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
$120,000-170,000 - 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.
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