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Sr. Tax Manager
Sr. Tax ManagerAppFolio • Santa Barbara, CA, United States
Sr. Tax Manager

Sr. Tax Manager

AppFolio • Santa Barbara, CA, United States
6 days ago
Job type
  • Full-time
Job description

Description

Hi, We're AppFolio

We're innovators, changemakers, and collaborators. We're more than just a software company - we're pioneers in cloud and AI who deliver magical experiences that make our customers' lives easier. We're revolutionizing how people do business in the real estate industry, and we want your ideas, enthusiasm, and passion to help us keep innovating.

If you welcome the opportunity to make an impact in a high-growth and collaborative environment, this may be the role for you! This position reports to the Director of Tax and is primarily responsible for overseeing day-to-day tax operations, managing and supporting all aspects of corporate tax compliance and reporting with key external and internal partners, including quarterly and annual consolidated income tax provisions and tax return filings, audits, business transactions, as well as compliance and cross-functional duties related to indirect taxes. You will serve as a true partner to drive changes and add value to the organization. Experience in the high technology industry is preferred.

Your impact

Tax Provision & Reporting :

  • Manage the quarterly and annual income tax provision process, including global effective tax rate calculations, current and deferred tax expense, provision-to-return true-up analysis, and evaluation of uncertain tax positions (FIN 48).
  • Prepare and review detailed analyses of deferred tax assets and liabilities, including assessment of valuation allowance requirements.
  • Develop tax memoranda, footnotes, and disclosures for both internal and external financial reporting.
  • Partner with the Controller's team to ensure the tax provision is fully integrated into the financial close process, including SOX controls and supporting documentation.

Compliance & Operations :

  • Manage income tax compliance processes, including the timely preparation and filing of all federal, state, and local tax returns in collaboration with external tax advisors.
  • Prepare and review quarterly federal and state estimated tax payments and extensions.
  • Support the annual R&D credit study, including review of related analyses and documentation.
  • Contribute to tax planning initiatives such as financial statement modeling, cash tax and effective tax rate forecasting, and transaction impact assessments.
  • Lead federal and state tax audits and responses to notices, advocating for the company's position and minimizing potential liabilities.
  • Oversee all phases of sales and use tax, property tax, and other indirect tax functions, including compliance, monthly financial reporting, reconciliations, and audits.
  • Advise cross-functional partners (Sales, Billing, and Operations) on indirect tax implications for new product offerings, go-to-market strategies, and issue resolution.
  • Maintain and manage tax engine software (Avalara) integrations with billing (Zuora) and ERP (NetSuite) systems, including oversight of tax code assignments for products and services.
  • Strategy, Process & Projects :

  • Support the purchase accounting and integration of acquired companies across tax provision, compliance, processes, and systems.
  • Research and document technical tax issues, assessing implications for the company's specific fact patterns.
  • Monitor changes in tax laws and regulations, coordinating assessments of potential impacts on the company.
  • Mentor and develop tax team members, fostering an environment of continuous learning and improvement.
  • Identify, implement, and document automation opportunities, tax technology enhancements, and scalable process improvements.
  • Qualifications

  • 8+ years of income tax compliance and financial reporting experience with a public accounting firm and / or corporate tax department.
  • Technical knowledge of U.S. income tax matters, ASC 740 - Income Taxes, and SEC disclosure standards, U.S. federal and state tax compliance, and relevant industry experience.
  • Collaborative mindset and ability to work effectively within a team.
  • Experience managing a positive relationship with external auditors and tax advisors.
  • Proven success in improving income tax accounting processes and driving efficiencies.
  • Proficient in Microsoft Office applications (including Excel), Alteryx, CCH, and Bloomberg research tools.
  • Experience with NetSuite and Avalara is highly desirable.
  • Must have

  • Bachelor's degree in Accounting or Finance required; Master's in Taxation and / or CPA preferred.
  • Strong written and verbal communication and organizational skills.
  • Strong analytical, interpersonal, and problem-solving skills with the ability to work cross-functionally and communicate findings in a precise and simple manner.
  • Excellent time management skills with the ability to manage multiple priorities independently in a fast-paced environment.
  • Self-motivation with high standards of integrity, ethics, and accountability.
  • Demonstrated ability to build and improve processes in a fast-paced environment.
  • Compensation & Benefits

    The base salary / hourly wage that we reasonably expect to pay for this role is : $152,000 to $190,000.

    The actual base salary / hourly wage for this role will be determined by a variety of factors, including but not limited to : the candidate's skills, education, experience, etc.

    Please note that base pay is one important aspect of a compelling Total Rewards package. The base pay range indicated here does not include any additional benefits or bonuses / commissions that you may be eligible for based on your role and / or employment type.

    Regular full-time employees are eligible for benefits - see here.

    #LI-MM1

    About AppFolio

    AppFolio is the technology leader powering the future of the real estate industry. Our innovative platform and trusted partnership enable our customers to connect communities, increase operational efficiency, and grow their business. For more information about AppFolio, visit appfolio.com.

    Why AppFolio

    Grow We enable a culture of high performance, where delivering results is recognized by opportunities for growth and compelling total rewards. Our challenging and meaningful work drive the growth of our business, and ourselves.

    Learn We partner with you to realize your potential by investing in you from the start. We're cultivating a team of big thinkers through coaching and mentorship with our best-in-class leaders, and giving you the time and tools to develop your skills.

    Impact We are creating a world where living in, investing in, managing, and supporting communities feels magical and effortless, freeing people to thrive. We do this by innovating with purpose while cultivating a culture of impact. We learn as much from each other as we do our customers and our communities.

    Connect We excel at hybrid work by fostering an environment that feels flexible, personal and connected, no matter where we are. We create space to fuel innovation and collaboration, and we come together to celebrate, connect, and succeed.

    Paddle as One.

    Learn more at appfolio.com / company / careers

    Statement of Equal Opportunity

    At AppFolio, we value diversity in backgrounds and perspectives and depend on it to drive our innovative culture. That's why we're a proud Equal Opportunity Employer, and we believe that our products, our teams, and our business are stronger because of it. This means that no matter what race, color, religion, sex, sexual orientation, gender identification, national origin, age, marital status, ancestry, physical or mental disability, or veteran status, you're always welcome at AppFolio.

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    Tax Manager • Santa Barbara, CA, United States

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