Full-Time

Tax Manager

Posted on 11/20/2024

Jerry

Jerry

201-500 employees

Digital platform for car insurance and services

Automotive & Transportation
Fintech

Senior

Oakland, CA, USA

Category
Financial Accounting
Tax Accounting
Accounting
Required Skills
NetSuite
Requirements
  • Bachelor’s degree in Accounting or Tax required, Master’s degree in Taxation preferred
  • 7+ years of relevant tax experience - a mix of public practice at big four firms and industry is strongly preferred
  • CPA preferred
  • Experience with IPO readiness strongly preferred
  • Strong attention to detail and organizational skills
  • Strong verbal and written communication skills
  • Strong problem solving skills in a fast paced dynamic environment
  • Experience with tax softwares and Netsuite (preferred)
Responsibilities
  • Manage the domestic tax operations, including maintenance of various federal and state tax accounts, annual filings and payments, in collaboration with external tax advisor
  • Manage the international tax operations, including areas of corporate income tax, GST/HST, and transfer pricing matters, in collaboration with external tax advisor
  • Manage the tax aspect of month end closes, including tax accrual, reconciliations and analysis
  • Lead the tax provision process for annual reporting, the tax aspect of financial audits and prepare tax-related financial disclosures.
  • Implement and manage sales tax by state as applicable and required for various revenue operations
  • Stay up-to-date with tax legislation and ensure the company's compliance with all tax laws and regulations.
  • Provide research and guidance on complex tax issues, and new applicable tax topics for the company’s business transactions, including NOL utilization, sales taxes for SaaS, etc.
  • Implement tax planning strategies to minimize tax liabilities and support the company's financial goals, including optimizing the company’s state tax exposures and footprint.
  • Assist legal and people team on annual filings, and census surveys that require inputs on company’s financial performance and financial positions
  • Assist with general accounting operations as needed from time to time

Jerry is a digital platform that enhances the car ownership experience by helping users manage their car-related expenses. The AllCar™ App allows users to compare insurance policies, refinance car loans, and monitor repair costs, while also rewarding good driving habits. Unlike competitors, Jerry offers a user-friendly interface that simplifies switching insurance providers and has helped users save up to $300 per month. The goal is to provide a comprehensive tool for car owners to save money and manage their vehicles efficiently.

Company Stage

Series C

Total Funding

$222.8M

Headquarters

Palo Alto, California

Founded

2017

Growth & Insights
Headcount

6 month growth

4%

1 year growth

7%

2 year growth

6%
Simplify Jobs

Simplify's Take

What believers are saying

  • Jerry's significant funding of $242 million, including a recent $110 million round, positions it well for rapid growth and expansion of services.
  • The app has a proven track record of helping users save up to $300 per month on insurance, which can drive high user satisfaction and retention.
  • The addition of new features like GarageGuard™ and DriveShield™ demonstrates Jerry's commitment to continuous innovation and enhancing user experience.

What critics are saying

  • The crowded market for car-related services means Jerry must continuously innovate to stay ahead of competitors.
  • Reliance on commissions and referral fees from insurance companies and loan providers could be a vulnerability if these partnerships face disruptions.

What makes Jerry unique

  • Jerry's AllCar™ App offers a comprehensive suite of services including insurance comparison, loan refinancing, and car service reminders, unlike competitors who may focus on just one aspect of car ownership.
  • The app's ability to handle all paperwork for switching insurance providers sets it apart by significantly reducing user hassle.
  • Jerry's recent introduction of features like GarageGuard™ and DriveShield™ further enhances its value proposition by providing cost details on maintenance and repairs, and offering discounts through a network of participating auto service providers.

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Benefits

401K / Retirement Plan

Performance Bonus

Dental Insurance

Health & Wellness Package

Paid Time Off