Tax Manager/Senior Tax Manager

Old Mission; Chicago (IL); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Fully paid health/dental/vision

401(k) with employer match

Paid vacation and parental leaves

On-site meals and snacks

Commuter benefits

Job summary

Old Mission, a global trading firm, seeks a Tax Manager to partner with the Tax Director in Chicago. You will own U.S. international tax compliance workpapers, monitor GILTI and related issues, and coordinate with external advisors.

The role requires hands-on technical depth and experience with transfer pricing and tax provisions. The position involves preparing and reviewing federal/state returns, indirect tax filings, and building analyses to inform tax positions.

Qualifications

• 6–8+ years of tax experience; Big 4, national firm, or strong regional FS practice preferred
• Hands-on technical depth in U.S. and international tax, including GILTI/NCTI, Subpart F, and foreign tax credits
• Experience preparing and reviewing federal and state tax returns and workpapers in financial services context
• Knowledge of indirect tax (VAT/Use Tax/GST) in compliance settings
• CPA license or near completion; active license preferred
• Proficiency in Excel (XLOOKUP, PivotTables, Power Query) and large data handling

Responsibilities

• Prepare and own U.S. international tax compliance workpapers across CFCs and partnerships
• Maintain CFC and partnership analyses and coordinate with external advisors
• Monitor Pillar Two developments and advise on impact for compliance
• Support transfer pricing documentation for cross-border intercompany transactions
• Prepare tax return information packages and review external tax returns
• Oversee indirect tax filings and information reporting obligations
• Develop and implement tax workflow improvements and document controls

Skills

Tax expertise (U.S. & international)

Advanced Excel

Attention to detail

Communication & teamwork

Education

CPA licensed or near completion

Tools

Excel

Thomson Reuters Checkpoint

Job description

Old Mission is a global proprietary trading firm that leverages state-of-the-art technology and research to identify and execute profitable trading strategies across multiple asset classes around the world. Our offices in Chicago, New York, and London are all composed of naturally-curious individuals who thrive in a team environment and constantly strive for improvement.

About The Position

This is a hands-on role in every sense. The Tax Manager works alongside the Tax Director, not behind them. Both positions are expected to work together: preparing workpapers, reviewing returns, conducting primary research, owning compliance deadlines, and building the analysis that informs the firm’s tax positions.

Responsibilities

U.S. International Tax

• Prepare and own U.S. international tax compliance workpapers and supporting schedules across the firm's controlled foreign corporations and partnerships, including GILTI/NCTI, FDII/FDDEI, BEAT, Subpart F, foreign tax credits and FTC limitation analysis, and foreign withholding and treaty positions
• Maintain and update CFC and partnership analyses including tested income, tested loss, net deemed tangible income return calculations, and high-tax exclusion evaluations; coordinate with external advisors on FTC planning and transfer pricing strategies
• Monitor the impact of OBBBA, evolving IRS guidance, and OECD Pillar Two developments on the firm's international tax positions and assess implications for compliance and planning
• Support transfer pricing documentation and intercompany agreements for cross-border transactions between U.S. and foreign entities.

Federal, State & Local Tax Compliance

• Prepare tax return information packages and detailed workpapers for external tax consulting firms; independently review all externally prepared federal and state returns prior to submission
• Support preparation and review of indirect tax filings including VAT, Use Tax, and GST across applicable domestic and international jurisdictions
• Own withholding and information reporting obligations for Forms 1099, 1042-S, and 8804 for the firm and its related entities
• Build and maintain the firm’s tax compliance calendar; proactively identify all upcoming deadlines and coordinate timely completion with internal teams and outside advisors

Research, Planning & Authority Response

• Conduct primary research on federal, state and local, and international tax issues; prepare well-reasoned technical memos for Tax Director review
• Prepare substantive responses to information document requests (IDRs) from the IRS, state, and city taxing authorities; maintain organized examination support files
• Monitor and assess legislative and regulatory developments including IRS guidance, Treasury regulations, and OECD Pillar Two updates; brief the Tax Director on implications for the firm
• Provide tax analysis in support of proposed transactions, new entity structures, and strategic initiatives

Process, Data & Technology

• Identify and implement process improvements to tax workflows; evaluate new tools and procedures for more accurate, efficient compliance
• Leverage Excel (Power Query, XLOOKUP, PivotTables, array formulas) and AI research tools to streamline workpaper preparation, data manipulation, and reconciliation
• Document and maintain policies, procedures, and internal controls for the Tax function
• Work cross-functionally with Accounting, Legal, and Operations on tax matters, regulatory reporting, and ad hoc special projects as directed

Required Skills

• 6–8+ years of tax experience; public accounting background at the Manager or experienced Senior level strongly preferred (Big 4, national firm, or strong regional with FS practice)
• Genuine hands-on technical depth in U.S. and international tax, direct experience preparing and reviewing GILTI/NCTI, Subpart F, and foreign tax credit workpapers; conceptual familiarity alone will not meet the bar
• Experience preparing and independently reviewing federal and state tax returns and workpapers, preferably in a financial services, partnership, or trading firm context
• Working knowledge of indirect tax, VAT, Use Tax, or GST in a compliance setting
• CPA licensed or within one exam section of completion (active license strongly preferred)
• Advanced Excel proficiency, XLOOKUP, PivotTables, Power Query, SUMIF/SUMIFS; comfort manipulating large financial datasets
• Exceptional attention to detail and organizational discipline; able to manage multiple high-stakes deadlines without dropping the ball
• Impeccable ethics, integrity, and proven ability to handle confidential and market-sensitive information

Preferred Skills

• Prior experience in a financial services tax environment, proprietary trading firm, hedge fund, or investment partnership
• Transfer pricing experience, including intercompany agreements and benchmarking documentation
• Exposure to Pillar Two / OECD Global Minimum Tax framework and its interaction with U.S. GILTI rules
• Experience with SALT filings and withholding requirements for investment partnerships
• Familiarity with ASC 740 income tax accounting and quarterly tax provision work
• Experience with tax research databases, Thomson Reuters Checkpoint, Bloomberg Tax, or CCH AnswerConnect
• Working knowledge of AI tools applied to tax research, drafting, and workflow automation
• BS/BA in Accounting or Finance

Benefits And Perks

• Fully paid Medical, Dental, Vision, Disability, and Life Insurance
• Fully stocked kitchen; free breakfast and lunch every day on-site
• Tuition Reimbursement Program
• 401(k) with employer match
• Paid Vacation, Sick, and Parental leaves
• Commuter and Flexible Spending Programs
• On-site 5 days a week for the first 3 to 6 months, then 4 days in the office and 1 day remote thereafter

Base Salary Range

$120,000-160,000- Salaries are based on numerous factors such as skills, experience, and education. Our compensation package also includes a discretionary bonus and a comprehensive benefits program for full-time employees. For more information, reach out to your recruiter.

Old Mission is not accepting unsolicited resumes from any staffing/search firms. All resumes submitted by staffing/search firms to any employee at Old Mission via-email, the Internet or directly without a valid signed search agreement will be deemed the sole property of Old Mission, and no fee will be paid in the event the candidate is hired by Old Mission.