Responsibilities
Federal & International Income Tax
- Own and manage U.S. federal income tax compliance and planning across all Crumbl legal entities, including Crumbl Enterprises, Crumbl Franchising, Crumbl Foods, Crumbl Canada, Crumbl Foods Canada, and Crumbl International.
- Coordinate the preparation and review of consolidated and entity-level federal tax returns, whether prepared internally or by external advisors
- Manage cross-border tax considerations for Canadian subsidiaries, including transfer pricing documentation, withholding obligations, and U.S.-Canada treaty positions
- Monitor and assess the impact of legislative and regulatory developments — federal and international — on Crumbl’s tax strategy and filing positions
- Develop and maintain technical white paper documentation supporting significant tax positions
- Serve as primary company representative in all tax audits and controversies (federal, state, local, and Canada), including managing information requests, negotiating resolutions, and coordinating with outside advisors
- Provide proactive tax input on long‑range planning, capital structure, international expansion, and M&A, including modeling after‑tax outcomes for key strategic decisions
State & Local Tax (SALT)
- Lead multi-state income and franchise tax compliance, including apportionment analysis across jurisdictions where Crumbl has nexus (corporate operations, franchise activity, or employee presence)
- Manage sales and use tax compliance for corporate-operated activities, including manufacturing inputs, intercompany transactions, and production-related purchases
- Proactively track nexus creation driven by franchise system expansion, new state registrations, and workforce changes — and address exposure before it becomes a liability
- Serve as the internal authority on SALT matters; manage state audits, notices, and controversy items end-to-end
PE Partnership & Tax Distribution Management
- Manage partnership tax compliance obligations arising from Crumbl’s PE ownership structure, including K-1 preparation coordination, tax allocation schedules, and partner-level tax basis tracking
- Model and manage tax distributions in accordance with operating agreement provisions, ensuring distributions appropriately reflect the tax obligations of each partner class
- Serve as the primary point of contact with PE partners and their external tax advisors; provide accurate and timely tax reporting packages
- Track tax attributes including net operating losses, credits, and basis positions relevant to the partnership structure
- Support transaction-related tax work, including equity events, acquisitions, or structural changes
- Design and continually refine Crumbl’s overall tax strategy to balance cash taxes, effective tax rate, and audit risk in alignment with PE sponsor and management objectives
Tax Accounting & Financial Reporting
- Own the consolidated income tax provision (ASC 740), including current and deferred tax calculations, uncertain tax positions, and effective rate analysis
- Maintain and reconcile all tax-related balance sheet accounts across entities — deferred tax assets and liabilities, taxes payable, and estimated tax installment schedules
- Leverage NetSuite’s multi-entity and multi-currency infrastructure to extract accurate tax data, support entity-level reporting, and ensure FX-adjusted accruals are properly reflected
- Deliver timely and accurate tax accruals as part of the monthly financial close process in coordination with the broader Finance team
Process, Controls & Cross-Functional Partnership
- Build and maintain the tax function’s infrastructure — compliance calendars, documented procedures, internal controls, and filing checklists — appropriate for a company of Crumbl’s scale and complexity
- Partner with FP&A, Accounting, Legal, and Operations to integrate tax considerations into business decisions, new initiatives, and entity-level changes
- Evaluate and implement process improvements to maximize legitimate tax efficiency through structure, credits, and available programs (including R&D tax credits where applicable)
- Manage relationships with external tax advisors; define scope, oversee deliverable quality, and ensure cost efficiency
- Ensure tax audits and controversy items are managed professionally, resolved efficiently, and documented appropriately
- Own cash tax forecasting and estimated tax payment planning, partnering with FP&A and Treasury to incorporate cash taxes into liquidity and covenant planning.
Qualifications
- CPA required; advanced tax degree (MST or LLM in Taxation) strongly preferred
- Minimum 8–10 years of progressive corporate or partnership tax experience; combination of Big 4 public accounting and in-house industry experience is the preferred profile
- Demonstrated command of U.S. federal income tax compliance and planning — corporate and partnership.
- Multi-state SALT experience including income tax apportionment, nexus analysis, and sales & use tax
- Working knowledge of ASC 740 and income tax provision preparation
- Familiarity with international tax issues, including cross-border structures and Canada-U.S. considerations
- High proficiency with NetSuite or comparable multi-entity ERP systems
- High proficiency in Excel for tax modeling and analysis
- Effective communicator — able to translate complex tax concepts clearly for Finance leadership, operational partners, and non-tax audiences
- Strong organizational skills and demonstrated ability to manage a multi-deadline compliance calendar without supervision
- Demonstrated experience acting as the senior‑most tax resource for a business unit or company, including direct interaction with executive leadership and investors
- Experience with pass-through entity taxation and/or PE-backed company structures, including K-1s, tax allocation schedules, tax distribution waterfalls, and tax basis computations
- Franchise industry experience, or prior exposure to restaurant, retail, or consumer brand tax environments with multi-unit economics R&D tax credit process experience
- Experience building or significantly improving a tax function’s processes and controls from a limited starting point
Familiarity with MacOS environment