Tax Manager

Job description

## **About Beacon Software** [Beacon Software](https://beaconsoftware.com/) is a permanent capital holding company which acquires and grows essential businesses. We are a profitable series B+ firm that combines great technologists, operators and M&A professionals to accelerate the scale of the ambition of the dozens of businesses we own and operate. We are supported by capital from tier-1 venture capital, crossover, and endowment investors as well as the founders of the leading technology companies from the past decade. ## **Role and Mission** Beacon is seeking a Tax Manager to own the tax function across our portfolio of software businesses in Canada and the United States. This role is responsible for compliance, provision, indirect tax, and transaction tax across a growing, multi-entity, acquisition-driven group. This is a senior, self-directed role. You will own the technical tax agenda and lead our external tax advisors and specialists rather than depend on internal coaching. You will also help lead the tax workstream of our ongoing ASPE → IFRS conversion. This is a foundational role in building an internal tax capability that scales with our growth. **Location:** Toronto, ON **Working Arrangements:** Hybrid (In-office 3–4 days / week) ## **What You'll Do** ### **Tax Compliance — Canada & U.S.** - Own Canadian corporate income tax (T2) compliance across all entities, including installments, elections, and supporting schedules. - Own U.S. federal and state corporate income tax compliance across operating entities. - Maintain a portfolio-wide compliance calendar and ensure timely, accurate filings across all jurisdictions. - Coordinate cross-border matters (e.g., Canada–U.S. structures, withholding, intercompany) with internal finance and external advisors. ### **Indirect Tax & State Registrations** - Own sales tax, GST/HST, and U.S. state/local indirect tax compliance across the portfolio. - Lead multi-state nexus analysis and complete new state registrations — a common gap as we acquire and integrate U.S. companies. - Manage indirect tax setup, registrations, and account configuration for newly acquired entities. ### **Tax Provision, IFRS & Consolidation** - Prepare and review current and deferred tax provisions to support consolidated financial reporting. - Lead the tax workstream of the ASPE→IFRS conversion, including deferred tax under IAS 12. - Support the year-end audit on all tax matters and act as the primary point of contact with auditors on tax. ### **M&A / Transaction Tax** - Support deal structuring, including entity structure and cross-border (Canada/U.S.) considerations. - Review purchase agreements for tax provisions and support post-close tax true-ups and integration. - Onboard acquired entities into the tax compliance calendar, provision process, and control environment. ### **Advisor & Cross-Functional Leadership** - Own and lead relationships with our external tax advisors (Canadian and U.S.) — directing the work, not simply liaising. - Partner with Corporate Finance to align tax data flows and reporting. - Work alongside the Director of Finance on tax planning, structuring, and process automation, and support ad hoc analyses. ## **Qualifications** - Bachelor’s degree in Accounting or Finance; CPA designation required. - Tax specialization — CPA In-Depth Tax (Canada) or U.S. CPA / EA equivalent. - 6+ years of progressive tax experience, ideally with Big 4 or a national accounting firm. - Hands-on experience with cross-border Canada/U.S. corporate income tax compliance. - Experience preparing and reviewing tax provisions and deferred tax (ASPE, IFRS/IAS 12, or U.S. GAAP). - Self-directed and technically authoritative — able to own the function and lead external advisors independently, without internal coaching on technical tax matters. - Excellent organizational, analytical, and communication skills, with high attention to detail. ## **Preferred Qualifications** - Indirect tax experience (GST/HST, U.S. sales/use) and U.S. multi-state registration / nexus. - M&A / transaction tax experience, including deal structuring and post-close integration. - Experience in a multi-entity, acquisition-driven environment — e.g., a VMS roll-up or other acquisitive holding company. - Direct experience with an ASPE→IFRS (or GAAP) conversion. - Experience working in software or SaaS industries. - Familiarity with NetSuite ERP or a similar multi-entity system. ## **Ideal Candidate** - A self-directed technical leader who can run the tax function without day-to-day coaching. - Comfortable owning and directing external advisor relationships. - Systems thinker who enjoys building scalable, well-controlled processes. - Comfortable in a fast-paced, evolving environment with multiple stakeholders. - Curious, proactive, and motivated by continuous improvement and learning. ## **Descriptors of Personas That Succeed At Beacon** - High agency - Impatient with actions, patient with results - Play for front of the jersey - Intellectually curious - Perpetual learner - Low bureaucracy - Systems thinker - Optimistic - Commercial - Ambitious **Our Values at Beacon Software** - Humility: We acknowledge that the path to getting to the right answer involves being wrong along the way. We have strong beliefs which are weakly held. We actively seek new ideas and believe we can learn from anyone at any time. - Honesty: We are truth seeking in our approach to business problems. Business is a repeat game and we believe that human relationships generate alpha. We understand that trust is earned over a lifetime and can be lost in an instant. - Hunger: We play to win. We hold ourselves to high standards and will not be outworked. We take pride in having a deep sense of responsibility to ourselves, each other, our partners, and our customers. We believe to whom much is given much is expected. - Horizon: We seek to build a generational software company. This will take decades. We manage our expectations and those of our partners to take advantage of the 8th wonder of the world - compounding growth. ***How We Use AI in Our Hiring Process:** To ensure transparency, we want candidates to know that Beacon Software uses Artificial Intelligence and AI-enabled tools to assist with screening, reviewing, organizing and highlighting profiles and applications that match the key requirements for each role.* ***AI does not make hiring decisions:** Every application is reviewed by a member of our team, and all decisions throughout the process are made by humans. We use AI to support efficiency and consistency, not to replace human judgment. We are committed to a fair, thoughtful, and equitable experience for every candidate.*