Head Of Global Tax

We are seeking an experienced and strategic Head of Tax to lead and oversee all tax-related matters for a dynamic trading firm. This role will be responsible for designing and executing the firm’s tax strategy, with particular emphasis on UP-C structures, complex partnership taxation, and multi-entity environments.

The ideal candidate is a hands-on leader with deep technical expertise and a proven ability to build, mentor, and manage high-performing tax teams in a fast-paced financial services environment.

• Develop and lead the firm’s overall tax strategy, ensuring alignment with business objectives and regulatory requirements.
• Serve as a trusted advisor to executive leadership on tax implications of business decisions, including trading strategies, new products, and corporate transactions.
• Optimize tax efficiency across the firm’s legal entity structure.
• Lead all tax planning, structuring, and compliance related to Umbrella Partnership-Corporation (UP-C) structures.
• Oversee partnership allocations, basis tracking, and investor reporting.
• Manage tax aspects of IPO readiness, step-ups, exchanges, and related transactions.
• Provide technical guidance on complex partnership issues, including carried interest, capital accounts, and waterfall structures.
• Oversee all federal, state, and local tax compliance processes, including partnership returns (Forms 1065), corporate filings, and investor reporting (Schedule K-1s).
• Ensure timely and accurate tax provisioning in accordance with ASC 740.
• Manage relationships with external auditors, advisors, and tax authorities.
• Build, lead, and mentor a high-performing tax team.
• Establish clear processes, controls, and best practices across tax operations.
• Foster a collaborative environment focused on professional development and continuous improvement.
• Identify and mitigate tax risks across the organization.
• Ensure strong internal controls and documentation around tax positions.
• Stay current with evolving tax legislation and assess impact on the business.
• Partner closely with Finance, Legal, Operations, and Trading teams.
• Support M&A activity, structuring, and due diligence from a tax perspective.

• Bachelor’s degree in Accounting, Finance, or related field (CPA strongly preferred; MST or JD/LL.M. in Tax is a plus).
• 12+ years of progressive tax experience, including leadership responsibilities.
• Deep expertise in partnership taxation and UP-C structures.
• Experience with in a trading firm, hedge fund, private equity firm, or financial services environment.
• Proven track record of managing and developing teams.
• Strong knowledge of U.S. federal, state, and partnership tax compliance.
• Experience with IPO transactions or publicly traded partnership structures (preferred).
• Familiarity with trading strategies and financial instruments (equities, derivatives, etc.).
• Experience operating in a high-growth or entrepreneurial environment (preferred).
• Strategic thinker with strong problem-solving capabilities.
• Ability to translate complex tax concepts into business insights.
• Highly organized with strong attention to detail.
• Exceptional leadership and communication skills.
• Ability to operate effectively in a fast-paced, dynamic environment.

Disclosure:
The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.