Director of Tax
Pacific Asia Tech Trade Inc · Chicago, IL · 1 mo ago
Accounting$160k–$200k/yrFull-time
We need to output HTML fragment with sections: headings for each section present: About the role? The posting includes description paragraphs before responsibilities. Could treat as "About the role" or maybe "Overview". The instructions: use
for each section present: About the role? The posting includes description paragraphs before responsibilities. Could treat as "About the role" or maybe "Overview". The instructions: use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We need to include sections only when posting has real specific content. We have content for Responsibilities (Key Responsibilities). We have Skills, Knowledge and Expertise (Skills). We have Benefits (Compensation and Benefits). We have maybe "About the role" from introductory paragraphs. Also maybe "Qualifications" could be covered under Skills? But we have "Skills, Knowledge and Expertise" which includes essential and desirable skills. Could map to "Skills". Also maybe "Requirements" could be separate but not needed if covered. We'll include About the role (overview), Responsibilities, Skills, Benefits. Also maybe Pay (Compensation) is part of Benefits section; we can include Pay inside Benefits or separate Pay section. The instruction: include a section ONLY when posting has real specific content. Pay: they gave compensation range $160,000 – $200,000 / year. That's specific. So we could have a Pay section. Benefits: they list many benefits. So we could have Benefits section separate. Or combine Pay and Benefits? The instruction says prefer a few substantive sections over many thin ones. Could combine Pay and Benefits into one Benefits section that includes compensation and benefits. But they gave separate headings examples: Benefits, Pay, Schedule. We could make a Benefits section that includes compensation and benefits details. That's okay. Schedule: they mention hybrid position requiring three days in-office, two remote. That's schedule info. So we could include Schedule section. So sections: About the role, Responsibilities, Skills, Benefits (including compensation), Schedule.
We must not repeat job title as heading. No Job ID. Remove boilerplate like EEO, legal, application instructions, duplicated lines. Also remove repeated paragraphs (the posting appears duplicated). We need to preserve all substantive information.
Let's extract content.
About the role: The introductory paragraphs before "Key Responsibilities". Let's capture:
"Permanent - Full Time Chicago Posted 1 hour ago Website Trading Technologies Multi-asset platform for capital markets Trading Technologies is a global capital markets technology company operating across the U.S., EMEA and APAC. We are looking for a Director of Tax to own the global tax function end to end — provision and reporting, compliance, planning, and structure. This is a hands-on leadership role, not an oversight seat. You will be the company’s in-house tax authority: setting strategy, managing one direct report, and directing a network of external advisors across multiple jurisdictions. You will own the answer, and you will often be the person who builds it. The work spans a multi-entity international structure, a SaaS revenue model with complex indirect tax exposure, an active M&A agenda, and private-equity ownership. We are looking for someone with strong technical judgment, the initiative to get ahead of issues rather than react to them, and the pragmatism to decide with incomplete information. If you want breadth and ownership rather than a narrow specialty, this role is for you."
We can keep that as About the role.
Responsibilities: The bullet list under "Key Responsibilities" with subheadings: Tax Provision & Reporting, Global Compliance & Controversy, Transfer Pricing & International Structure, M&A and Tax Planning, Indirect Tax & SaaS Nexus, Leadership & Cross-Functional Partnership. We need to output as - for any list of duties/requirements/benefits. Should we keep subheadings inside li? Probably each responsibility area as a li with its description. Could also keep subheadings as strong text inside li. We'll produce li elements each containing the heading (maybe bold) and description.
Skills: Under "Skills, Knowledge and Expertise" with Essential Skills & Experience and Desirable Skills & Experience. We'll output as ul li.
Benefits: Compensation range and benefits list. We'll output Pay maybe inside Benefits or separate Pay. Let's make Benefits section that includes compensation and benefits list.
Schedule: hybrid model details.
We must not include boilerplate like "Trading Technologies (www.tradingtechnologies.com) is a global capital markets platform services company..." that's after benefits; also the repeated description about company etc. Also EEO statement, E-Verify, apply link, etc. Remove those.
Now craft HTML.
We'll start with maybe not needed; just output headings and content.
Example:
About the role
...
Responsibilities
- Tax Provision & Reporting: Own the quarterly and annual income tax provision under ASC 740 — current and deferred taxes, valuation allowances, uncertain tax positions, return-to-provision, and effective tax rate analysis and forecasting. Prepare tax disclosures for financial statements and lender reporting, and serve as the primary point of contact for external auditors on all tax matters. Maintain tax account reconciliations, provision-to-return true-ups, and supporting documentation that is complete and audit-ready. Build and maintain tax controls and process documentation aligned with the broader finance control environment.
- Global Compliance & Controversy: Own the global tax compliance calendar across U.S. federal, state and local, and international jurisdictions — ensuring accurate, timely filings and no missed obligations. Manage external advisors relationships: define scope, review deliverables, control fees, and hold providers to deadlines. Manage tax audits, notices, and inquiries end to end, developing positions and negotiating resolutions with taxing authorities. Monitor legislative and regulatory change across the jurisdictions where we operate and assess the impact on the company.
... etc.
We need to include all responsibilities content.
Let's extract each responsibility section text.
From posting:
Tax Provision & Reporting Own the quarterly and annual income tax provision under ASC 740 — current and deferred taxes, valuation allowances, uncertain tax positions, return-to-provision, and effective tax rate analysis and forecasting.Prepare tax disclosures for financial statements and lender reporting, and serve as the primary point of contact for external auditors on all tax matters.Maintain tax account reconciliations, provision-to-return true-ups, and supporting documentation that is complete and audit-ready.Build and maintain tax controls and process documentation aligned with the broader finance control environment.
Global Compliance & Controversy Own the global tax compliance calendar across U.S. federal, state and local, and international jurisdictions — ensuring accurate, timely filings and no missed obligations.Manage external advisors relationships: define scope, review deliverables, control fees, and hold providers to deadlines.Manage tax audits, notices, and inquiries end to end, developing positions and negotiating resolutions with taxing authorities.Monitor legislative and regulatory change across the jurisdictions where we operate and assess the impact on the company.
Transfer Pricing & International Structure Own the global transfer pricing framework — intercompany service, IP, and cost-sharing arrangements — including policy design, annual documentation, local files, and country-by-country reporting.Calculate, book, and monitor intercompany charges and true-ups; ensure legal agreements, invoicing, and actual cash movement are consistent with policy.Advise on international structure and cross-border flows: entity rationalization, cash repatriation, withholding taxes, treaty positions, and permanent establishment risk from remote and travelling employees.Model and manage U.S. international tax positions (GILTI, FDII, BEAT, Subpart F, foreign tax credits) and their effect on the global effective tax rate and cash taxes.
M&A and Tax Planning Serve as the tax lead on M&A transactions from diligence through integration — identifying exposures, quantifying risk, and recommending deal structure and purchase agreement protections.Partner with Accounting on acquisition accounting for tax: opening deferred taxes, attribute carryover and limitations, and integration of acquired entities into the provision and compliance processes.Develop and execute the tax planning agenda — cash tax optimization, credits and incentives including R&D credits, legal entity structure, and post-acquisition integration planning.Support executive leadership and sponsor stakeholders with modelling and analysis on structuring, financing, and transaction-related tax considerations.
Indirect Tax & SaaS Nexus Own indirect tax globally — U.S. sales and use tax, VAT/GST, and digital services taxes — including registrations, filings, and reverse charge and place-of-supply determinations.Determine taxability and nexus for a multi-jurisdiction SaaS and data business, spanning software, hosted services, data feeds, and professional services.Own tax engine and system configuration (e.g., Avalara or similar) in partnership with finance systems and revenue operations, ensuring correct rates and treatment at the point of invoicing in NetSuite.Manage exemption certificate processes, customer tax inquiries, voluntary disclosure agreements, and remediation of historical exposure.
Leadership & Cross-Functional Partnership Manage and develop one direct report, building a function that scales through process and automation rather than headcount.Act as a strategic partner to Legal, FP&A, Accounting, Revenue Operations, People, and the business — bringing tax into decisions before they become tax problems.Translate complex tax positions into clear, decision-ready recommendations for senior leadership and sponsor stakeholders.
Now Skills:
Essential Skills & Experience CPA and/or advanced tax degree required.15+ years of progressive corporate tax experience, including meaningful time in a multinational in-house tax function.A strong blend of public accounting and industry experience; Big 4 or large regional firm foundation preferred.Deep, hands-on ASC 740 expertise — able to own the provision and defend it to auditors without outsourcing the judgment.Demonstrated ownership of transfer pricing and U.S. international tax in a multi-entity global structure.Practical experience with indirect tax for software or SaaS: nexus, taxability, and multi-jurisdiction compliance.Hands-on M&A tax experience across diligence, structuring, and integration.Proven success managing external advisors and co-sourced compliance — scoping work, controlling cost, and reviewing quality.
Desirable Skills & Experience Experience in a technology, SaaS, or financial technology company.Private equity or sponsor-backed environment, including lender and Board reporting requirements.Experience with NetSuite, a tax engine such as Avalara, and tax provision software.Exposure to EMEA and APAC compliance regimes and multi-currency consolidations.Familiarity with SOX or SOX-adjacent internal controls frameworks.Excellent communicator — able to translate complex tax topics for non-finance audiences and executive stakeholders.Highly organized, proactive, and comfortable operating in ambiguity with competing priorities.
Benefits: Compensation: $160,000 – $200,000 / year Competitive Benefits & Perks We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance. Health & Financial Security:Medical, Dental, and Vision insuranceFlexible Spending Accounts (FSA) & Health Savings Accounts (HSA)401(k) retirement planPre-tax transit and parking benefitsTime Off & Flexibility:Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days. This is a hybrid position requiring three days of in-office collaboration per week, with the flexibility to work remotely for the remaining two days. Our hybrid model is designed to balance individual flexibility with the benefits of in-person collaboration, enhanced team cohesion, spontaneous innovation, hands-on mentorship opportunities and strengthens our company culture.22 days of Paid Time Off (PTO) per year, with the option to roll over unused days.One dedicated day per year for volunteering.Two professional development days per year to allow uninterrupted professional development.An additional PTO day added during milestone anniversary years.Robust paid holiday schedule with early dismissal.Generous parental leave for all parents (including adoptive parents).Work-Life Support & Resources:Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.Backup child and pet care, as well as tutoring services.Milestone anniversary bonuses.Wellness & Lifestyle Perks:Stipend and subsidy contributions toward personally-owned cell
- for any list of duties/requirements/benefits. Should we keep subheadings inside li? Probably each responsibility area as a li with its description. Could also keep subheadings as strong text inside li. We'll produce li elements each containing the heading (maybe bold) and description.
Skills: Under "Skills, Knowledge and Expertise" with Essential Skills & Experience and Desirable Skills & Experience. We'll output as ul li.
Benefits: Compensation range and benefits list. We'll output Pay maybe inside Benefits or separate Pay. Let's make Benefits section that includes compensation and benefits list.
Schedule: hybrid model details.
We must not include boilerplate like "Trading Technologies (www.tradingtechnologies.com) is a global capital markets platform services company..." that's after benefits; also the repeated description about company etc. Also EEO statement, E-Verify, apply link, etc. Remove those.
Now craft HTML.
We'll start with maybe not needed; just output headings and content.
Example:
About the role
...
Responsibilities
- Tax Provision & Reporting: Own the quarterly and annual income tax provision under ASC 740 — current and deferred taxes, valuation allowances, uncertain tax positions, return-to-provision, and effective tax rate analysis and forecasting. Prepare tax disclosures for financial statements and lender reporting, and serve as the primary point of contact for external auditors on all tax matters. Maintain tax account reconciliations, provision-to-return true-ups, and supporting documentation that is complete and audit-ready. Build and maintain tax controls and process documentation aligned with the broader finance control environment.
- Global Compliance & Controversy: Own the global tax compliance calendar across U.S. federal, state and local, and international jurisdictions — ensuring accurate, timely filings and no missed obligations. Manage external advisors relationships: define scope, review deliverables, control fees, and hold providers to deadlines. Manage tax audits, notices, and inquiries end to end, developing positions and negotiating resolutions with taxing authorities. Monitor legislative and regulatory change across the jurisdictions where we operate and assess the impact on the company. ... etc. We need to include all responsibilities content. Let's extract each responsibility section text. From posting: Tax Provision & Reporting Own the quarterly and annual income tax provision under ASC 740 — current and deferred taxes, valuation allowances, uncertain tax positions, return-to-provision, and effective tax rate analysis and forecasting.Prepare tax disclosures for financial statements and lender reporting, and serve as the primary point of contact for external auditors on all tax matters.Maintain tax account reconciliations, provision-to-return true-ups, and supporting documentation that is complete and audit-ready.Build and maintain tax controls and process documentation aligned with the broader finance control environment. Global Compliance & Controversy Own the global tax compliance calendar across U.S. federal, state and local, and international jurisdictions — ensuring accurate, timely filings and no missed obligations.Manage external advisors relationships: define scope, review deliverables, control fees, and hold providers to deadlines.Manage tax audits, notices, and inquiries end to end, developing positions and negotiating resolutions with taxing authorities.Monitor legislative and regulatory change across the jurisdictions where we operate and assess the impact on the company. Transfer Pricing & International Structure Own the global transfer pricing framework — intercompany service, IP, and cost-sharing arrangements — including policy design, annual documentation, local files, and country-by-country reporting.Calculate, book, and monitor intercompany charges and true-ups; ensure legal agreements, invoicing, and actual cash movement are consistent with policy.Advise on international structure and cross-border flows: entity rationalization, cash repatriation, withholding taxes, treaty positions, and permanent establishment risk from remote and travelling employees.Model and manage U.S. international tax positions (GILTI, FDII, BEAT, Subpart F, foreign tax credits) and their effect on the global effective tax rate and cash taxes. M&A and Tax Planning Serve as the tax lead on M&A transactions from diligence through integration — identifying exposures, quantifying risk, and recommending deal structure and purchase agreement protections.Partner with Accounting on acquisition accounting for tax: opening deferred taxes, attribute carryover and limitations, and integration of acquired entities into the provision and compliance processes.Develop and execute the tax planning agenda — cash tax optimization, credits and incentives including R&D credits, legal entity structure, and post-acquisition integration planning.Support executive leadership and sponsor stakeholders with modelling and analysis on structuring, financing, and transaction-related tax considerations. Indirect Tax & SaaS Nexus Own indirect tax globally — U.S. sales and use tax, VAT/GST, and digital services taxes — including registrations, filings, and reverse charge and place-of-supply determinations.Determine taxability and nexus for a multi-jurisdiction SaaS and data business, spanning software, hosted services, data feeds, and professional services.Own tax engine and system configuration (e.g., Avalara or similar) in partnership with finance systems and revenue operations, ensuring correct rates and treatment at the point of invoicing in NetSuite.Manage exemption certificate processes, customer tax inquiries, voluntary disclosure agreements, and remediation of historical exposure. Leadership & Cross-Functional Partnership Manage and develop one direct report, building a function that scales through process and automation rather than headcount.Act as a strategic partner to Legal, FP&A, Accounting, Revenue Operations, People, and the business — bringing tax into decisions before they become tax problems.Translate complex tax positions into clear, decision-ready recommendations for senior leadership and sponsor stakeholders. Now Skills: Essential Skills & Experience CPA and/or advanced tax degree required.15+ years of progressive corporate tax experience, including meaningful time in a multinational in-house tax function.A strong blend of public accounting and industry experience; Big 4 or large regional firm foundation preferred.Deep, hands-on ASC 740 expertise — able to own the provision and defend it to auditors without outsourcing the judgment.Demonstrated ownership of transfer pricing and U.S. international tax in a multi-entity global structure.Practical experience with indirect tax for software or SaaS: nexus, taxability, and multi-jurisdiction compliance.Hands-on M&A tax experience across diligence, structuring, and integration.Proven success managing external advisors and co-sourced compliance — scoping work, controlling cost, and reviewing quality. Desirable Skills & Experience Experience in a technology, SaaS, or financial technology company.Private equity or sponsor-backed environment, including lender and Board reporting requirements.Experience with NetSuite, a tax engine such as Avalara, and tax provision software.Exposure to EMEA and APAC compliance regimes and multi-currency consolidations.Familiarity with SOX or SOX-adjacent internal controls frameworks.Excellent communicator — able to translate complex tax topics for non-finance audiences and executive stakeholders.Highly organized, proactive, and comfortable operating in ambiguity with competing priorities. Benefits: Compensation: $160,000 – $200,000 / year Competitive Benefits & Perks We offer a comprehensive benefits package designed to support your well-being, growth, and work-life balance. Health & Financial Security:Medical, Dental, and Vision insuranceFlexible Spending Accounts (FSA) & Health Savings Accounts (HSA)401(k) retirement planPre-tax transit and parking benefitsTime Off & Flexibility:Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days. This is a hybrid position requiring three days of in-office collaboration per week, with the flexibility to work remotely for the remaining two days. Our hybrid model is designed to balance individual flexibility with the benefits of in-person collaboration, enhanced team cohesion, spontaneous innovation, hands-on mentorship opportunities and strengthens our company culture.22 days of Paid Time Off (PTO) per year, with the option to roll over unused days.One dedicated day per year for volunteering.Two professional development days per year to allow uninterrupted professional development.An additional PTO day added during milestone anniversary years.Robust paid holiday schedule with early dismissal.Generous parental leave for all parents (including adoptive parents).Work-Life Support & Resources:Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment.Backup child and pet care, as well as tutoring services.Milestone anniversary bonuses.Wellness & Lifestyle Perks:Stipend and subsidy contributions toward personally-owned cell