Sr. Tax Accountant

Lever, Inc.; Northern (KY); Hybrid; USD 94,000 - 114,000; Full time

Job summary

HighLevel, a remote-first SaaS platform, seeks a Sr. Tax Accountant to own US federal and state income tax compliance, ASC 740 provisions, and estimated payments in a fast-growing environment. You will partner with Accounting, FP&A, Treasurer, and Legal to integrate tax processes into financial reporting.

The role emphasizes technical research, audit defense, and maintaining robust SOX controls while ensuring scalable tax positions in a high-volume SaaS business.

Qualifications

• 5+ years of progressive experience in direct/corporate income tax (federal & state).
• Solid knowledge of ASC 740 and US federal/state income tax fundamentals.
• Hands-on SOX/ Internal Controls experience in a tax context.
• Familiarity with SaaS tax issues, multi-state considerations, and nexus rules.
• Proven ability to research tax issues and document conclusions clearly.
• Ability to translate tax provision and compliance into audit-ready workpapers.

Responsibilities

• Facilitate end-to-end preparation, review, and filing of US federal and state tax returns, estimated payments, and extensions.
• Prepare or review quarterly and annual ASC 740 tax provisions and related disclosures.
• Perform technical tax research on federal/state changes and apportionment methods.
• Support audit defense with document requests and provide defense for tax positions.
• Own SOX controls over the tax close process and reconcile tax accounts in NetSuite.
• Collaborate with Accounting, FP&A, Treasury and Legal on tax and transfer pricing impacts.

Skills

Analytical mindset

Cross-functional collaboration

SOX knowledge

Tax research

Data-driven problem solving

Education

Bachelor's degree in Accounting or Finance

CPA or Master of Taxation (preferred)

Tools

NetSuite

SAP

Oracle

ONESOURCE

Corptax

Power BI

Alteryx

Job description

About us

HighLevel is an AI-powered business operating system that gives agencies, entrepreneurs and SMBs the infrastructure to build, automate and scale. Today, HighLevel supports SMBs across 150+ countries, fueling community-driven growth rooted in real customer outcomes.

To date, businesses operating on HighLevel have generated over $7 billion in ecosystem value, demonstrating the impact of shared infrastructure at scale. By centralizing conversations, automation and intelligence into one system, we help businesses move faster, reduce complexity and execute efficiently.

Behind the platform, HighLevel powers more than 4 billion API hits and 2.5 billion message events daily. With 250 terabytes of distributed data, 250+ microservices and over 1 million domain names supported, our architecture is built for performance, resilience and long-term scalability.

Our people

With over 2,000 team members across 10+ countries, HighLevel operates as a global, remote-first organization built for speed and ownership. We value initiative, clarity and execution, creating space for ambitious people to build systems that support millions of businesses worldwide. Here, innovation thrives, ideas are celebrated and people come first, no matter where they call home.

Our impact

Every month, HighLevel enables more than 1.5 billion messages, 200 million leads and 20 million conversations for the more than 1 million businesses we support. Behind those numbers are real people building independence, expanding opportunity and creating measurable impact. We’re proud to be a part of that.

Learn more about us on our YouTube Channel or Blog Posts

Who You Are:

Reporting to the Sr. Corporate Tax Manager, as our Sr. Tax Accountant, you join a team of highly skilled tax professionals and will specifically support Corporate Income tax. You won't just be crunching numbers, you will be the go-to technical expert developing and facilitating our U.S. federal and state corporate income tax compliance, quarterly and annual ASC 740 income tax provision, and estimated payments, all while keeping pace with a high-growth SaaS business. Operating in our high-volume SaaS environment means owning our provision and compliance workflows, applying strong technical tax research and analysis to complex issues, maintaining SOX-compliant internal controls over income tax reporting, and ensuring our tax positions are well-documented, defensible, and scalable. If you thrive in a fast-paced setting and love turning complex tax data into streamlined, automated processes, you'll fit right in.

In this role, you will drive collaboration across three key pillars:

• Internal Teams: Partner with Accounting, FP&A, Treasury, and Legal to seamlessly integrate income tax provision and compliance into our financial reporting and forecasting workflows.

• External Partners: Collaborate with external preparers, advisors, and auditors to thoroughly verify, document, and assist in defending our global income tax positions.

• Auditors & Regulators: Provide accurate, well-documented, and timely support to external financial statement auditors and federal/state tax authorities, examinations, and reviews.

What You Will Do

• Compliance & Filing: Facilitate the end-to-end preparation, review, and timely filing of U.S. federal and state corporate income tax returns, quarterly estimated payments, and extensions, in accordance with SOX-documented processes and deadlines.

• Tax Provision (ASC 740): Prepare or review quarterly and annual income tax provision calculations, including current and deferred tax computations, effective tax rate reconciliations, and related financial statement disclosures, ensuring each step is supported by compliant workpapers and evidence.

• Technical Research & Legislative Tracking: Perform technical tax research and analysis on federal and state tax law changes, apportionment methodologies, and evolving income tax nexus standards, documenting conclusions to an audit-ready standard as HighLevel expands.

• Audit Defense: Support the team through federal and state income tax audits by efficiently managing information document requests (IDRs) and partnering with leadership to advocate for and defend established tax positions.

• SOX Controls & General Ledger Reconciliation: Own and execute key SOX controls over the income tax close process; prepare or review monthly and quarterly tax account reconciliations, including deferred tax assets/liabilities and income tax payable accounts, within NetSuite.

• Cross-Functional Advisory: Partner with Accounting, FP&A, Treasury, and Legal to evaluate the income tax and SOX control impact of new entities, intercompany transactions, and transfer pricing arrangements.

What You Bring

• Experience: 5 years of progressive experience in direct/corporate income tax (federal & state), preferably with a mix of public accounting and corporate experience.

• Technical Tax Acumen: Solid working knowledge of ASC 740 and U.S. federal/state corporate income tax fundamentals, with growing ability to research tax issues and help document clear, well-supported conclusions.

• SOX & Internal Controls: Hands-on experience operating within a SOX-controlled environment or knowledge of, including designing, executing, and documenting income tax controls, and supporting control testing with internal and external auditors.

• SaaS Industry Expertise: Familiarity with tax issues common to fast-growing, multi-state SaaS companies, including apportionment, and state modernization of income tax rules.

• Tech Stack Mastery: Familiarity with industry-standard ERPs and financial data systems (e.g., NetSuite, SAP, Oracle), along with tax provision and compliance platforms such as the Thomson Reuters ONESOURCE suite or Corptax.

• Analytical Muscle and AI-Enabled Process Improvement: Advanced Excel skills (pivots, VLOOKUPs, data manipulation) required to handle massive, high-volume transactional datasets; familiarity with Power BI, Alteryx, or other various dashboard and data manipulation tools is a plus. Identify opportunities to leverage or automate processes and surface insights, helping unlock team capacity for high-impact analysis.

• Education: Bachelor's degree in Accounting, Finance, or a related field. CPA designation or Master of Taxation degree is a major plus.

• Agility & Growth Mindset: Ability to pivot quickly when priorities change and navigate fast organizational growth as an exciting challenge rather than a roadblock.

• Data-Driven Problem Solving: Proven track record of digging into data to not only identify tax issues but actively propose and execute automated solutions.

• Clear & Cross-Functional Communication: Skilled at translating complex tax provision and compliance concepts into plain English for non-finance stakeholders, alongside strong documentation skills for future reference and audit support.

The salary range for this position is $94000 - $114000 annually.

#LI-Remote

#LI-TA1