Senior Manager, Tax and Filings

About the role

Numeral is transforming how taxes get done in the digital economy, tackling a complex web of regulations across 47 states and 70+ countries to eliminate burden so teams can focus on their core mission. As the largest and fastest-growing AI-native tax solution started in 2023, the company has raised over $57M from top-tier investors like Benchmark, Mayfield, and Y-Combinator, serving over 3,000 paying customers while tripling revenue every year in its history. The Senior Manager, Tax and Filings will lead Numeral's filings operations, overseeing a distributed team responsible for tax filings while working closely with leadership, the broader Ops team, product, and engineering. This role demands ownership of operational excellence, process discipline, and accuracy across a growing team of approximately 50, including offshore contractors, blending operational leadership, process architecture, and people management. The hire will drive the design and refinement of workflows, ensure compliance and accuracy in filings, troubleshoot accounting discrepancies, and partner cross-functionally to solve business issues and escalate risks with product and engineering. Success in this position means scaling processes to reduce repetitive tasks, maximizing automation for high-leverage opportunities, and fostering a culture of accountability within the filings organization. The role is critical for maintaining the integrity and efficiency of tax filing operations in a high-growth startup environment that values speed, ownership, and customer obsession.

Key facts

What you'll do

Lead and manage the filings team by providing performance management, mentorship, and support to drive high-quality work and accountability across the organization.

Scale processes by maximizing automation to reduce repetitive tasks so teams can focus on the highest leverage opportunities and strategic initiatives.

Drive operational excellence through the design, implementation, and refinement of workflows and processes across filings, customer support, and client teams to ensure consistency.

Ensure compliance and accuracy by troubleshooting discrepancies in accounting or filings and leading research projects on new regulatory rules affecting tax obligations.

Partner cross-functionally with product and engineering to communicate business issues, escalate risks, and contribute to operational solutions that align with company goals.

Provide leadership in managing distributed teams, utilizing strong performance management and process implementation skills to maintain productivity and quality.

Build scalable processes drawing on experience in startup, high-growth environments or consulting firms to adapt quickly to changing requirements.

Leverage familiarity with regulatory reporting systems, tools, or platforms used in finance and filings to enhance efficiency and compliance.

Apply strong analytical and Excel/data skills to interpret complex information and support decision-making for filings operations.

Utilize excellent communication skills to convey information clearly and collaborate effectively with stakeholders at all levels of the organization.

Employ critical thinking with a proactive problem-solving mindset to address challenges and identify improvements in workflows.

Demonstrate the ability to work cross-functionally with product and engineering teams to integrate filings requirements into product strategies.

Embrace a startup mindset by not shying away from ambiguity and showing hunger for rapid growth and continuous improvement.

Exhibit intensity and ownership by understanding that this role is not a 9-5 position, given the rapid scaling and significant opportunity ahead.

Requirements

7+ years of demonstrated domain expertise in U.S. tax filings; international experience is a plus but not required.

Proven experience managing distributed teams with strong performance management and process implementation skills to achieve operational goals.

Experience building scalable processes in a startup, high-growth environment or consulting firm to handle evolving demands.

Experience in e-commerce, SaaS or Fintech is highly preferred for understanding industry-specific tax challenges.

Familiarity with regulatory reporting systems, tools, or platforms used in finance and filings to ensure accurate and timely submissions.

Strong analytical and Excel/data skills to handle complex datasets and derive insights for process improvements.

Excellent communication skills to facilitate collaboration and convey information across cross-functional teams.

Critical thinker with a proactive problem-solving mindset to address issues before they escalate.

Proven ability to work cross functionally with product and engineering to align on priorities and operational needs.

Startup mindset: Not scared of ambiguity and hungry for rapid growth in a fast-paced environment.

Intensity & Ownership: Willingness to go beyond standard hours to scale processes and meet aggressive growth targets.

Customer Obsession: Deep care about the user experience and solving customer problems through efficient filings operations.

Ability to thrive in a dynamic environment where priorities shift quickly and adaptability is essential.

Commitment to maintaining the highest standards of accuracy and compliance in all tax filing activities.

Practical notes

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