Senior Tax Specialist (Remote)

Job Title:
Senior Tax Specialist

Location:
Remote (with collaboration across global time zones)

Reports To:
VP of Global Tax

Overview:
SymphonyAI is a leading global enterprise AI SaaS company transforming industries through proven, predictive, and generative AI solutions. Serving Fortune 500 companies across Retail/CPG, Financial Services, Manufacturing, Media, and IT/Enterprise Service Management, we deliver measurable business outcomes through cutting-edge technology and deep domain expertise.
As a Senior Tax Specialist, you’ll play a pivotal role in our lean, collaborative tax department, taking ownership of a wide range of federal, state, and international tax matters and helping to drive organizational tax strategy and efficiency. This is a hands-on and high-visibility opportunity to shape processes, drive improvements, and potentially grow into a management role.

Please note: An active CPA license is required for this position.

Key Responsibilities:

Tax Compliance & Return Preparation

• Assist tax compliance service providers with preparation and filing of federal and state income tax returns, extensions, and payments
• Manage international tax components, including Forms 5471 and 8858, Section 987, and GILTI calculations
• Analyze and aggregate data to help compile the annual tax provision under ASC 740, including assessment of uncertain tax positions and contingencies under ASC 450
• Monitor and ensure compliance with all federal, state, and local tax obligations
• Resolve and respond to federal and state tax notices

Tax Planning & Analysis

• Analyze financial data to identify tax savings opportunities and efficiency improvements
• Provide strategic recommendations to minimize tax liabilities and optimize the organization’s overall tax position
• Assist in the preparation of annual tax forecasts and budgets
• Conduct research on complex tax issues and interpret evolving tax laws and regulations
• Stay current on industry trends and best practices in tax planning and compliance

Collaboration & Stakeholder Management

• Partner closely with the VP of Global Tax and cross-functional teams such as accounting, legal, and senior management
• Collaborate with tax and finance teams in Ireland, Portugal, India, and other geographies
• Interface with external auditors and tax authorities, providing documentation and addressing inquiries
• Gather financial information from various departments to support tax filings and analysis

Documentation & Process Improvement

• Maintain organized, comprehensive records of all tax-related documentation
• Create and maintain process memos for all tax functions
• Develop and implement internal controls to ensure accurate and compliant tax reporting
• Participate in automation initiatives to modernize and streamline tax processes

Risk Management

• Assess and mitigate tax-related risks across multiple jurisdictions
• Support efficient resolution of federal and state tax audits
• Ensure accurate reporting and proactively identify potential compliance issues

Required Skills & Qualifications:

• 5+ years of progressive tax experience with demonstrated ownership of complex projects
• Active CPA license
• Bachelor’s or Master’s degree in Finance, Accounting, or related field
• Proven experience preparing and filing federal and state income tax returns, extensions, and payments
• Strong working knowledge of ASC 740 (income tax provision) and ASC 450 (non-income tax provision)
• Hands-on experience with international tax components: Forms 5471 and 8858, Section 987, and GILTI
• Comprehensive understanding of federal, state, and local tax laws and regulations
• Excellent analytical, problem-solving, and research skills
• Strong organizational abilities to manage multiple projects independently
• Outstanding communication and collaboration skills with an extroverted, team-oriented personality
• Comfort working in a fully remote environment with distributed teams
• Attention to detail and ability to meet tight deadlines

Preferred Skills & Qualifications:

• Public accounting firm experience (Big 4 or National firm)
• Previous experience within a corporate finance department
• State and local tax (SALT) experience, including sales/use tax, property tax, business licenses, and registered agent fees
• Research & Development (R&D) tax credit experience
• NetSuite expertise
• Experience with or interest in tax automation and process improvement initiatives
• Broad tax background across multiple specialty areas
• Entrepreneurial, self-starting approach and technology-forward mindset
• Collaborative, outgoing personality suited to remote work and building relationships across time zones
• Ability to identify process automation opportunities and drive continuous improvement

Hybrid/On-site Requirements:
Remote (with collaboration across global time zones)

Diversity & Inclusion Statement:
We are committed to building a diverse and inclusive team and encourage candidates from all backgrounds to apply.

SymphonyAI is building the leading enterprise AI SaaS company for digital transformation across the most critical and resilient growth industries, including retail, consumer packaged goods, financial crime prevention, manufacturing, media, and IT service management. Since its founding in 2017, SymphonyAI today serves 1500+ Enterprise customers globally and has grown to 3,000 talented leaders, data scientists, and other professionals across over 30 countries.