Sr. Tax Manager

Job Description

Job Description

The salary range for this position is $180,000-$200,000 and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to View email address on us.fitly.work

Let’s get you into a job where you’re not under compensated for your hard work. How about one where the company values your time? A high-end firm that was just rated one of the top places to work in Chicago just created a new Senior Tax Manager position. Which may seem pretty standard…until you get to the best part: The perks.

1) The pay rates are above what their top competitors pay their employees

2) They have higher bonus structures

3) There’s work from home flexibility and prioritization for employee work/life balance.

4) The position is a fast-track career growth opportunity (as the company is expanding rapidly thru acquisitions)

5) And more…

Job Description:

The Individuals/Foundations Group provides accounting, tax compliance and planning, legal, trust administration, business management, financial management, treasury, insurance, and technology services to the enterprises of two wealthy families, including business entities, trusts, individuals and foundations.

Key Duties & Responsibilities

• Will be assigned to multiple clients, with a focus on not-for-profit entities including 501(c)3 private foundations and supporting organizations and 501(c)4 trusts; responsible for all aspects of accounting, tax, legal and financial management and analysis functions for assigned clients.

• Manage and review the accounting for assigned clients including reviewing journal entries and general ledger account reconciliations.

• Oversee and manage the tax projection and tax return processes for assigned clients including identification and resolution of tax issues in consultation with in-house tax experts and review of tax projections, tax workpapers and tax returns.

• Coordinate and provide transaction support to the family and foundation investment organizations, including drafting board packages, reviewing and coordinating execution of transaction documents, and coordinating treasury support upon closing.

• Interpret governing documents (e.g. operating agreements and by-laws) and apply the provisions of the governing documents to the management and accounting for an entity.

• Coordinate with external advisors in the execution of responsibilities associated with management of assigned clients.

• Provide day-to-day business and accounting management to certain professional service providers such as budget and projection preparation, quarterly billing, processing reimbursable expenses, etc.

• Mentor, train and manage staff accountants and managers to meet deadlines and prioritize projects/workload.

• Identify, develop and oversee the execution of improvements to internal processes.

 

Qualifications:

• A minimum of 10+ years’ of public accounting or similar family office experience with emphasis on not-for-profit entities.

• Relevant undergraduate degree required.

• CPA preferred.

• Strong proficiency in Microsoft Office, specifically Excel.

To apply to this hybrid position, please email View email address on us.fitly.work.

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