Manager, Tax

Posted:
9/30/2024, 12:08:29 PM

Location(s):
California, United States ⋅ San Francisco, California, United States

Experience Level(s):
Mid Level ⋅ Senior

Field(s):
Accounting

We are looking for a Manager, Tax to join our finance team. This person is organized, detail-oriented, and must excel at managing a large and complex tax compliance calendar. This person is passionate about the type of work that Generate is doing and is looking to apply their experience to help scale a rapidly growing business.

What you will be doing at Generate Capital as the Manager, Tax:

  • Manage the tax compliance calendar for federal and state corporate tax filings, partnership tax filings, CA and NY LLC tax filings, and various other state and local tax fillings (alongside third-party tax preparers)
  • Prepare year end and quarterly tax provision calculations and ASC 740 disclosure
  • Prepare tax returns and supporting calculations for federal income tax, state income tax, local jurisdiction tax and informational filings
  • Maintain robust internal documentation of all tax matters
  • Oversee information flow between Generate and third-party service providers
  • Address tax notices and assist with tax examinations
  • General tax troubleshooting and support
  • Assist in tracking and managing the tax budget
  • Work alongside the Head of Tax and the Senior Manager, Tax in designing and building out our tax team
  • Review the tax implications of new and existing transactions
  • Review LLCAs and other legal documents for tax implications
  • You will also have the opportunity to gain experience in a variety of tax areas in addition to the core functions listed above, as follows:
    • Corporate tax planning and structuring (including ITC and tax equity)
    • Partnership tax technical issues
    • International tax as Generate expands its global footprint

Candidate qualifications & core characteristics:

  • A demonstrated passion for, or commitment to, our mission
  • Minimum BS/BA in Accountancy and CPA license
  • 5+ years’ combined experience at a Big 4 accounting firm / inhouse (some industry experience preferred)
  • Renewable energy / sustainable infrastructure experience a plus but not necessary
  • Extensive familiarity with corporate tax provisions (experience with partnership tax provision preferred)
  • Must be highly-organized and detail-oriented – there are a lot of moving parts at Generate
  • Experience with Subchapter K preferred
  • Proficient with Microsoft Word, Excel, and Powerpoint
  • Relentless dedication to doing things the right way (must embody certain key values including transparency and honesty)
  • Outstanding communication and interpersonal skills, including empathy, intuition, and listening
  • Excellent organizational and self-management capability
  • Demonstrated ability to work effectively in a cross-functional team
  • Ability to rapidly learn new concepts with minimal formal instruction
  • High level of self-awareness and humility, with excitement about confronting uncomfortable situations or new challenges
  • Intellectual agility and curiosity, superb analytical skills; problem-solving is your default mode
  • Unimpeachable integrity and glowing references
  • Entrepreneurial spirit: flexibility, comfort with risk, recognition that “perfect can be the enemy of the good”

Generate’s compensation packages are dependent on the facts and circumstances of each case.  Salary decisions take into account a wide variety of factors including, but not limited to: skill sets, experience and training, licensure and certifications, geographic location, and other business and organizational needs. A reasonable estimate of the base salary range for this role is $140,000 -$180,000. In addition, the compensation package may include a discretionary bonus and other benefits, including health care benefits, retirement benefits, benefits permitting paid days off (including sick leave, parental leave, and paid time off or vacation benefits), and other benefits that must be reported for federal tax purposes.  It is not typical for an individual to be hired at the top of this range. 

Generate Capital is an equal opportunity employer and does not discriminate against otherwise qualified applicants on the basis of actual or perceived race, color, creed, religion, ancestry, citizenship status, age, sex, marital status, sexual orientation, gender identity, national origin, disability or handicap, veteran status, or any other characteristic protected by applicable federal, state, or local laws.

Generate Capital

Website: https://generatecapital.com/

Headquarter Location: San Francisco, California, United States

Employee Count: 251-500

Year Founded: 2014

IPO Status: Private

Last Funding Type: Private Equity

Industries: Renewable Energy ⋅ Solar ⋅ Sustainability