Lead Tax Accountant

Iterable is the AI customer engagement platform, built for enterprise scale, loved by teams, and trusted by global brands like Redfin, SeatGeek, Priceline, Calm, and Box. Our platform empowers organizations to activate customer data from any source, design seamless cross-channel experiences, and optimize engagement with Nova Intelligence, the AI layer of our platform, all with enterprise-grade security and compliance. Today, nearly 1,200 brands across 50+ countries rely on Iterable to drive growth, deepen customer relationships, and deliver joyful customer experiences.

Our success is powered by extraordinary people who bring our core values to life every day: Be an Owner, Growth Mindset, Run as One, and Transparency. And the market has noticed: G2 recognizes Iterable as a Leader globally, spanning the Americas, EMEA, APAC, ANZ, and Latin America, with category leadership in Personalization, Marketing Automation, Push Notifications, and Mobile Marketing, and a 4.5/5-star rating from hundreds of users. Gartner named Iterable a Challenger in the Gartner Magic Quadrant for Multichannel Marketing in both 2024 and 2025. We’ve also earned TrustRadius Top Rated honors in 2024 and 2025, were named a TrustRadius Buyer’s Choice for 2026, and were featured in Snowflake’s Modern Marketing Data Stack 2026.

With a global presence that includes offices in San Francisco, Denver, London, Sydney, and Lisbon, plus remote employees worldwide, we are committed to building a diverse and inclusive workplace. We welcome candidates from all backgrounds and encourage you to apply. Learn more about our story and mission on our Culture and About Us pages. Let’s shape the future of customer engagement together!

Iterable is the leading AI-powered customer engagement platform that helps leading brands like Redfin, SeatGeek, Priceline, Calm, and Box create dynamic, individualized experiences at scale. Our platform empowers organizations to activate customer data, design seamless cross-channel interactions, and optimize engagement—all with enterprise-grade security and compliance. Today, nearly 1,200 brands across 50+ countries rely on Iterable to drive growth, deepen customer relationships, and deliver joyful customer experiences.

Our success is powered by extraordinary people who bring our core values—Run As One, Be An Owner, Transparency and, Growth Mindset —to life. We foster a culture of innovation, collaboration, and inclusion, where ideas are valued and individuals are empowered to do their best work. That’s why we’ve been recognized as one of Inc’s Best Workplaces and Fastest Growing Companies, and were recognized on Forbes’ list of America’s Best Startup Employers. Notably, Iterable has also been listed on Wealthfront’s Career Launching Companies List and has held a top 10 ranking on the Top 25 Companies Where Women Want to Work.

With a global presence—including offices in San Francisco, Denver, London, and Lisbon, plus remote employees worldwide—we are committed to building a diverse and inclusive workplace. We welcome candidates from all backgrounds and encourage you to apply. Learn more about our story and mission on our Culture and About Us pages. Let’s shape the future of customer engagement together!

Position Overview:

About the Role:

As the Lead Tax Accountant, you will be essential in driving efficiency and effectiveness within the accounting and financial reporting team. This is a key role with a focus on indirect tax that supports partnerships with Financial Reporting, Billing, Procurement, FP&A and other stakeholders across the organization. The ideal candidate is eager to learn, embraces new challenges, thrives in a roll-up-your-sleeves environment where collaboration and ownership are valued, and would like a role that focuses on indirect taxes but also desires learning other accounting responsibilities.

One of our core values is cultivating a growth mindset, and we believe this is a place where careers can truly evolve. If this opportunity resonates with you, we encourage you to apply—even if your experience doesn’t align perfectly with every requirement. We value diverse skills, perspectives, and potential, knowing that great talent often extends beyond what can be captured in a job description.

Key Responsibilities:

• Prepare account reconciliations and supporting schedules for journal entries and reports, ensuring a timely Month End Close and accurate reporting in accordance with GAAP.

• Research and evaluate ongoing tax law changes to ensure the company is compliant, including evaluating operational changes as needed.

• Prepare monthly flux analysis of balance sheet and income statement accounts

• Partner with tax providers to ensure timely filing of tax requirements including but not limited to VAT, GST, sales tax, and property tax.

• Work closely with other departments and serve as point of contact for indirect tax related questions and inquiries.

• Review accounts payable (AP) invoices and procurement spend to identify and calculate reverse use tax accruals where vendors failed to charge appropriate tax.

• Support sales and use tax operations, including maintaining tax exemption certificates, product taxability mappings, and custom rules within Avalara/ERP integrations.

• Track economic and physical nexus thresholds across state and local jurisdictions to determine required tax registrations.

• Lead/assist with other accounting functions, as requested.

• Own/support non-tax specific tasks and projects.

• Assist with audit deliverables as well as other ad hoc requests

• Evaluate process and system infrastructure, along with identifying and implementing process improvement opportunities; champion and drive automation and AI solutions

• Drive business initiatives and support company growth through implementation of actionable financial and operational processes.

• Be a versatile team player that can perform various tasks ranging from routine accounting procedures to ad-hoc projects.

The Ideal Candidate Will Have:

• Bachelor's degree in Accounting/Finance. CPA or equivalent preferred.

• Knowledge of U.S. GAAP as well as knowledge of tax law

• Strong background in indirect tax; 5+ years experience. Some general accounting experience is a plus.

• Flexibility to work late to overlap with US Pacific time during monthly close, audit and as needed (about a third of the month but possibly more as needed).

• Experience with NetSuite strongly preferred; experience with Numeric and Avalara a plus.

• Analytical and problem-solving mindset with a willingness to dive into details and learn new areas, and contribute with the best interest of team and Company in mind.

• Exceptional written, verbal, and listening skills; able to work effectively across functions

• Project work and organizational skills; able to prioritize and adapt quickly in a dynamic, high-growth environment.

• High standards for quality and accuracy; takes pride in delivering thoughtful, reliable work.

• Creative and strategic thinker with the ability to work in a fast-paced environment, manage competing priorities, and adhere to tight deadlines.

• Collaborative, team-first approach with the ability to operate independently when needed.

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Iterable is an Equal Employment Opportunity employer that proudly pursues and hires a diverse workforce. Iterable does not make hiring or employment decisions on the basis of race, color, religion or religious belief, ethnic or national origin, nationality, sex, gender, gender-identity, sexual orientation, disability, age, military or veteran status, or any other basis protected by applicable local, state, or federal laws or prohibited by Company policy. Iterable also strives for a healthy and safe workplace and strictly prohibits harassment of any kind. Pursuant to the San Francisco Fair Chance Ordinance and other similar state laws and local ordinances, and its internal policy, Iterable will also consider for employment qualified applicants with arrest and conviction records.