Tax Manager Job at Forge Global, San Francisco, CA

  • Forge Global
  • San Francisco, CA

Job Description

At Forge (NYSE: FRGE), we know our team is our greatest asset. As technology innovators in the private market, our vision is to deliver a richer future for everyone. We live that vision through our values of being bold, humble and accountable. We experience the value that our vision brings to the world every day, helping the teams behind the greatest innovations of our generation, from space travel to planet-saving, plant-based nutrition and more.

Our mission is to empower more people to exercise ownership in the world's leading private companies via a world-class technology platform with access to the largest network of buyers and sellers in the world. With liquidity solutions, exclusive data and insights, a custody offering, and a vibrant marketplace, Forge's goal is to build the best-in-class technology infrastructure to power a global private market that is transparent, accessible and seamless for companies, their employees and investors. Through Forge, employees can sell their private shares, employers can reward shareholders with pre-IPO liquidity and individual and institutional investors can participate in private unicorn growth.

Forge's differentiated global marketplace addresses rising demand among individual and institutional investors for exposure to private company stocks and it is building a growing network effect with defensible competitive advantages. The Forge marketplace has over 440,000 registered users and private shares have traded in more than 500 companies since inception, representing over $12 billion in volume across over 21,000+ transactions.

Our ability to offer these powerful financial solutions has generated incredible interest from investors, demand from customers, and a need to grow our team to meet the needs of more companies, teams and innovators in this way. You can learn more about Forge in the following video: "The private market future starts now".

The Role:

Location: Required to be onsite 2-3 days a week or as needed in our San Francisco, CA office.

The Tax Manager is integral to the Forge global tax function. This role will primarily focus on domestic tax and secondarily on international tax matters. This individual also works closely with the broader Forge finance function and helps ensure that Forge complies with its tax obligations in the jurisdictions in which Forge operates. This includes providing for taxes accurately and completely in its financial statements and supporting business operations to ensure an optimal and efficient tax structure.

  • Manage ASC 740 Income Taxes preparation and review of annual and interim provisions.
  • Prepare internal tax technical memoranda to support tax positions.
  • Oversee the US Consolidated Income Tax Return preparation and returns for all required State and Local jurisdictions; including tax form submissions, statutory filings and applicable disclosures.
  • Assist in tax projects such as Sec 382 NOL studies, filings for sales/use tax assessments, and tax planning for high-tax jurisdictions.
  • Model the federal tax impact of new legislation, accounting standards, and/or planning projects and help implement new tax planning initiatives.
  • Maintain the tax calendar and ensure timely completion of federal and local tax filings and estimated tax payments.
  • Assist in international tax initiatives, including transfer pricing.
  • Determine tax impact of potential M&A transactions.
  • Work with external tax advisor to ensure compliance with business and franchise taxes including gross receipts taxes and rent taxes.
  • Manage and coordinate with internal and external preparers the size and scope of Forge's R&D tax credits and Sec 174, R&D amortization.
  • Provide support relating to US tax examinations and respond to inquiries by the IRS.
  • Must be able to sit and/or stand for long periods of time in an office or home office setting while working
  • 5+ years of relevant tax experience (ideally with a mix at both a Big 4 accounting firm and in industry)
  • In-depth knowledge of ASC 740 Income Taxes.
  • Significant experience with the preparation and review of US tax returns.
  • Technical knowledge of U.S. tax provision affecting international operations including Sub F, GILTI, FDII, FTCs.
  • Proficiency in Microsoft Office and strong with Excel.
  • Outstanding detail-orientation and process-orientation skills.
  • Excellent speaking and communication skills while working with business teams and explaining tax concepts to both tax and non-tax audiences, collaborative and positive orientation.
  • A desire to work in a fast growing, exciting and agile business - willingness to pivot and learn.
  • Location: Required to be onsite 2-3 days a week or as needed in our San Francisco, CA office.
Nice to Have:
  • CPA
  • International tax experience, particularly in European Union and UK tax matters
  • Netsuite general ledger experience
For residents of San Francisco/Bay Area, CA or New York, NY the annual salary range for this role is $160,000-$170,000 + bonus. Final offers may vary from the amount listed based on geography, candidate experience and expertise, annual bonus, and other factors.

Forge is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Job Tags

Interim role, Local area, Work from home, Home office, 2 days per week, 3 days per week,

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