Director, Tax Provision & Compliance

Overview

We are seeking a Director to lead our tax provision and compliance team. This pivotal role involves leading the daily execution and ongoing development of both U.S. and foreign income tax provision and compliance processes. You will collaborate closely with key internal partners from Controllership, Finance, Strategy, Legal, Internal Audit, Investor Relations, and Treasury, to optimize tax structures, manage effective tax rates, optimize cash tax flows, and minimize risks and tax exposures. This role reports directly to the Head of Tax and includes three direct reports.

About The Job

• Own the preparation and review of the quarterly and annual tax provision in compliance with ASC 740, FIN 18, and other related standards.


• Manage all aspects of global income tax reporting, including deferred tax assets/liabilities, valuation allowances, uncertain tax positions, and effective tax rate calculations.


• Support documentation and tax research for income tax strategies, policies and positions


• Oversee forecast modeling with respect to future effective tax rates and cash taxes in collaboration with FP&A


• Oversee the preparation and filing of federal and state tax income tax returns.


• Ensure timely and accurate return-to-provision reconciliation adjustments.


• Partner with key teams to prepare tax disclosures for SEC filings (e.g., 10-K, 10-Q) and other financial statements.


• Monitor and analyze legislative and regulatory changes, assessing their impact on the organization's tax positions and financial statements.


• Lead process optimization initiatives, including evaluating and implementing tax technology tools for greater efficiency and accuracy.


• Establish and maintain SOX-compliant internal controls related to tax reporting and compliance.


• Provide technical leadership and mentorship to tax staff, managing performance and fostering professional development.


• Represent the tax team in discussions with external auditors, advisors, and relevant authorities as needed.


• Manage, mentor, and develop a team of tax professionals to maximize their performance and career growth, fostering a culture of continuous learning and collaboration.


• Support the business on ad-hoc tax inquiries and various non-income tax analyses and filings on an as-needed basis


• Manage and oversee income tax audits and inquiries, working closely with external advisors and internal stakeholders to address and resolve issues.


• Drive R&D tax credit studies, ensure compliance with applicable regulations, and collaborate with relevant teams to optimize credit opportunities.

About You

• Experience:




• 15+ years of progressive tax experience, with expertise in ASC 740, SBC, Section 174, R&D tax credits and tax compliance.


• Background in public accounting (Big 4 preferred) and/or corporate tax in a multinational public company.


• Strong understanding of global tax compliance and reporting issues.




• Education & Certification:




• Bachelor's degree in Accounting, Finance, or related field required; CPA and/or MST (Master’s in Taxation) strongly preferred.




• Skills:




• Demonstrated ability to lead high-performing teams and manage a large-scale tax provision and compliance function.


• Expert-level knowledge of U.S. GAAP, international tax principles, and related reporting requirements.


• Proven track record of process improvement, including the use of tax technology to drive efficiencies.


• Ability to work under tight deadlines in a fast-paced, ever-changing environment.


• Excellent analytical thinking, communication, and relationship-building skills.


• Demonstrated ability of cultivating talent, fostering both technical excellence and interpersonal growth.


• Positive attitude and enthusiasm for Instacart