Key Responsibilities

Sales & Use Tax

• Manage the Avalara sales tax software engine and ensure accurate, timely filing of sales and use tax returns across all applicable US jurisdictions.

• Reconcile monthly US sales and use tax data from Avalara to the General Ledger (NetSuite).

• Reconcile monthly sales tax payable accounts to the General Ledger.

• Prepare and file Canadian GST and PST sales tax returns.

• Assist with preparation of miscellaneous US non-income tax filings, including California Environmental Fee and Chicago Lease Tax payment compliance.

• Partner with the Accounts Receivable team to manage exemption certificate requests.

• Prepare monthly reconciliations of various sales and use tax accounts utilizing FloQast.

• Prepare quarterly FAS 5 reserve accruals.

• Respond to US indirect tax notices and manage resolution workflows.

• Provide sales tax guidance to internal business teams regarding tax implications on transactions.

• Assist with tax audits and special projects as requested.

India Tax

• Review monthly transfer pricing computations and issue corresponding intercompany invoices.

• Review monthly income tax accruals.

• Review quarterly GST ETD workings in collaboration with the India accounting team.

Qualifications

Required

• Bachelor’s degree in accounting, Finance, or a related field.

• 2+ years of experience in sales and use tax compliance.

• Experience with tax preparation software and ERP systems.

• Advanced proficiency in Microsoft Excel for data analysis and reconciliation.

• Excellent communication, problem-solving, and analytical skills.

• Strong attention to detail with the ability to meet deadlines in a fast-paced environment.

Preferred

• Hands-on experience with Avalara and NetSuite.
• Familiarity with SaaS sales tax regulations.
• Prior experience supporting sales and use tax audits

What We Offer

• Opportunity to work in a dynamic, global fintech environment.
• Exposure to multi-jurisdictional tax compliance across the US, Canada, and India.

• Collaborative team culture with opportunities for professional growth.

InvestCloud is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.