Sr. Tax Manager

About the Firm

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.
• 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