Clio
is more than just a tech company–we are a global leader that is transforming the legal experience for all by
bettering the lives of legal professionals
while
increasing access to justice
.
Summary:
We’re looking for a Senior Manager, Tax to join our Finance team. This role is for someone who is a strategic and analytical thinker that takes pride in the quality of their work. They are comfortable with ambiguity; can operate effectively with little direction and take initiatives to improve processes. Someone who thrives in a fast-paced, ever-changing environment while meeting strict deadlines. A quick learner and adaptable to a dynamic environment. Comfortable doing whatever it takes to get the job done. This role is available to candidates in Canada and the USA.
What your team does:
Our Finance team is hyper-focused on becoming one of the most high performing teams in the world. That means we work hard, play for keeps, and dedicate ourselves to making sure #TeamMoney thrives as we scale. You will be joining a high performing and hard-working team that values having fun at work. We strive to meet our deadlines, but as with all accountants - we worship balance as well. Your position will be an integral part of the team.
We’re expanding quickly and are seeking a Senior Manager, Tax to support our global tax compliance. You’ll be working with a team that values excellence and initiative. We reward people who work hard, and we’re looking for people who are passionate about creating impactful, world-class systems and processes.
What you’ll work on:
Lead Clio’s global income tax compliance, focusing on Canada, USA, and Ireland, ensuring timely and accurate preparation and filing of tax returns in compliance with local tax laws and regulations.
Lead Clio’s global indirect tax compliance, focusing on Canada, USA, the European Union, and the United Kingdom, ensuring compliance with local indirect tax requirements, including sales tax, GST, and VAT. In addition, Design and lead global indirect tax recovery initiatives, identifying opportunities to recover overpaid taxes and implementing effective, scalable processes.
Act as Clio’s subject matter expert on taxation requirements and lead process improvement and change management projects, overseeing the implementation, communication, and training for internal stakeholders.
Develop and implement tax strategies to optimize the company's overall tax position, including identifying tax planning opportunities and ensuring tax efficiency in domestic and international operations.
Design and maintain Clio’s global transfer pricing regime, ensuring compliance with transfer pricing regulations and guidelines, while finding opportunities to optimize our global effective tax rate.
Manage the company's global Research & Development (R&D) tax credit application processes, collaborating with external advisors and internal engineering teams to maximize R&D tax incentives.
Serve as the primary point of contact for external tax advisors, government auditors, and financial auditors, maintaining effective relationships and managing all taxation-related inquiries and audits.
Provide expert advice to the business on the tax implications of strategic and operational decisions, including mergers and acquisitions, cross-border transactions, and international expansions.
Prepare documentation and memos to support Clio’s tax positions and amounts filed, ensuring compliance with tax laws and regulations.
Conducting tax research and staying updated on changes in tax laws, regulations, and rulings that may impact the company's tax positions and compliance requirements.
Manage the reconciliation of general ledger accounts and journal entries related to taxes, and oversee the preparation of financial statement tax notes under US GAAP.
Design and maintain internal controls over the income and indirect tax processes, ensuring the effectiveness of tax-related controls and compliance with internal policies and regulations.
What you may have:
Bachelor's degree in accounting, finance, or a related field. Advanced degree or professional certification (e.g., CPA, CMA) preferred.
Extensive experience in tax management, preferably within a large multinational company or public accounting firm.
In-depth knowledge of tax laws and regulations in Canada, USA, and the EU, with a focus on income tax and indirect tax.
Strong understanding of transfer pricing principles and regulations.
Experience managing tax compliance processes and working with external advisors and auditors.
Excellent analytical, problem-solving, and decision-making skills.
Strong project management and change management capabilities.
Excellent communication and interpersonal skills, with the ability to collaborate effectively with stakeholders at all levels of the organization.
Detail-oriented and highly organized, with the ability to handle multiple priorities and meet deadlines.
Knowledge of US GAAP tax accounting principles.
Ability to adapt to changing tax laws and regulations and stay up-to-date with industry trends and best practices.
Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility
Our team shows up as their authentic selves, and are united by our mission. We are dedicated to
diversity, equity and inclusion
. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.
Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.
Learn more about our culture at
clio.com/careers
