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SurveyMonkey // online survey platform
Chicago, Illinois    Posted: Wednesday, June 02, 2021
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About SurveyMonkey

SurveyMonkey (NASDAQ: SVMK) is a leading global survey software company on a mission to power the curious. The companys People Powered Data platform empowers over 17 million active users to measure & understand feedback from employees, customers, website & app users, & the market. SurveyMonkeys products, enterprise solutions & integrations enable 350,000+ organizations to solve daily challenges, from delivering better customer experiences to increasing employee retention. With SurveyMonkey, organizations around the world can transform feedback into business intelligence that drives growth & innovation.

SurveyMonkey is a place where the curious come to grow. By embedding inclusion into our processes, policies, & culture, we are building a workplace for our 1,000+ employees across North America, Europe, & APAC where people of every background can thrive. Weve won multiple awards & received recognition for our forward-looking policies, including extended parental & bereavement leave, vendor benefits standards, & Take 4 sabbaticals. SurveyMonkey was recognized by Great Place to Work & FORTUNE as a top workplace in 2018 & 2019, & the company has also won numerous awards as a leader in global survey software, including being named among CNBCs Disruptor 50 & the Forbes Cloud 100. 

Over the past couple of years weve become a public company & expanded our platform with enterprise-grade features in privacy, security & compliance, putting SurveyMonkey on the path to rapidly expand our presence within the Fortune 500. We have ambitious goals to grow our international footprint as well, & every member of our troop plays a critical role in driving this growth & transformation. Its an incredible time to join the company & be a part of our next chapter!


Were looking for a sharp, organized leader to join our growing finance team. From accounting to tax to treasury to planning & budgeting, our group supports all aspects of the business to make sure SurveyMonkey stays healthy & grows. If youre ready to bring your strategic, quick-thinking tax, finance & collaboration skills to SurveyMonkey, we want to hear from you.

The Role

SurveyMonkey is looking for a Tax Director to join its tax team. The primary responsibility for this role will be to drive the management, approach, preparation, & review of all US income & indirect tax returns. This position will also oversee global transfer pricing & will be responsible for tax audit & controversy matters.  Finally, & very importantly, the Tax Director will be responsible for developing her/his staff & growing the team as appropriate.  The position will be based in San Mateo & will (as with the other Tax Director) report to the VP of Global Tax.  The Tax Director must be hands-on & willing to prepare or review tax returns depending on the needs of the role & function..   


  • Manage the accurate & timely filing of federal & state tax returns, related international reporting (5471s, 8858s, etc.), tax estimates & extensions
  • Manage the accurate & timely filing of acquisition-related tax returns, including the relevant reporting related to M&A planning & integrations
  • Ensure compliance with all federal, state & local income tax laws, income tax filing requirements, & electronic filing mandates
  • Manage all domestic monthly, quarterly & annual sales & use taxes, property taxes, franchise, gross receipts & other non-income tax returns in multiple jurisdictions
  • Liaise with the tax accounting team in identifying & documenting book-to-tax adjustments, review of provision to return true-up calculations & analysis of tax attributes & cash tax payments
  • Assess & determine ways to streamline the tax return process to become more efficient
  • Effectively coordinate roles & responsibilities between the internal tax team & the co-sourced resources for completion of tax returns
  • Ensure workpapers are complete in support of tax return filings & the defense of tax audits
  • Manage US tax audits, tax inquiries & tax notices
  • Manage quarterly transfer pricing calculations & the annual documentation process
  • Consider opportunities for tax process automation, especially where transfer pricing is concerned.
  • Work with our Dublin finance team in support & review of the foreign tax returns prepared through the Dublin finance team
  • Manage the federal, state & Canada R&D credits
  • Conduct various research & planning projects (e.g., nexus & R&D credit studies) with preparation of supporting technical memos as needed
  • Monitor changes in federal, state, international, indirect & local tax legislation


  • 8+ years of corporate tax experience in industry or public accounting
  • Knowledge of federal, state & local tax laws & applicable regulations
  • International tax knowledge, including transfer pricing
  • Experience with regard to R&D tax credit studies & supporting documentation
  • Analytical planning ability to provide suggestions & alternatives to complex scenarios
  • Strong oral & written communication (face-to-face interview & research credit functional analysis write-up skills a plus)
  • Strong research & documentation skills
  • Bachelors degree in Finance, Accounting or similar field
  • CPA and/or Masters of Science in Taxation (MST) a plus
  • Experience with NetSuite & other business systems a plus

Desired Skills

  • You are a team player & a team leader with ambition to grow
  • You lead with honesty & integrity
  • You are positive, productive, & proactive
  • You have a good sense of sense of humor
  • You are highly motivated & exhibit strong organizational skills with the ability to balance multiple projects & prioritize work
  • You have excellent communication skills & deal effectively with other functional areas, management, & outside consultants.
  • You analyze problems & exercise good judgment in resolving necessary actions.
  • You possess strong computer skills, including with regard to MS Excel, Word, & PowerPoint

At SurveyMonkey, we offer competitive salaries, medical/dental benefits, PTO, 401k, paid holidays & parental leave, & equity compensation.  SurveyMonkey is an equal opportunity employer. We celebrate diversity & are committed to creating an inclusive environment for all employees.

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