a
business imperative and it's embedded into our talent strategy, decision-making, and culture to ensure that every individual and
team operates at their full potential. By doing so, we unlock better collaboration, stronger innovation, and superior investment
outcomes.
About EQT
EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global
mindset, EQT has a track record of over three decades of developing companies across multiple geographies, sectors and strategies.
EQT has investment strategies covering all phases of a business’ development, from start-up to maturity. EQT has EUR 270 billion
in total assets under management (EUR 141 billion in fee-generating assets under management), within two business segments –
Private Capital and Real Assets.
With its roots in the Wallenberg family’s entrepreneurial mindset and philosophy of long-term ownership, EQT is guided by a set of
strong values and a distinct corporate culture. EQT manages and advises funds and vehicles that invest across the world with the
mission to future-proof companies, generate attractive returns and make a positive impact with everything EQT does. EQT has
offices in more than 25 countries across Europe, Asia and the Americas and has more than 1,900 employees.
More info: www.eqtgroup.com
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