Corporate Senior Tax Accountant
Updated on 8/28/2023

201-500 employees

Wealth management platform for investors & advisors
Company Overview
Addepar's mission is to create a more transparent financial system. The company provides wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions. By helping people achieve the best possible outcomes, Addepar aims to get more assets flowing into more impactful investments and ideas, benefiting our society as a whole.
New York, NY, USA
Experience Level
Desired Skills
Sales & Account Management
  • Confirmed experience working as a corporate tax accountant
  • In-depth knowledge of federal, state, and local tax regulations and their application to corporate entities
  • Strong analytical and problem-solving skills, with the ability to interpret complex tax laws and apply them to business scenarios
  • Proficiency in tax preparation software and financial accounting systems
  • Excellent attention to detail and accuracy in tax calculations and reporting
  • Effective communication skills, both verbal and written, to interact with internal teams, external auditors, and tax authorities
  • Ability to balance multiple priorities and meet deadlines in a fast-paced environment
  • Strong ethics and integrity, maintaining confidentiality and professionalism in handling sensitive tax information
  • Continuous learning approach to stay updated with changes in tax laws and regulations
  • 4 - 10 years of professional tax experience
  • Prepare and review sales tax and global VAT returns, ensuring compliance with international, federal, state, and local sales tax laws and regulations
  • Review international, federal, state, and local income tax returns prepared from our external tax advisors, ensuring compliance with applicable laws and regulations
  • Conduct sales tax research to interpret sophisticated tax laws, identify potential sales tax savings opportunities, and ensure sales tax compliance
  • Collaborate with cross-functional teams to gather vital financial data and information required for tax filings and audits
  • Assist in tax planning initiatives, including identifying tax optimization strategies, analyzing tax implications of business decisions, and recommending tax-efficient structures
  • Monitor tax laws, regulations, and rulings to assess their impact on the organization's tax position, particularly regarding R&D tax credits
  • Supervise and reconcile tax accounts, prepare tax accruals, and maintain tax-related documentation
  • Respond to domestic and international inquiries and correspondence from tax authorities, resolving any tax-related issues or disputes
  • Coordinate with external auditors, providing vital documentation and explanations
  • Collaborate with the finance and accounting teams to ensure accurate and timely recording of tax-related transactions and provisions
Desired Qualifications
  • Bachelor's degree in Accounting, Finance, or a related field. A Master's degree in Taxation or CPA qualification is a plus