Vice President, Tax

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.

Summary

Global Tax Strategy & Planning

• Effective Tax Rate Management: Design and implement a proactive, globally optimized tax structure, including transfer pricing and Intellectual Property placement strategies, to sustainably drive a lower and well-managed ETR commensurate with public peer companies.
• Business Partnership: Act as the primary tax partner to Product, R&D, and Sales & Marketing teams to align tax planning with core business activities. Specifically, ensure the tax implications of new products are optimized in all selling jurisdictions.
• Tax Credit Optimization: Proactively collaborate with R&D and People teams to maximize the utilization of global R&D and other tax credits by strategically positioning personnel and activities across global jurisdictions.
• M&A Integration: Lead the identification and remediation of tax exposures and ensure seamless, compliant tax integration for all acquired companies, with an immediate focus on the vLex group.

Global Tax Risk Management & Compliance

• Compliance and Reporting Oversight: Own and oversee all domestic and international tax compliance obligations, ensuring timely and accurate filing across all operating jurisdictions.
• Tax Audit: Develop and execute a robust strategy for managing, responding to, and resolving all tax audits.
• Nexus & Exposure Remediation: Conduct a global nexus study to identify and remediate exposures arising from employee mobility and increases in operating entities. Implement controls to prevent inadvertent permanent establishment risks in non-filing jurisdictions.
• Legislative Readiness: Monitor, interpret, and ensure compliance with complex, new international tax legislation (e.g., Pillar 2 global minimum tax, Eifel interest limitation rules), building the necessary documentation and reporting infrastructure.
• Enterprise Risk Mitigation: Identify, assess, and mitigate all potential tax risks and exposures across the global group of companies through strong governance and internal controls.

Financial Reporting & IPO Readiness

• Tax Provision (ASC 740): Own the global income tax provision process, ensuring the highest level of rigor and internal controls required for a public company. Manage all aspects of tax accounting in accordance with US GAAP.
• Controls Documentation: Design, implement, and maintain world-class tax documentation and internal controls, ensuring the tax function is fully prepared to comply with SOX-like requirements post-IPO.
• Reporting: Prepare and present insightful tax updates, risk assessments, and strategic recommendations to the CFO and Executive Leadership Team.

Compensation is one of the main components of Clio’s Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

• Competitive, equitable salary with top-tier health benefits, dental, and vision insurance
• Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin and Sydney) to be in office minimum twice per week.
• $2000 annual counseling benefit
• RRSP matching and RESP contribution
• Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The expected salary range* for this role is $238,000 to $340,000 to $442,000 CAD. There are a separate set of salary bands for other regions based on local currency.

In addition, this role is eligible for variable pay that is based on company performance, with actual payout amounts calculated and paid on a quarterly basis.

*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Cl. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. We are dedicated to diversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture at clio.com/careers

We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.