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Senior Indirect Tax Associate

United States 118800.00 - 162000.00 USD / Year · Job Posted June 09, 2026
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Job Description

We enable Plaid’s sustainable growth by providing financial insights and raising capital to invest in our business. We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Tax team is responsible for overseeing and managing all tax-related matters for Plaid. This includes ensuring income and indirect compliance with federal, state, local and international tax regulations, managing indirect tax accruals such as sales and use tax, property tax, and other non-income tax matters. This team also handles the preparation and filing of corporate income tax returns, manage the quarterly tax provision process (including FIN18 provisions), and handle estimated tax filings and payments. As a Senior Indirect Tax Associate, you will focus specifically on Plaid’s US and worldwide indirect tax matters. You thrive in a a fast-paced environment and are a proactive problem solver who wants to contribute to the success of the company. You'll be an integral part of a growing, multi-national company with room to learn and grow constantly, supported by the team and leadership every step of the way.

Job Responsibility

  • Manage U.S. and EU indirect tax compliance to ensure accurate and timely filing of tax returns and payments
  • Prepare monthly account reconciliations for sales & use tax and other non-income tax accounts to ensure accuracy
  • Assist on indirect tax audits and reviews through data collection and research support
  • Provide indirect tax support, including customer invoice and contract inquiries, exemption certificate reviews, and tax determination in accordance with applicable tax regulations
  • Maintain Plaid’s ASC 450 positions and reserves, including the documentation and calculations
  • Monitor tax changes and legislative tax updates. Perform research and analysis, and apply tax laws to support technical positions related to the Company’s business transactions and clearly communicate and document findings
  • Support the tax technology roadmap, including assistance with testing, ensuring our tax engine is configured properly, and developing reporting requirements
  • Partner with cross functional teams throughout the company to understand the tax impact of business operations and ensure tax needs are identified, considered and communicated
  • Collaborate on the development of internal controls and tax automation processes to streamline tax return preparation and ensure efficient operations

Requirements

  • 4+ years of experience in U.S. indirect tax with a strong technical background and detailed understanding of the application of sales tax principles to technology businesses
  • Big 4 experience
  • Proven U.S. indirect tax technical expertise, including sales and use tax in a technology company environment
  • Strong project management, organizational, and problem-solving skills, with the ability to thrive in a fast-paced environment and manage competing priorities
  • Self-starter with high ownership, intellectual curiosity, and a track record of driving results independently
  • Strong cross-functional collaboration and communication skills, with the ability to explain complex tax matters to diverse stakeholders
  • Strong working knowledge of ASC 450 and commitment to accuracy, compliance, and attention to detail
  • Experience with sales and use tax software (e.g., Avalara, Fonoa, Anrok)

What we offer

  • equity
  • commission
  • medical
  • dental
  • vision
  • 401(k)

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