Senior Tax Manager

Forward Financing is a Boston-based financial technology company with an operational hub in the Dominican Republic, on a mission to unlock the capital that fuels small businesses across America. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is investing in its employees, technology, and customer experience – with long-term success in mind every step of the way.

As the Senior Tax Manager you will be responsible for shaping our Company’s tax strategies. Directly reporting to the Company’s Sr. Director and Controller you will play a critical role in tax compliance and planning to ensure tax risk and liabilities are minimized. 

In this role you will:

• Serve as a Subject Matter Expert for all tax compliance and planning for the company and its subsidiaries.

• Prepare timely and accurate federal state and local income tax returns for multiple entities (LLC, Corporate).

• Work directly with members and tax advisors regarding tax compliance matters including state tax payments and deliverables.

• Provide tax compliance planning and support related to foreign disregarded entities

• Lead quarterly state planning and compliance processes to ensure timely estimated payment and disclosures.

• Manage interaction with tax agencies regarding auditing, inquiries and notices.

• Prepare monthly tax distributions to members.

• Propose and implement processes to improve tax planning, compliance, enhance the efficiency and accuracy of tax reporting procedures.

• Work with FP&A team to develop tax forecasts to assist in forecasting and tax planning.

• Support companies equity compensation program tax needs including issuance and monetization of units.

• Support global transfer pricing process to ensure companies follow tax regulation enforced by various localities.

• Conduct research to provide technical guidance on evolving tax laws, regulatory changes and the impact to the company.

• Provide tax support to internal stakeholders for business changes and special projects.

Why you should apply:

• Driven team: Be a part of a high performing, result oriented team, contributing to the success of a fast growing organization.

• Mission driven company: Forward is a trusted source of fast, flexible funding for small businesses that have often been underserved by traditional financing options. When you join the team, you will help ensure all small businesses have access to the financial support they need to succeed.

• Flexibility is a top priority: Our employees are empowered to choose where they want to work (whether that’s from home, in the office, or a combination of both) with flexible hours.

Role Requirements:

• 5+ years of experience, prior experience in public accounting preferred.

• Bachelor’s degree in accounting.

• CPA or Master’s degree preferred.

• General partnership and corporate tax knowledge including US federal and state income tax, and sales and use tax. 

• Understanding of federal and multi-state income taxation and complex tax issues.  Some exposure to international tax and transfer pricing preferred.

• Proven track record of reliability and accurate work product.

• Detail oriented with good analytical skills

• Advanced skills in Excel

• Familiarity with Netsuite

Forward Financing Core Values:

• Drive the Mission – We believe in financial opportunity for underserved small businesses. We say “yes” when others say “no.”

• Keep It Real – We value direct communication, candid feedback, and authenticity. We are an open book.

• Act with Kindness – We create an environment where caring is cool and helping is the norm. We do the right thing.

• Shoot for Extraordinary – We are inspired by innovative thinking and continuous improvement. We never settle for yesterday’s best.

About Us:

Forward Financing is a financial technology company based in Boston, Massachusetts with an operational hub in Santiago, Dominican Republic, on a mission to unlock the capital that fuels small businesses across America. Whether facing challenges accessing traditional financing or simply needing a convenient, flexible solution, Forward is committed to funding more of the millions of small businesses nationwide. Forward offers revenue-based financing – delivering an upfront sum of working capital in exchange for a set amount of the business’s future revenue. By simplifying the requirements, streamlining the process, and using advanced proprietary technology, Forward is often able to deliver approvals within hours and funds that same day – giving more businesses the financial opportunity they need to thrive. Plus, with their dedicated teams and award-winning service, customers get personalized support when they need it most.

Since 2012, Forward has expanded access to capital by providing over $3.5 billion in funding to more than 71,000 small businesses. The company is A+ rated by the Better Business Bureau with an Excellent / 4.7 stars rating on Trustpilot.com. Recognized as a Best Place to Work by Built In Boston and certified as a Great Place To Work®, Forward is dedicated to empowering both its team and the customers they serve, helping them succeed and thrive.

Perks & Benefits:

At Forward, our team members are at the heart of our company, and we are committed to taking care of them as people, not just employees. We offer a comprehensive benefits package, including but not limited to: medical, dental, vision, and commuter benefits, a flexible time-off policy, paid parental leave, 401k match for US employees, wellness reimbursement, volunteering days, annual professional development budget, and charitable donation match.

Workplace flexibility is a top priority at Forward too. Our Employee Choice policy means that almost all of our employees get to decide where they work. As a business, we are focused on impact; we are more concerned with your contributions to the success of the company than where you get your work done. If face-to-face time is desired, people managers are empowered to find a cadence that works for their team. 

When we aren’t collaborating to drive business and support our customers, we’re finding virtual and in-person ways to get to know our colleagues, celebrate team wins, and have fun together! 

U.S. Equal Opportunity Employment Information

Forward Financing is proud to be an equal opportunity employer, and is committed to fostering a fair and inclusive culture built on a foundation of high performance and exceptional customer experience. With a laser focus on employee impact, we’re able to reduce biases and ensure the right people are in the right jobs to contribute to our mission. The varied perspectives of our people fuel innovation and make us a stronger team. By embracing what makes each of us unique, we create a supportive environment where people feel valued, accepted, and empowered to thrive.

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