Head of Tax at Nclusion – Palo Alto, California
Nclusion
Palo Alto, California, United States
Posted on
NewEmployment Type:Full-Time
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About This Position
About Nclusion
About the Role
What You’ll Do
What You Bring to the Table
Preferred Qualifications
Benefits and Perks
Nclusion is on a mission to provide traditional financial services to 1.4 billion people worldwide without access today. Without a secure way to save, invest, or transfer money, individuals are not empowered to accumulate short or long-term wealth. We're changing that by bridging the gap between traditional banking and the communities that need it most.
The Head of Tax will lead the global tax strategy for a growing international financial services
company. This role is primarily strategic and forward-looking, responsible for shaping the
organization’s tax position, optimizing global products and structures, and ensuring compliance
across jurisdictions.
The successful candidate will initially operate as a standalone leader, with a mandate to design
and build a scalable tax function over time.
Tax Strategy & Leadership
- Develop and execute a global tax strategy aligned with the company’s objectives and geographic expansion.
- Advise executive leadership on tax implications of business decisions, new markets, and product offerings.
- Lead tax planning initiatives, including legal entity structuring, capital flows, and transfer pricing frameworks.
- Monitor global tax policy developments (e.g., OECD initiatives, digital taxation) and assess business impact.
Global Tax Planning & Structuring
- Design and optimize international tax structures to support growth, efficiency, and risk management.
- Oversee cross-border transactions, intercompany arrangements, and financing structures.
- Provide guidance on M&A activity, including due diligence and post-deal integration.
Governance, Risk & Compliance Oversight
- Establish tax governance frameworks, policies, and controls.
- Ensure compliance with global tax regulations, working with external advisors where needed.
- Manage tax risk and controversy, including audits and interactions with tax authorities.
Function Build-Out
- Define the vision, operating model, and roadmap for the tax function.
- Hire and develop a high-performing global tax team over time.
- Implement systems, processes, and tools to support a scalable tax infrastructure.
Stakeholder Management
- Act as the primary tax advisor to the CFO and executive team.
- Partner with Finance, Legal, Treasury, Engineering / Product, and Operations to embed tax considerations into decision-making.
- Manage relationships with external advisors, auditors, and tax authorities.
- 10–15+ years of progressive tax experience, including leadership roles in multinational environments.
- Deep expertise in international tax, corporate tax planning, and transfer pricing.
- Experience within financial services, fintech, asset management, payments or similarly complex regulated industries.
- Proven ability to operate both strategically and hands-on in a build phase environment.
- Experience building or transforming a tax function.
- Background in a high-growth or globally expanding organization.
- Familiarity with regulatory environments across multiple jurisdictions.
- Professional certifications (CPA, ACA, CTA, or equivalent).
- Law degree (JD or equivalent), particularly with a focus on tax or international business law.
- Strategic thinking with strong execution capability
- Leadership and team-building mindset
- Risk awareness and sound judgment
- Excellent communication and stakeholder management
- Adaptability in a fast-paced, evolving environment
- 📈 401k with a match!
- 🩺 Medical Insurance
- 🦷 Dental Insurance
- 👓 Vision Insurance
- 💸 Competitive compensation & equity – We believe in sharing success.
- ✈️ Flexible PTO – We focus on impact, not tracking vacation days. We encourage a minimum of 14 days.
- 🍽️ In-office lunch, team events & culture
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Job Location
Palo Alto, California, United States
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