Manager,Tax & Treasury

  • Location: Chicago
  • Department: Financial Operations
  • Work Status: Full-time

Overview

We are Relativity. A market-leading, global tech company that equips legal professionals with a powerful platform to organize data, discover the truth, and act on it.  The U.S. Department of Justice, 198 of top 200 U.S. law firms, and more than 70 Fortune 100 companies are among our customers who trust Relativity during litigation, internal investigations, and compliance projects.
 
Our SaaS product, RelativityOne, has become the fastest-growing product in the company's history and we have consistently been named a great workplace. As we grow, we continue to seek individuals that will bring their whole self to our team atmosphere.
 
Join us in the transformation of the legal industry and play a pivotal role in shaping the future of the practice of law and beyond.

As Manager, Tax & Treasury, you will be responsible for overseeing all aspects of Relativity’s U.S. Federal, State, local and international tax compliance activities and Treasury-related functions.  The Manager, Tax & Treasury works under general direction of senior team members.

Role Responsibilities


  • Tax
  • Manage the annual Federal and State tax filings and payments, including preparation of the annual Federal tax provision
  • Perform taxable income projections and assist with the calculation of quarterly estimated tax payments
  • Prepare supporting schedules and documentation for audits by Federal, State and local tax authorities, as needed
  • Manage state sales and use tax compliance and evaluate state nexus exposure
  • Manage all international tax and entity-specific compliance activities
  • Support the quarterly and annual VAT filing process for Relativity’s foreign entities
  • Review monthly, quarterly and annual foreign corporate tax filings
  • Collaborate with Relativity’s tax advisors and third-party service providers
  • Prepare internal memos to document Relativity’s tax positions and policies
  • Stay up-to-date with developing tax regulations
  • Support the quarterly and annual financial audit process
  • Manage tax planning strategies, evaluate risks and communicate recommended tax position to senior team members, as needed
  • Treasury
  • Maintain external relationships with financial institutions and 3rd party service providers
  • Manage cash forecast and perform regular cash analysis 
  • Administer banking platforms and all domestic and international bank accounts
  • Monitor cash balances and analyze cash position daily to meet future cash commitments
  • Direct the movement of excess cash to and from investment accounts
  • Evaluate bank services, products, fees and performance, and recommend appropriate action
  • Maintain policies and strong internal controls over the treasury function
  • Recommend and implement improvements to current cash management processes

Preferred qualificartions

  • Proven knowledge of tax, accounting and finance principles, practices, standards, laws and regulations
  • Licensed CPA preferred
  • Ability to manage competing priorities and work efficiently under pressure to meet deadlines
  • Excellent written and verbal communication skills
  • Ability to work independently and in a team environment
  • Detail-oriented and works well in a fast-paced environment
  • Excellent research skills

Minimum qualifications

  • BA/BS in Accounting, Finance or related field, or equivalent
  • 5+ years of experience working in general corporate or public accounting

Supervision

  • Manage relationships with third party accountants and service providers
  • May be required to build out and manage team as company continues to grow (potential future responsibility)

About Relativity

At Relativity, we live our core values and we thrive on solving complex problems. We’re dedicated to continually improving our product and providing relentless customer service. We seek professionals that will bring their authentic and unique experiences to our teams.   We understand career choices are a big decision, and we thank you for considering Relativity.   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, or national origin, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.

How We #ActOnIt