Manager,Tax & Treasury

| Chicago
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

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)

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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Technology we use

  • Engineering
    • .NETLanguages
    • C#Languages
    • JavaLanguages
    • ScalaLanguages
    • AzureLanguages
    • ChefLanguages
    • PowershellLanguages
    • JenkinsLanguages
    • Node.jsFrameworks
    • MySQLDatabases

Location

We’re a community of passionate, life-long learners tackling challenging problems. We care about each other and about our community.

An Insider's view of Relativity

How does your team reward individual success?

Rewarding success is one of my favorite parts of my role. Formally through annual bonus plans, thank you notes in our HR system and of course through promotions. I also like to submit nominations to be recognized at company meetings and spotlights in department newsletters. We move fast at Relativity it’s nice to slow down and just say thanks!

Jessica

Operations Manager, Customer Success and Support

How do you collaborate with other teams in the company?

On the Certification team, I develop exams and study content for our end users. To ensure that our exams are valid, I work with almost every team embracing their expertise and industry knowledge into the development process. It takes continuous interdepartmental collaboration to keep exam content accurate as the Relativity platform evolves.

Sean

Certification Specialist

How has your career grown since starting at the company?

As an Application Support Specialist, I have increased my technical knowledge in SQL database management, Network Administration, and Server Infrastructure. Prior to coming to Relativity, I had zero knowledge of e-Discovery, and now provide On-site training to our clients teaching them about the various e-Discovery tools Relativity has to offer.

Kamal

Application Specialist II

What are some social events your company does?

Our annual user conference, Relativity Fest, is such a tremendous opportunity to get one on one face time with our partners. Fest draws 2,000 platform users and practitioners from all different facets of the industry and being able to connect with them and hear their stories is extremely powerful.

Michael

Platform Account Manager

What are Relativity Perks + Benefits

Relativity Benefits Overview

We have a great selection of benefits from very competitive insurance plans to fun office perks!

Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Onsite Gym
Retirement & Stock Options Benefits
401(K)
401(K) Matching
Performance Bonus
Bonuses are based on a combination of how the company performs as well as how the individual performs.
Child Care & Parental Leave Benefits
Generous Parental Leave
Vacation & Time Off Benefits
Generous PTO
Everyone starts with 18 days of PTO, plus 11 paid holidays every year. Our office is also closed between Christmas and New Years, which does not take away from your PTO balance.
Paid Holidays
Perks & Discounts
Casual Dress
Commuter Benefits
Tax-free transportation opportunities.
Company Outings
We have our annual Summer Jam (picnic that includes friends and family), our User Conference - RelativityFest, and a holiday party each year.
Game Room
Our Cafe houses ping-pong, foosball, and a variety of arcade games - including Killer Queen (a multi-player game that is one of few in the country).
Stocked Kitchen
We have tea, coffee (including fancy espresso machines), a variety of LaCroix, soda, and many other things. We also have fresh fruit delivered twice a week in our pantry areas.
Some Meals Provided
Meals are often provided during morning or afternoon training sessions. There is also always plenty of leftover food from such meetings that employees can dive into after the attendees are finished.
Happy Hours
Different for each team, but always a great time!
Recreational Clubs
RelWOW (Relativity Women of the Workplace), Several Intramural Sports Teams (kickball, softball, volleyball, etc.), Vertikal (climbing group), Working Moms Group, Queeries, and several more.
Fitness Subsidies
Professional Development Benefits
Job Training & Conferences
All full-time employees (non-contract) receive $3,000/year to pursue professional development opportunities.
Diversity Program

Additional Perks + Benefits

We also offer a Divvy bike share discount, have Fooda discounts in the office, and offer DRYV Laundry Service for those who have workout clothes that need washing!

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