Job Overview
This role will report to the Head of Tax. This position will perform a wide variety of tax related duties to help support and execute on all direct and indirect taxes applicable to the company.
Responsibilities:
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Prepare work papers for and prepare or review federal, state, and foreign direct and indirect tax returns.
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Prepare partnership allocation calculations.
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Compute, monitor, and submit estimated and other tax payments.
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Contribute to the monthly, quarterly, and annual close processes to reconcile and support various pretax and income tax balances.
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Prepare or review monthly/quarterly tax related journal entries.
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Prepare global tax provisions in accordance with ASC 740, including SEC financial statement disclosures.
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Perform and document tax processes for SOX purposes.
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Research and document items for tax return and financial reporting purposes.
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Reconcile and monitor global indirect tax balances and ensure tax returns are filed appropriately, accurately, and on time.
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Maintain and update client information related to indirect tax, such as exemption certificates.
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Participate in the preparation and documentation of various annual tax projects, such as global transfer pricing documentation and R&D tax credits.
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Monitor tax department obligations and support compliance with various taxes, such as property taxes, rent taxes, etc…
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Triage and resolve tax notices.
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Own various ad hoc projects, as needed.
Requirements:
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Bachelor’s degree in Accounting or other related certification, such as a CPA license.
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Minimum 2 years relevant work experience.
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Ability to independently resolve problems where analysis requires in-depth evaluation of several factors.
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Experience with Up-C structures, partnerships, and/or Tax Receivable Agreements a plus.
What we offer:
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Business casual atmosphere in a flexible working environment
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Team focused culture that promotes innovation and ownership
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Access cutting edge investment reporting technology and expertise
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Defined and undefined career pathways allowing you to grow your own way
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Competitive medical, dental, vision, and life insurance benefits
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Maternity and paternity leave
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Personal Time Off and Volunteer Time Off to give back to the community
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RSUs as well as employee stock purchase plan and 401k with match
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Work from anywhere 3 weeks out of the year
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Work from home Fridays
What We Do
Clearwater Analytics is the leading provider of web-based investment portfolio accounting, reporting, and reconciliation services for institutional investors at thousands of organizations.
Clearwater aggregates, reconciles, and reports on more than $5.5 trillion in assets across thousands of accounts daily. Our clients include corporate treasuries, insurance companies, investment managers, banks, governments, and other institutional investors both in the United States and worldwide.
For more than a decade, we have leveraged web-based software and world-class client service to help clients such as American Family Insurance, Arch Capital, C.V. Starr & Co., Cisco, Facebook, Oracle, Selective Insurance, Sirius Group, Sompo International, Starbucks, WellCare Health Plans, Wilton Re, and many others, streamline their investment and accounting operations. Clearwater also works with hundreds of custodians, investment managers, dealers/brokers, and electronic trading portals who offer Clearwater to their many clients.
With global headquarters in Boise, Idaho, and offices in Edinburgh, London, New Delhi, New York, and Singapore, Clearwater sets the new global standard for investment portfolio reporting.
