About This Role

The Senior Manager, Tax and Treasury is a key management role within the Finance team, responsible for managing all aspects of tax compliance, strategy, and planning, as well as overseeing the company's treasury functions. This position will ensure that the company remains compliant with all tax laws (domestic and international), while also optimizing cash flow, managing liquidity, and mitigating financial risk. The Senior Manager will oversee interactions with external tax professionals and auditors to ensure tax-related audit procedures are completed in a timely & efficient manner, and coordinate with outside service providers on international tax compliance. They will work closely with senior leadership and cross-functional teams to drive financial strategy and business operations in a complex global regulatory environment.

Key Responsibilities

Tax Management:

• Tax Compliance & Reporting: Coordinate and manage the preparation of federal, state, and international tax filings for the organization, ensuring timely and accurate tax returns and documentation. A combination of in-house and outsourced activities.
• Tax Planning & Strategy: Develop and execute global tax strategies that optimize the company’s tax position including expansion into new jurisdictions, with a focus on minimizing liabilities and ensuring compliance with US and foreign tax law. Responsibilities also include support for M&A activities relating to taxation.
• Transfer Pricing: Lead transfer pricing initiatives and projects in the context of the company's growing business, and develop methodologies and policies to integrate transfer pricing tax requirements to guide the business in managing risk.

• Tax Credits: Coordinate and manage R&D credit study (internally and externally driven) to qualify for R&D tax credit.

• Indirect Transactional Taxes: Lead the preparation and filing of various indirect taxes, including sales & use, VAT, GST, property, franchise, business, and other relevant taxes.
• Tax Provisioning: Lead the preparation of quarterly and annual tax provisions in accordance with US GAAP ASC 740 (or relevant accounting standards), ensuring accurate reporting for SEC-filed financial statements.
• Financial Reporting: Coordinate and manage the preparation of quarterly and annual income tax provisions in accordance with ASC 740 (or relevant accounting standards), ensuring accurate reporting for SEC filed financial statements.
• Audit and Internal Control Support: Coordinate with external auditors and tax advisors to manage tax audits and disputes, providing necessary documentation and support to resolve issues efficiently. Establish and maintain internal controls over financial reporting (i.e., SOX 404) to ensure compliance with established policies and procedures.
• Tax Risk Management: Identify potential tax risks and opportunities for the business, ensuring that proper controls are in place and providing recommendations for risk mitigation.

Treasury Management:

• Cash Flow & Liquidity Management: Oversee day-to-day treasury operations, including managing company liquidity and bank relationships to optimize working capital. Assist and support in cash reporting and forecasting activities.
• Debt & Financing: Manage the company’s debt structure, including planning, issuing, and servicing debt. Assist with the analysis and execution of capital raising strategies, including debt and equity transactions.
• Cash Management & Banking Relationships: Maintain and optimize relationships with banking partners, including negotiating fees, services, and managing cash balances to ensure effective cash utilization.
• Investments: Oversee the company’s investment strategies, including cash reserves and short-term and longer-term investments. Review quality of investments and provide routine reporting to senior leadership.
• Treasury Operations & Reporting: Ensure the accuracy of treasury reports and metrics, tracking all financial transactions related to treasury operations, debt, and investments.

Cross-functional Collaboration & Leadership:

• Business Partnership: Work closely with senior management, FP&A, accounting, legal, and business units to align tax and treasury activities with the company’s financial strategy and operational needs.
• Regulatory Compliance: Stay abreast of changes in tax and financial regulations, ensuring company policies and practices are in compliance with all federal, state, and international laws.
• Leadership & Development: Manage and mentor a team of tax and treasury professionals, providing guidance and fostering a collaborative and high-performance culture.

Qualifications:

• Bachelor's degree in Accounting, Finance, Economics, or a related field. CPA, CMA, CFA, or advanced degree (e.g., Master’s in Taxation or Finance) preferred.
• 8 to 10 years (10 to 12 years is preferred) experience in tax, with a combination of public and private. If experience in private, with at least 3 to 5 years in a management role at a public company or similar-sized organization.
• Strong technical knowledge and practical experience with U.S. and international tax laws, financial regulations, and treasury management practices for a multinational corporation.
• Experience with tax compliance and reporting for public companies, including tax provisions (ASC 740), SEC filings, and Sarbanes-Oxley requirements.
• Proven track record of managing cash flow, liquidity, debt, and risk management in a complex corporate environment.
• Strong leadership skills and the ability to work effectively with senior executives, external advisors, and cross-functional teams.
• Excellent analytical, communication, and interpersonal skills. Sound judgment and ability to provide recommendations regarding policy and strategy.
• Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with tax and treasury management software.

Preferred Skills:

• Experience with multinational tax strategies, transfer pricing, and global tax compliance.
• Practical experience with international tax computations such as GILTI, Subpart F, etc.
• Experience in treasury systems, cash forecasting tools, enterprise resource planning (ERP) software.
• Knowledge of debt financing, capital markets, and investor relations for publicly traded companies.

What's In It For You

This is a regular full-time position with competitive compensation package, excellent benefits including medical, dental, and vision insurances (all of which start on your first day), health savings account employer contributions (when enrolled in high deductible medical plan), cafeteria plan pre-taxed benefits (FSA, dependent care FSA, commute reimbursement accounts), travel reimbursement for medical care, noncontributory basic life insurance & short/ long term disability. Additionally, we offer:

• emotional health support for you and your loved ones
• legal / financial / identity theft/ pet and child referral assistance
• paid parental leave, paid holidays, travel assistance for personal trips and PTO!

iRhythm also provides additional benefits including 401(k) (with company match), an Employee Stock Purchase Plan, pet insurance discount, unlimited amount of Linked In Learning classes and so much more! 

FLSA Status: Exempt

#LI-SB-1

#LI-Remote

** Remote Opportunity **

Position Summary

We are seeking an experienced Senior Tax Manager / Tax Manager, reporting to a Tax Director, to prepare the global tax provision and assist in the management of our US income tax compliance.

The preparation of the global tax provision will include developing and implementing global tax accounting workpapers and processes in order to efficiently prepare the interim and annual global tax provision.  The ideal candidate will have excellent communication and project management skills, the ability to work well with various business partners and functions and be highly organized with the ability to pay close attention to detail.  This role will also assist with US income tax compliance including designing and implementing tax efficient workpapers, managing third party service providers, and ensuring we are filing in all relevant jurisdictions.

Primary Responsibilities:

• Preparation of the quarterly and annual tax provision under ASC 740 including financial statement disclosures
• Manage and oversee various aspects of corporate income tax compliance prepared by a third-party provider
• Prepare technical tax research and compliance memos and clearly communicate technical concepts to various users
• Develop, implement and maintain tax accounting controls and SOX 404 documentation
• Support process improvement initiatives to increase overall efficiency of the tax accounting process
• Research various income tax accounting matters and determine impact of new accounting standards and tax legislation on the tax provision calculation
• Support tax audits as necessary
• Assist with the day-to-day tax operations and the compliance obligations of our growing business
• Partner with business leaders, tax, finance, treasury, legal, and external advisers on various business initiatives and tax planning

 Knowledge and Skill Requirements:

• 8 yrs+ general tax experience with significant experience with the preparation of a global tax provision
• Strong technical knowledge and practical experience dealing with U.S. corporate income tax issues for a multinational corporation
• Strong understanding of ASC 740 Accounting for Income Taxes
• Preferred but not required – practical experience with international tax computations such as GILTI, Subpart, FTC, etc
• Preferred but not required – familiarity with transfer pricing concepts
• CPA License and/or Masters in Taxation
• Expert excel skills and some experience with provision or compliance software
• Detail oriented with ability to be flexible, learn new things, multi-task, prioritize, and meet deadlines
• Sound judgment and ability to provide recommendations regarding policy and strategy
• Strong accounting, analytical, and communication skills

Visa sponsorship is not offered for this role.

????London, Cardiff or UK Remote | ???? £65,000 - £77,500 + Benefits | Hear from the team ✨

⭐ Our Finance team

We're looking for a hands-on, detail-oriented and proactive Employment Tax Manager to support the Tax team at Monzo, and our wider Finance team.

You’ll be joining our Tax Team and will be reporting into our Employment Tax Senior Manager. 

You’ll be working across Employment Tax, Global Mobility and Reward matters, in the UK, US and Europe. This role offers an exciting opportunity to manage a key area of our tax strategy and work closely with diverse teams across the business. 

???? You’ll play a key role by…

• Assisting the business with employment tax advice on an adhoc basis. For example, you’ll advise on: (i) the operation of PAYE and NIC on payments, expenses and benefits provided to employees, (ii) the tax treatment of reward packages (including equity incentives), and (iii) tax issues related to global mobility.
• Managing our employment tax reporting obligations, including our ERS reporting, STBV reporting, PAYE Settlement Agreement and Form P11D. 
• Owning our employment tax processes to ensure we’re fully compliant with our obligations, including IR35 and SAO. 
• Reviewing and improving internal processes and systems to ensure our tax obligations are met, as well as owning the design and implementation of new processes required by Monzo due to recent growth.
• Staying current with tax laws, regulations, and case law affecting employment tax, global mobility and reward.
• Collaborating with internal stakeholders, including the People team and Finance, to support business initiatives from a tax perspective.

???? We’d love to hear from you if...

• You’re a qualified accountant and/or qualified tax advisor.
• You have experience working in either Employment Tax, Global Mobility or Reward and are keen to broaden your knowledge and work across all three areas. 
• You’re comfortable working relatively autonomously.
• You’re energetic and are hands-on with your work, tackling whatever needs doing to make things happen. 
• You have an eye for detail and enjoy working methodically through processes.
• What we’re doing at Monzo excites you!

????What’s in it for you

????£65,000 - £77,500 ➕ share options

????This role can be based in our London or Cardiff offices, but we're open to distributed working within the UK (with ad hoc meetings in London) 

⏰ We offer flexible working hours and trust you to work enough hours to do your job well, and at times that suit you and your team. 

???? £1,000 learning budget each year to use on books, training courses and conferences.

???? We will set you up to work from home; all employees are given Macbooks and for fully remote workers we will provide extra support for your work-from-home setup. 

➕ Plus lots more! Read our full list of benefits.

????The application journey has 4 key steps:

- Phone call with Recruiter (30 mins)
- Initial video call with hiring manager (30 min)
- Technical video interview with hiring manager and stakeholder (45 min)
- Behavioural video interview with finance team (45 min)

Our average process takes around 3-4 weeks but we will always work around your availability. You will have the chance to speak to our recruitment team at various points during your process but if you do have any specific questions ahead of this please contact us on business-hiring@monzo.com

We’ll only close this role once we have enough applications for the next stage. Please submit your application as soon as possible to make sure you don’t miss out.

#LI-NZ1 #LI-Remote

This role is fully remote based in the US; we put a location because some job boards require it

The Role

Your Impact as the Tax Manager

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Benefits

• ???? Remote Work: With flexibility as a core value, and over three-quarters of the team working remotely, Kasa employees are able to work from anywhere!

• ✈ Kasa Travel Credit: We love to travel! Kasa employees get an allowance of free stays with us in any of our locations, plus a discount on any night for friends and family.

• ???? The Pay: The starting base pay range is set based on multiple considerations including business needs, market demands, talent availability, experience, and unique skills and attributes. The base pay range is subject to change and may be modified in the future. This role may also be eligible for equity, bonus, perks, benefits, and Kasa Travel Credits.

• ???? Generous Stock Option Plan: At Kasa, our compensation philosophy is to offer a total compensation package that over-indexes on equity to encourage our team to think like owners (by being owners) and benefit from the growth in value that our collective hard work creates. 

• ???? Flexible PTO: Full-time exempt Kasa employees are encouraged to take time off as they need and see fit, ensuring that it’s not disruptive to their work.

• ???? Cell phone reimbursement: We reimburse a portion of your monthly cell phone bill to say thanks for using your personal phone during the workday.

• ???? 401(k) Plan: As you invest in yourself and your future, Kasa invests in you too: we match 100% of the first 2% of deferred salary, and 50% of the next 2%.

• ???? Health Coverage: We’ve invested in comprehensive health insurance options to help when you need it most, including a company-sponsored plan with fertility coverage.

• ⭐ Other Perks: Qualifying full-time roles are eligible for a wi-fi stipend, home office stipend, and more!