About the Firm
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We are a well-established, award-winning, and highly respected private public accounting firm in Chicago. Known for technical excellence and client-centric service, our firm serves a distinguished client base across the financial services sector.
We foster a collaborative, professional, and growing workplace culture where team members are supported in their long-term career path. Outside of peak busy season, we support a modern hybrid work environment , offering the ideal balance of team collaboration, client delivery, and remote flexibility.
Position Summary
We are seeking a Senior Tax Manager to join our expanding Financial Services tax practice. In this strategic role, you will oversee tax compliance, planning, and advisory services for a diverse, high-profile portfolio of financial services clients, including:
- Broker-dealers
- Futures clearing firms
- Introducing brokers
- Hedge funds
- Proprietary trading firms
- High-net-worth individual traders
Key Responsibilities
- Client Leadership: Serve as the primary client contact for complex tax advisory, structuring guidance, and ongoing tax compliance.
- Tax Compliance & Review: Oversee and review federal and state partnership, corporate, and individual returns (Forms 1065, 1120, 1120-S, 1040) for trading entities, funds, and individual traders.
- Specialized Industry Tax Expertise: Apply deep technical knowledge of financial markets tax regulations, including IRC Sec. 475 mark-to-market accounting, IRC Sec. 1256 contracts, straddles, wash sales, and partner capital allocation rules.
- Team Management & Development: Manage and mentor staff and senior tax associates, reviewing workpapers, conducting performance reviews, and aiding technical skill growth.
- Practice Development: Partner with firm leadership on client onboarding, practice expansion, and identifying consulting opportunities.
Candidate Requirements
- Education: Bachelor’s degree in Accounting or Finance (MST/Master’s in Taxation is a plus).
- Credentials: Active Certified Public Accountant (CPA ) license required.
- Experience: 5+ years of progressive public accounting tax experience dedicated to financial services clients (broker-dealers, hedge funds, prop trading firms, or active traders).
- Technical Proficiency: Deep understanding of partnership taxation, corporate tax, state & local tax allocations, and derivative/financial instrument accounting. xhqgsiq
- Soft Skills: Outstanding communication, client leadership, and team management capabilities.
Compensation & Benefits
- Base Salary: $150,000 – $220,000 (Commensurate with experience) + Annual Performance Bonus
- Work Model: Hybrid flexibility (remote options outside of busy season)
- Health & Wellness: Comprehensive medical, dental, and vision plans
- Retirement: 401(k) with company match and profit-sharing contributions
- Time Off: Generous PTO, paid firm holidays, and seasonal flex hours
- Professional Growth: CPE sponsorship, licensure fee reimbursement, and direct line-of-sight to partnership track
Sr. Tax Manager in chicago at Unknown Company
This position is listed as contract and able to be worked remotely.