Sr Tax Manager

Responsibilities

• Indirect Tax — U.S. and Canada
• ● Multi-state sales and use tax compliance and Canadian GST/HST, QST, and PST filings, including
• NetSuite-to-portal reconciliation, GST recovery, and new registrations as the footprint expands
• ● A documented taxability matrix covering franchise fees, royalties, technology fees, marketing
• fund contributions, merchandise, and training revenue
• ● Review and sign-off on all indirect tax returns prepared by the Sr. Tax Accountant prior to filing
• ● Sales tax configuration in NetSuite and exemption certificate management; monitoring monthly
• reporting for locations collecting incorrect rates and coordinating remediation through

Franchise Partner Coaches

● State and provincial registrations, notices, annual reports, and indirect tax audits end to end

Income Tax and External Advisor Oversight

• ● Day-to-day execution with Crumbl's external tax provider — data requests, internal timelines,
• deliverable quality, and deadlines
• ● Review of externally prepared federal, state, and Canadian returns and extensions, with
• substantive scrutiny of filing positions rather than tie-out alone
• ● Review of the R&D credit study, Section 174 / 174A treatment, UNICAP calculations, and
• proposed method changes; escalating elections that carry cash impact
• ● Quarterly estimates and review of the quarterly apportionment file, verifying income ties to the
• financial statements and testing sourcing methodology
• ● Franchise tax and gross receipts filings including Delaware franchise tax, Texas margin tax,

Washington B&O, and Ohio CAT

Partnership Distributions and Cross-Border Risk

• ● The quarterly tax distribution estimate per the operating agreement, for SVP of Finance and
• investor review, and confirmation that distributions are funded on schedule
• ● K-1 timing with the external provider and tracking of partnership tax attributes including net
• operating losses and credits
• ● The permanent establishment monitoring protocol for Mexico — employee travel, in-country
• activity, contract execution, inventory location — escalating any change in facts promptly rather
• than at period end
• ● Monitoring of U.S. state and Canadian provincial nexus creation from system expansion,
• employee presence, marketplace facilitator rules, and economic thresholds, flagging registration
• requirements before obligations accrue
• ● Coordination of transfer pricing documentation, cross-border withholding, Japan corporate
• income tax filings, and Crumbl International profitability with external advisors

Close, Process, and Controls

• ● Monthly tax accruals, reconciliation of tax-related balance sheet accounts, review of the
• externally prepared income tax provision, and support for tax-related audit requests
• ● The tax compliance calendar, with a named owner and due date for every filing obligation,
• domestic and international
• ● A written inventory of Crumbl's material tax positions and the rationale supporting each,
• documented contemporaneously rather than reconstructed after the fact
• ● Partnership with FP&A, Accounting, Legal, and Operations to bring tax considerations into new
• initiatives, promotions, product launches, and entity changes before they go live

Team Development

• ● Supervision and technical mentorship of one Sr. Tax Accountant, executing a written
• development plan that expands their ownership of Canadian indirect filings, apportionment,
• sales tax risk review, and annual registrations
• ● A documented quarterly technical review covering changes in law, filing positions, and open
• risks
• ● Franchise-facing tax questions routed through Franchise Support

Requirements

Required

• ● Minimum 6–9 years of progressive tax experience, including meaningful time in an in-house
• corporate tax function
• ● Hands-on ownership of multi-state sales and use tax compliance — direct execution and review,
• not oversight of a fully outsourced process
• ● Working knowledge of Canadian indirect tax (GST/HST, QST, PST), or strong cross-border
• fundamentals and demonstrated ability to build it quickly
• ● Experience reviewing externally prepared income tax returns with substantive technical
• scrutiny, plus multi-state apportionment and nexus analysis
• ● Familiarity with pass-through entity taxation, including K-1s, tax allocations, and tax distribution
• mechanics
• ● Proficiency with NetSuite or a comparable multi-entity ERP including tax configuration, and high
• proficiency in Excel
• ● Sound judgment about the limits of your own expertise — reliably escalating specialist matters
• rather than improvising — and genuine interest in developing a junior team member

Preferred

● CPA and/or advanced tax degree (MST or LLM in Taxation)

● Prior experience as the sole or primary in-house tax resource at a multi-state, multi-country

middle-market company

● Franchise, restaurant, retail, or consumer brand tax experience with multi-unit economics Private equity–backed company experience, including sponsor reporting and tax distribution

waterfalls

● Exposure to permanent establishment analysis, cross-border structuring, or R&D tax credit

processes

● Experience supervising a junior tax professional and building tax processes and documentation

from a limited starting point