Director of Tax
Chicago, IL | Hybrid
A global, PE-backed financial technology company providing SaaS solutions to leading banks, brokerages, hedge funds, asset managers, and other capital markets institutions. The company operates across the U.S., EMEA, and APAC and continues to grow through product expansion and M&A.
About the Role
We are seeking a Director of Tax to own the global tax function end to end. This is a highly hands-on leadership role overseeing tax provision, compliance, international tax, transfer pricing, indirect tax, tax planning, and M&A.
You will manage one direct report and a network of external advisors while partnering closely with Finance, Legal, Accounting, FP&A, and senior leadership.
Key Responsibilities
- Own quarterly and annual ASC 740 tax provision, including deferred taxes, UTPs, valuation allowances, and ETR analysis.
- Lead U.S. and international tax compliance, audits, and controversy.
- Manage transfer pricing and international tax, including intercompany arrangements and cross-border structuring.
- Serve as the tax lead on M&A diligence, transaction structuring, and integration.
- Lead global indirect tax across SaaS, software, data, and professional services.
- Develop tax planning strategies around cash taxes, credits, entity structure, and acquisitions.
- Manage external tax advisors and build scalable tax processes and controls.
- Advise executive leadership and sponsor stakeholders on tax matters.
Qualifications
- CPA and/or advanced tax degree required.
- 15+ years of progressive corporate tax experience.
- Strong combination of public accounting and in-house multinational tax experience.
- Deep, hands-on ASC 740 expertise.
- Strong U.S. international tax and transfer pricing experience.
- Experience with SaaS/software indirect tax and multi-jurisdiction nexus.
- Hands-on M&A tax experience across diligence, structuring, and integration.
- Experience managing external advisors and co-sourced compliance.
- Strong communication skills and ability to operate independently in a complex, fast-paced environment.
Preferred
- SaaS, technology, fintech, or financial services experience.
- Private equity/sponsor-backed experience.
- EMEA/APAC tax exposure.
- NetSuite, Avalara, or tax provision software experience.
- SOX or SOX-adjacent controls experience.
Why This Opportunity
- Global ownership of the tax function
- Direct exposure to senior leadership and PE sponsors
- Broad responsibility across domestic and international tax
- Significant M&A and strategic tax exposure
- Opportunity to build and scale the tax function within a growing technology platform