Remote - Tax Manager

About Baubap
We are a fast-growing, Mexican fintech startup with the mission to become the bridge to people's financial freedom through technology.
We are providing microloans to people in financial need through a fast and efficient process, always treating them with the respect and dignity they deserve.
Our long-term vision is to be the most inclusive digital bank in LATAM with more than 2.5 million clients.

About the role

To uphold Baubap's commitment to integrity and excellence, the Tax Manager will ensure full compliance with all tax obligations, including corporate taxes, VAT, payroll taxes, and other applicable regulations. This individual will provide expert guidance on complex tax-related matters, serve as a key advisor for strategic decision-making, and work collaboratively with external auditors and advisors.

The role also involves spearheading the automation of tax return calculations, periodic tax reports, and real-time tax management tools to improve efficiency and reduce risks. In addition to ensuring compliance, the Tax Manager will proactively identify tax-saving opportunities, mitigate risks, and align tax strategies with Baubap's financial and operational goals.

Through these efforts, the Tax Manager will safeguard Baubap's financial health, foster sustainable growth, and champion a culture of precision, innovation, and accountability in all tax-related processes.

Outcomes:

• Achieve near-zero tax penalties by ensuring robust processes for compliance with all tax-related obligations, including regular audits and proactive error detection.

• Take full ownership of evaluating and approving the tax treatment of the company’s core products and transactions, ensuring alignment with local and international regulations.

• Develop and execute tax-saving strategies that minimize the company’s tax burden while supporting sustainable growth and scalability.

• Implement tools and processes to automate tax return calculations and periodic reporting, improving accuracy and reducing manual workload by at least 30%.

• Build and maintain a comprehensive tax risk framework to address potential compliance, operational, and reputational risks.

• Establish and document internal tax policies and procedures to ensure consistency and clarity across all financial operations.

• Act as a trusted advisor to finance, legal, and operations teams, ensuring that tax implications are considered in all major decisions.

• Deliver insightful tax reporting and analysis to leadership, highlighting trends, risks, and opportunities for optimization.

• Stay ahead of evolving tax laws and regulations to adjust strategies and ensure compliance.

• Lead and manage external tax audits or inquiries, ensuring smooth communication with authorities and positive outcomes.

• Identify tax credits, incentives, and deductions that can reduce the company’s overall financial obligations without compromising compliance.

• For future international expansion, establish tax strategies and compliance frameworks to navigate multi-jurisdictional complexities.

Day-to-day:

• Tax Return Preparation: Analyze accounting and financial data to prepare accurate and timely tax returns across all applicable jurisdictions.
• Tax Authority Requests: Provide timely and detailed responses to tax authority inquiries, ensuring clarity and compliance with regulations.
• ERP Implementation: Collaborate with the finance and IT teams to ensure smooth implementation of tax-related functionalities within Baubap’s ERP system, including setting up tax codes, workflows, and reporting features.
• Compliance Monitoring: Oversee compliance with all tax requirements, including filings, payments, and ongoing assessments of changing regulations.
• Tax Advisory: Provide tax opinions and sign-offs for relevant changes to existing products, new product launches, or commercial strategies, ensuring alignment with regulatory requirements.
• Stakeholder Support: Offer proactive tax guidance to internal stakeholders, including leadership and cross-functional teams, to support decision-making.
• SOFIPO Transition Support: Address tax-related requirements and adjustments during the process of obtaining the SOFIPO license, including handling transactions that require regulatory approval.
• Audit Management: Lead internal and external tax audits, preparing necessary documentation and acting as the primary contact for tax authorities during audit processes.
• Risk Mitigation: Identify potential tax risks in business operations and develop strategies to mitigate them effectively.
• Tax Strategy Implementation: Execute strategic tax planning initiatives to optimize the company’s tax obligations while ensuring full compliance.
• Automation and Process Improvement: Continuously improve tax-related processes by implementing automation solutions, reducing manual workload, and increasing reporting accuracy.
• Documentation and Reporting: Maintain thorough documentation of tax processes, policies, and decisions, and provide regular reports to leadership on tax-related matters.
• Cross-Functional Collaboration: Work closely with the finance, legal, and operations teams to align tax practices with broader business objectives.
• Training and Development: Train relevant teams on tax processes, changes in regulations, and best practices to enhance organizational understanding of tax compliance.
• Reconciliation: Ensure accurate reconciliation of tax accounts to avoid discrepancies and penalties.
• Policy Development: Develop and update internal tax policies and procedures, keeping them in line with evolving tax regulations.
• Credit and Incentive Utilization: Identify and apply for available tax credits, incentives, or grants to minimize the company’s tax burden.
• International Taxation (if applicable): Address cross-border tax issues, including VAT, withholding taxes, or transfer pricing, as part of Baubap’s potential future expansion.
• Data Management: Ensure that tax-related data is secure, organized, and accessible for internal and external use.

Why you should apply:

• Proven experience managing tax compliance within financial entities, such as SOFOMs, SOFIPOs, or similar institutions.
• College degree in Accounting, Tax Law, or a related field; additional certifications like CPA, Tax Law Specialization, or equivalent are a plus.
• Strong understanding of local tax regulations, particularly those relevant to financial entities and fintech operations in Mexico (e.g., ISR, IVA, IDE).
• Ability to perform effectively under high-pressure situations, such as tight deadlines or interactions with tax authorities.
• Excellent verbal and written communication skills to explain complex tax-related matters in an understandable and actionable way for non-specialist stakeholders.
• Demonstrated ability to analyze complex tax scenarios and offer creative, compliant solutions.
• Familiarity with tax-related software and ERPs (e.g., SAP, Oracle, or QuickBooks), including experience automating tax calculations and filings.
• Exceptional attention to detail to ensure accuracy in tax filings, reports, and reconciliations.
• Hands-on experience managing internal or external tax audits, including preparation, response, and negotiation.
• Fluency in Spanish and English to navigate local tax requirements and communicate with international stakeholders.
• Proactively stays updated on changes in tax legislation and their implications for financial entities.
• Experience in tax planning and optimization strategies that align with business goals and minimize tax liabilities.
• Familiarity with licensing requirements for financial entities (e.g., transitioning from SOFOM to SOFIPO) and their tax implications.
• High level of integrity and commitment to maintaining ethical compliance with tax laws and regulations.
• Strong analytical and numerical abilities to interpret financial data and ensure accurate reporting.
• Ability to work collaboratively with cross-functional teams, including finance, legal, and operation.

What we can offer:

• Being part of a multinational, highly driven team of professionals.
• Flexible and remote working environment.
• High level of ownership and independence.
• 20 vacation days / year.
• 1 month (proportional) of Christmas bonus.
• Health & Life insurance.
• Competitive salary.