US Tax Manager

Diversified. Resilient. Dynamic.

Marex is a global financial services platform, providing essential liquidity, market access and infrastructure services to clients in the energy, commodities and financial markets.

The Group provides comprehensive breadth and depth of coverage across four core services: Market Making, Clearing, Hedging and Investment Solutions and Agency and Execution. It has a major franchise in many major metals, energy and agricultural products, executing around 50 million trades and clearing 205 million contracts in 2022. The Group provides access to the world’s major commodity markets, covering a broad range of clients that include some of the largest commodity producers, consumers and traders, banks, hedge funds and asset managers.

With more than 35 offices around the globe, and over 2,000 dedicated people enabling access to exchanges and technology-powered services.

Purpose of Role:

The US Tax Manager oversees and leads all aspects of the US federal and state income tax compliance, including tax form submissions, filings, and applicable disclosures.

Marex has unique access across markets with significant share globally both on and off exchange. The depth of knowledge amongst its teams and divisions provides its customers with clear advantage, and its technology-led service provides access to all major exchanges, order-flow management via screen, voice and DMA, plus award-winning data, insights, and analytics.

Responsibilities:

• Maintain the tax calendar and ensure timely completion of federal and state tax filings and estimated tax payments.
• Assist with modelling the tax impact of new legislation and/or planning projects and help implement new tax planning initiatives.
• Provide support relating to US federal and state tax examinations and respond to inquiries by tax authorities.
• Identify and oversee improvements to the income tax process.
• Collaborate with cross-functional teams to gather necessary data for tax reporting.
• Prepare monthly tax account reconciliations and balance sheet substantiations.
• Monitor and ensure adherence to internal tax policies and procedures.
• Assist with due diligence analysis for corporate acquisitions and dispositions.
• Conduct technical research and analysis on US Federal and state tax matters.
• Prepare monthly/quarterly/year-end tax provision calculations for the US tax reporting process
• Ensuring compliance with the company’s regulatory requirements under the SEC, FINRA, NFA, CFTC and other applicable exchanges.
• Adhere to the operational risk framework for your role ensuring that all regulatory or company determined parameters are complied with.
• Role model for demonstrating highest level standards of integrity and conduct and reflecting Company Values.
• At all times complying with Marex’s Code of Conduct.
  • To ensure that you are fully aware of and adhere to internal policies that relate to you, your role or any other activities for which you have any level of responsibility.
  • To report any breaches of policy to Compliance and/ or your supervisor as required.
  • To escalate risk events immediately.
  • To provide input to risk management processes, as required.

The Company may require you to carry out other duties from time to time.

Competencies, Skills and Experience:

Competencies

• Demonstrates curiosity.
• Willingness to pivot and learn.
• Resilient in a challenging, fast-paced environment.
• Ability to take a high level of responsibility in a fast pace and high-volume environment.
• Excels at building relationships, networking and influencing others.
• Strategic collaborator with insight and agility, able to anticipate future challenges, ensuring operational effectiveness.
  

Skills and Experience

• Minimum of five (5) years of relevant tax experience.
• Significant experience with the preparation and review of US federal and state tax returns.
• Outstanding detail-orientation and process-orientation skills.
• CPA or MST preferred.
• Experience with One Source Tax Provision and Tax Compliance preferred.
• Experience with PeopleSoft preferred.
• Experience in the Financial Services industry, particularly Brokerage, preferred.
• Excellent verbal and written communication skills
• Experience working in a regulated environment and knowledge of the risk and compliance requirements associated with this.

Salary Range: $120,000 to $180,000 base salary plus discretionary bonus

Marex’s goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the employer of choice for prospective candidates. We encourage applications from candidates returning to the job market.

It is the policy of Marex to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.

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