Manager,Tax & Treasury

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


At Relativity, we make software to help users organize data, discover the truth, and act on it. Our e-discovery platform is used by more than 13,000 organizations around the world to manage large volumes of data and quickly identify key issues during litigation, internal investigations, and compliance projects.

Here you can own your career in a community of values-driven people who help our customers around the world solve complex data challenges. If this sounds like the place for you, check out the details of this position below.

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


  • 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

Relativity has over 160,000 users in 40+ countries from organizations including the U.S. Department of Justice, more than 70 Fortune 100 companies, and all of the Am Law 200. Relativity's cloud solution, RelativityOne, offers all the functionality of Relativity in a secure and comprehensive SaaS product. Our company has also been named one of Chicago's Top Workplaces by the Chicago Tribune for seven consecutive years. If you’re ready to grow with us, we’d love to hear from you. 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.

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