Korn Ferry is partnering with a privately held, global financial services firm headquartered in Chicago on a newly created Tax Manager / Senior Tax Manager opportunity.
This is a hands-on position working closely with the Tax Director. The role is designed for someone who wants to stay involved in the technical work while also taking ownership of projects and helping improve the way the tax function operates.
The scope is intentionally broad. The person will work across U.S. international tax, federal and state matters, tax planning and research, transactions, transfer pricing, compliance, and process improvement. As the business continues to grow internationally, this individual will also help evaluate new tax issues and support the evolving needs of the organization.
Key Responsibilities
International Tax
- Manage international tax calculations, workpapers and supporting documentation for foreign subsidiaries and partnership structures.
- Work directly with areas including GILTI/NCTI, Subpart F, FDII/FDDEI, BEAT and foreign tax credits.
- Maintain CFC-related analyses, including tested income/loss calculations, QBAI considerations and high-tax exception evaluations.
- Partner with outside advisors on international planning matters, including foreign tax credit optimization and transfer pricing.
- Evaluate the tax impact of changes in U.S. international tax rules, IRS guidance and global minimum tax developments.
- Assist with transfer pricing support and documentation for transactions between U.S. and foreign entities.
Federal, State & Other Compliance
- Develop the schedules, supporting documentation and information packages used by outside tax advisors to prepare federal and state filings.
- Review externally prepared returns for accuracy and completeness before filing.
- Assist with indirect tax requirements, which may include VAT, GST and use tax across different jurisdictions.
- Oversee applicable information reporting and withholding requirements, including Forms 1099, 1042-S and 8804.
- Maintain the tax calendar and coordinate deadlines across internal stakeholders and external service providers.
Tax Research & Planning
- Research complex U.S. and international tax matters and summarize conclusions in clear technical documentation.
- Assist with responses to requests and examinations from federal, state and local taxing authorities.
- Stay current on legislative and regulatory changes and evaluate how new rules could affect the organization.
- Provide tax input on new entities, transactions, investments and other business initiatives.
- Work closely with the Tax Director on planning opportunities and emerging tax matters.
Process Improvement & Technology
- Look for opportunities to make tax processes more efficient, scalable and accurate.
- Use advanced Excel, data tools and emerging AI capabilities to improve workpapers, reconciliations, analysis and research.
- Help establish and maintain tax procedures, documentation and internal controls.
- Partner with Accounting, Legal, Operations and other groups on projects that have tax implications.
- Participate in special projects as the business and tax function continue to evolve.
Background We’re Looking For
- Approximately 6-8+ years of relevant tax experience.
- Public accounting experience at the Manager or experienced Senior level is strongly preferred, particularly from a Big 4, national or well-established regional firm.
- Strong hands‑on international tax experience required. Candidates should have practical experience preparing or reviewing calculations involving GILTI/NCTI, Subpart F and foreign tax credits, rather than only general familiarity with these areas.
- CPA preferred. Candidates nearing completion of the CPA may also be considered.
- Comfortable working with large and sometimes complex financial datasets.
- Strong organizational skills and the ability to manage multiple deadlines simultaneously.
- High level of discretion and sound judgment when handling confidential information.
Why Consider the Opportunity?
- Direct access to leadership: Work closely with the Tax Director with meaningful ownership and visibility.
- Strong international exposure: Hands‑on work across GILTI/NCTI, Subpart F, foreign tax credits, transfer pricing and evolving global tax matters.
- Broader than compliance: Exposure to planning, research, transactions, entity structures and strategic initiatives.
- Opportunity to make an impact: Join a lean team and help improve processes, technology, data and automation.
- Global scale, entrepreneurial environment: Work within a sophisticated, growing international business without the layers of a large corporate tax department.
Benefits & Work Environment
- Company-paid medical, dental, vision, disability and life insurance, including family coverage
- 401(k) with 4% employer match
- Paid vacation, sick time and parental leave
- Commuter and flexible spending programs
- Breakfast and lunch provided in the office
- Initial in‑office period during the first several months, transitioning to four days in office and one remote day per week