About the positionThis 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.
