Manager, Tax Forecasting & Investor Reporting
Buckingham Search
Manager, Tax Forecasting & Investor Reporting Downtown Chicago | On Site 5 days A large, privately held national energy and infrastructure company is seeking a Tax Forecasting & Investor Reporting Manager to own a high-visibility and technically complex function within its growing corporate tax organization. This is a unique in-house opportunity for an experienced tax professional who enjoys building and owning processes, working closely with FP&A and Finance, and serving as the primary tax resource for investor reporting and forward-looking tax analysis in a fast-moving, deal-intensive environment. What You'll Do: Own and continuously improve the company's tax forecasting process — including taxable income calculations, cash tax projections, estimated payment schedules, and tax distribution and allocation calculations across legal entities Partner closely with FP&A and Finance to align the tax forecast with business plans, budgets, and long-range projections Analyze forecast-to-actual variances and communicate key drivers clearly to internal stakeholders Prepare and review investor tax reporting deliverables including K-1 equivalent packages, investor tax summaries, and supporting schedules Serve as a primary contact for tax-related questions from investors and internal business partners Support scenario modeling and sensitivity analyses related to business planning and contemplated transactions Monitor tax law changes and assess their impact in partnership with the tax planning team Own complex compliance calculations requiring quarterly updates including interest limitation analyses and transaction-level tax assessments Present quarterly tax results to senior leadership Build and maintain processes and workpapers to extract and organize financial data from internal systems to support tax return preparation What We're Looking For: Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation or CPA a plus 7+ years of progressive tax experience Partnership taxation experience strongly preferred Experience with tax forecasting, financial modeling, or tax provision-adjacent processes Prior experience in energy, infrastructure, real estate, or private equity a plus Strong analytical skills with the ability to work independently and manage multiple priorities Comfortable operating in ambiguous, fast-changing environments with evolving tax rules Excellent written and verbal communication skills including experience presenting to senior leadership Proficiency in Excel; experience with Oracle or OneStream a plus Must be authorized to work in the U.S. without employer visa sponsorship Why This Role Stands Out: Own a high-visibility tax forecasting function at one of the largest privately held infrastructure companies in North America Direct investor tax reporting exposure across a complex, multi-entity partnership structure Heavy cross-functional partnership with FP&A, Finance, and Tax Planning Dynamic, deal-heavy environment with exposure to complex transactions and tax structures Hybrid flexibility in downtown Chicago with a collaborative, growing tax team #J-18808-Ljbffr Buckingham Search
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