Senior Planner Jobs in Santa Rosa, CA (NOW HIRING)

Block is one company built from many blocks, all united by the same purpose of economic empowerment. The blocks that form our foundational teams - People, Finance, Counsel, Hardware, Information Security, Platform Infrastructure Engineering, and more - provide support and guidance at the corporate level. They work across business groups and around the globe, spanning time zones and disciplines to develop inclusive People policies, forecast finances, give legal counsel, safeguard systems, nurture new initiatives, and more. Every challenge creates possibilities, and we need different perspectives to see them all. Bring yours to Block.

We are looking for a Senior Manager, M&A Tax / US Income Tax Planning to join our tax team. You will report to our Head of Global Tax Advisory and will help manage Block's global M&A, Investments, Federal and State income tax planning, Treasury Services, Income/Direct Tax Controversy and Post-Closing Integration/Compliance activities.

• Lead Block's global M&A, investments, and post-closing integration/compliance activities.
• Partner with internal teams, tax colleagues, and external advisors on the tax aspects of acquisitions, dispositions, investments, structuring, and integration. Ensure tax planning and technical matters are accurately reflected in tax filings.
• Perform tax modeling and quantitative analyses (e.g., Sections 382/383, stock basis, and transaction-related calculations).
• Research complex tax issues, advise cross-functional stakeholders (HR, Treasury, Legal, Corporate Development, Accounting), and prepare technical tax memoranda supporting filing positions and planning strategies.
• Manage income tax audits from planning and IDR responses through resolution.
• Support special tax projects, including new product reviews, Treasury and Capital Markets initiatives, and state income tax planning.

• 5+ years of relevant experience in M&A tax, including complex federal income tax planning and tax research experience at a Big Four accounting firm, law firm, or a large multinational corporate environment.
• Knowledge of US federal income tax (e.g., subchapter C and consolidated return regulations).
• Excellent tax research skills.
• Experience working in a dynamic and collaborative environment.
• Project management skills and an enjoyment for working on multiple projects with ownership of your function.
• A hands-on willingness to accept challenging projects outside areas of experience or comfort.

• Fundamental working knowledge of all non-income based federal, state and local, US international, and foreign tax regimes.
• Experience with taxation of cryptocurrencies, financial products and tax information reporting.
• Experience with Treasury-led initiatives, such as capital market transactions, global cash pooling and intercompany lending.
• Experience managing Federal, state and local income tax audits and other tax controversies.
• CPA/MS Taxation or JD/LLM in Tax.

We're working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is an equal opportunity employer evaluating all employees and job applicants without regard to identity or any legally protected class. We will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.

We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we're doing to build a workplace that is fair and square? Check out our I+D page.

While there is no specific deadline to apply for this role, U.S. roles are typically open for an average of 55 days before being filled by a successful candidate. Please refer to the date listed at the top of this job page for when this role was first posted.