Tax Director (Montreal)

Tax Director (Montreal)

31 Jul
|
Confidential
|
Montreal

31 Jul

Confidential

Montreal

We are seeking a Tax Director who will own the company’s global tax function end to end. This is a high-visibility, high-autonomy role that reports directly to the VP Finance & Controller and operates at the organizational level: setting strategy, establishing cross-functional standards, and addressing complex challenges that shape how the company is structured and how it scales toward a potential liquidity event.

Our C-level team is based in Boston, while the global finance function is split between Montreal and Athens. This role is based in Montreal, alongside the VP Finance & Controller. This is a senior individual contributor role with no direct reports.

Key Responsibilities

US Income Tax — Provision & Compliance

- Owns the annual and interim ASC 740 income tax provision, including current and deferred tax calculations, uncertain tax positions, and rate reconciliation.
- Manages the preparation, review and filing of US federal and state income tax returns in coordination with external advisors.
- Maintains tax basis balance sheets and supports the annual audit process, including tax-related footnote disclosures.
- Monitors legislative and regulatory developments that affect the company’s US tax profile and translates their implications for finance leadership.

International Income Tax

- Serves as the internal owner of the company’s international tax position, with execution supported by local advisors and controllership personnel in each jurisdiction.
- Reviews international income tax returns prepared by local advisors for the UK, Germany, Sweden, and Greece entities.
- Coordinates with local advisors to ensure compliance with country-by-country reporting and any applicable BEPS-related obligations.
- Maintains awareness of permanent establishment risk, withholding tax obligations, and treaty positions across the company’s operating footprint.




- Designs and implements a transfer pricing framework appropriate for a multi-entity, multi-jurisdiction SaaS business, including intercompany service agreements and IP licensing arrangements.
- Prepares or oversees preparation of transfer pricing documentation in line with OECD guidelines and local requirements.
- Partners with Finance, Legal, and Operations to ensure intercompany cost allocations reflect arm’s-length pricing and are consistently documented.
- Manages transfer pricing exposure in connection with any intercompany financing, restructuring, or entity-level changes.

Tax Planning & Structuring

- Orchestrates and optimizes the external tax advisor network across jurisdictions, driving better strategic advice at lower total cost.
- Identifies and evaluates tax planning opportunities, including SR&ED; and US R&D; tax credits, as well as equivalent incentives in applicable international jurisdictions.
- Advises on the tax implications of business decisions, including new market entry, entity restructuring, contract structures, legal entity structure, and revenue recognition approaches for SaaS and project-based engagements.
- Supports the CFO and Controller on tax-efficient structuring as the company positions for growth, M&A; activity, or a potential exit.
- Assesses the tax treatment of software and services revenue across jurisdictions, including permanent establishment and nexus considerations.

Audit Defense & Controversy

- Manages all income tax audits and examinations, coordinating with external counsel and advisors as needed.




- Maintains documentation and technical positions sufficient to defend returns and uncertain tax positions.
- Tracks and resolves notices from tax authorities across all jurisdictions in a timely and organized manner.

Indirect Tax — Oversight

- Maintains oversight of the company’s indirect tax compliance program (US sales tax, Canadian GST/HST/QST, VAT/GST across international jurisdictions), with execution managed within the controllership function.
- Provides technical guidance on indirect tax matters arising from new products, jurisdictions, or contract structures.
- Ensures the company’s indirect tax obligations are appropriately reflected in billing systems, customer contracts, and financial reporting.

Qualifications

- 10+ years of progressive tax experience (currently or very recently in role), with a mix of public accounting and in-house corporate tax.
- Deep technical command of ASC 740 and the US federal income tax regime.
- Hands‑on experience with multi‑jurisdiction transfer pricing, including documentation and intercompany agreement design.
- Track record with R&D; tax credits and the tax characterization of SaaS and software revenue.
- Robust written and verbal communication skills, with the ability to translate technical tax matters for a diverse audience.
- Track record coordinating work across Finance, Legal, Operations, and external advisors — building trusted networks and driving alignment without direct authority.

Nice to have

- Working knowledge of Canadian corporate tax, including hands‑on experience with SR&ED; claims.
- Experience advising on or executing M&A; diligence, post‑acquisition integration, or entity restructuring from a tax perspective.
- Familiarity with international income tax compliance in Western European jurisdictions.
- Bilingualism (English/French) is an asset but not a requirement for this role.

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📌 Tax Director (Montreal)
🏢 Confidential
📍 Montreal

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