The Role
Own the global tax function across provision, reporting, compliance, planning, transfer pricing, international structure, M&A, and indirect tax. Lead ASC 740 provision, SaaS nexus and taxability, global filings, audits, tax technology, and advisor relationships. Manage one direct report and partner with executive, finance, legal, revenue, and sponsor stakeholders on tax strategy, transactions, controls, and optimization across U.S., EMEA, and APAC.
Summary Generated by Built In
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.
Key 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.
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.
Skills, Knowledge and Expertise
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
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 insurance
- Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
- 401(k) retirement plan
- Pre-tax transit and parking benefits
- Time 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 phones
- Contributions for gym memberships and health/wellness initiatives.
- Discounted healthcare premiums.
- Healthy meal delivery program subsidies.
Trading Technologies (www.tradingtechnologies.com) is a global capital markets platform services company providing market-leading technology for the end-to-end trading operations of Tier 1 banks, brokerages, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. With its roots in listed derivatives, the Software-as-a-Service (SaaS) company delivers “multi-X” solutions, with “X” representing asset classes, functions, workflows, and geographies. This multi-X approach features trade execution services across futures and options, fixed income, foreign exchange (FX), and cryptocurrencies, augmented by solutions for data and analytics, including transaction cost analysis (TCA); quantitative trading; compliance and trade surveillance; clearing and post-trade allocation; and infrastructure services. The award-winning TT platform ecosystem also helps exchanges deliver innovative solutions to their market participants and technology companies to distribute their complementary offerings to Trading Technologies’ clients.
Trading Technologies is backed by leading global investment firms Thoma Bravo, one of the world’s largest and most experienced software investors, and 7Ridge, a global growth equity firm focused on technology-enabled businesses.
This investment supports Trading Technologies’ continued focus on product innovation, platform scalability, and long-term growth for customers and partners worldwide.
Trading Technologies (TT) is an equal-opportunity employer. Equal employment has been, and continues to be, a required practice at the Company. Trading Technologies’ practice of equal employment opportunity is to recruit, hire, train, promote, and base all employment decisions on ability rather than race, color, religion, national origin, sex/gender orientation, age, disability, sexual orientation, genetic information, parental status, veteran, or any other protected status. Additionally, TT participates in the E-Verify Program for US offices.
About
Trading Technologies is a Software-as-a-Service (SaaS) technology platform provider to the global capital markets industry. The company’s award-winning TT® platform connects to the world’s major international exchanges and liquidity venues in listed derivatives alongside a growing number of asset classes, including fixed income and cryptocurrencies. The TT platform delivers advanced tools for trade execution and order management, market data solutions, analytics, trade surveillance, risk management, and infrastructure services to the world’s leading sell-side institutions, buy-side firms, and exchanges. The company’s blue-chip client base includes Tier 1 banks as well as brokers, money managers, hedge funds, proprietary traders, Commodity Trading Advisors (CTAs), commercial hedgers, and risk managers. These firms rely on the TT ecosystem to manage their end-to-end trading operations. In addition, exchanges utilize TT’s technology to deliver innovative solutions to their market participants. TT also strategically partners with technology companies to make their complementary offerings available to Trading Technologies’ global client base through the TT ecosystem.
Skills Required
- CPA and/or advanced tax degree
- 15+ years of progressive corporate tax experience
- Meaningful experience in a multinational in-house tax function
- Strong blend of public accounting and industry experience
- Deep, hands-on ASC 740 expertise
- Experience owning transfer pricing and U.S. international tax in a multi-entity global structure
- Practical indirect tax experience for software or SaaS, including nexus, taxability, and multi-jurisdiction compliance
- Hands-on M&A tax experience across diligence, structuring, and integration
- Experience managing external advisors and co-sourced compliance
- Big 4 or large regional firm foundation
- Experience in a technology, SaaS, or financial technology company
- Private equity or sponsor-backed environment experience
- Experience with NetSuite, Avalara or a similar tax engine, 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 communication skills for explaining complex tax topics to non-finance and executive stakeholders
- Highly organized, proactive, and comfortable operating in ambiguity with competing priorities
Trading Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Trading Technologies and has not been reviewed or approved by Trading Technologies.
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Healthcare Strength — Health coverage is described as competitive, with multiple plan options, discounted premiums, and wellness initiatives such as gym subsidies and healthy meal programs.
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Leave & Time Off Breadth — Paid time off is portrayed as generous, combining substantial PTO, paid holidays, flexible schedules, and added allowances like training days and volunteer time.
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Parental & Family Support — Family supports include generous parental leave for primary caregivers, backup care for children, adults, and pets, adoption assistance, and dedicated spaces for new mothers.
Trading Technologies Insights
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The Company
What We Do
Trading Technologies creates professional trading software, infrastructure and data solutions for a wide variety of users. Be aware of fraudulent job postings: It has come to our attention that individuals pretending to represent Trading Technologies are posting fake job ads on LinkedIn and possibly other job boards. These individuals conduct candidate interviews via Skype and extend offers, likely with the intent to collect personal information such as banking information, social security number or date of birth. They use a Gmail email address that is not affiliated with Trading Technologies. Only emails using a tradingtechnologies.com or trade.tt email address are authentic. Although we use third party recruiting agencies on a case-by-case basis, all candidates speak with a staff member who has a valid company email address before any offers are extended or personal information collected. Our open positions are posted on BuiltIn and on the Careers page of our website.
Why Work With Us
Cited by Crain's and Built In Chicago as one of Chicago’s best places to work, Trading Technologies is a pioneering financial technology firm that constantly pushes boundaries in the trading industry. TT is a highly collaborative and culture-first organization that fosters an environment of creativity and camaraderie to achieve results.
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