Senior Tax Strategist and Manager
PEAK6 Investments, established in 1997, is a leading financial institution in Chicago with a demonstrated track record of success in proprietary trading. Specializing in inventory and risk management, PEAK6 Investments employs state of the art technology and proprietary tools and is thoroughly committed to building the next generation of automated trading systems and businesses. PEAK6 is constantly expanding its commercial focus to include leading-edge initiatives in the hedge fund, online media, retail options brokerage and institutional trading segments. Voted Chicago's Best and Brightest Employers to Work For, four of the last five years, PEAK6 Investments offers: competitive salary, performance bonuses, and a great benefits package including: medical, dental, vision, 401K, paid vacation, sickness and disability benefits, life insurance, tuition reimbursement, along with a casual work environment and dress code and the occasional yoga class. PEAK6 currently employs over 400 professionals and is rapidly growing in scope, complexity and depth of operation.
PEAK6 Investments is currently seeking a Senior Tax Strategist and Manager to join our Chicago based Finance team. This individual will be responsible for overseeing, managing and advising on end-to-end tax responsibilities for PEAK6 and all of its entities.
Primary responsibilities will include working with the company's external providers on tax return preparation and reporting, calculation of partner allocations, complying with state withholding requirements, responding to state and federal regulatory agency notices, as well as ensuring overall compliance with tax laws. This individual will also be responsible for research and planning related to the development of tax strategies across the entire PEAK6 organization.
Key Skills Responsibilities:
- Federal and State Taxes Filings – Partner with outside service providers for preparation of the necessary tax filings. Assistance will include the gathering of data, answering questions and preparing necessary tax schedules to assist with the process.
- State Taxes – Assist with identification and assessment of state tax filing needs.
- Drive tax optimization and exposure mitigation strategies including assessment of legal structure, consideration of tax law changes and assessment of new business strategies.
- Performing book-to-tax reconciliation – e.g., Tracking of gains / losses on investments for tax purposes; reconcile monthly.
- Strong understanding of FATCA with the ability to lead and serve as project manager for compliance across the organization.
- Working with 3rd party vendors to file for tax credits and assess / research other sources of potential credits.
- MA Tax Accounting – Work with in-house and external counsel on MA matters including preparation of analysis on federal and state tax implications of proposed transactions.
- International Tax Strategy – Evaluation of tax implications of potential new offices being opened abroad (not required but should have ability to conduct research / strategy).
- Forging / leveraging relationships with key industry experts to foresee and understand the impact of upcoming legislation changes.
Job Requirements:
- 7-10 years of direct tax experience in this field (e.g., experience with medium sized investment firms)
- Direct experience in the financial services / trading industry
- Preferably worked in Big 4 accounting company or tax law firm
- CPA, JD or Masters in Taxation preferred
- Must be a self-starter and have an inquisitive mind; should be someone that can work with little guidance but deliver large results
- Must be flexible, adapt easily and be motivated by constant change
- Proven success in an ever changing, entrepreneurial and fast-paced environment
- High level of professional maturity and executive presence to be able to partner with senior management on key firm level decisions
- Must be a team player and capable of working in a fast paced environment
- Impeccable ethics and integrity is a must
See Job Description
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