Sr. Tax Manager
MDS Search · Chicago, Illinois, United States
FULL TIMEpermanent
Job Description
About the Firm
Find out if this opportunity is a good fit by reading all of the information that follows below.
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 SummaryWe 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-dealersFutures clearing firmsIntroducing brokersHedge fundsProprietary trading firmsHigh-net-worth individual tradersKey ResponsibilitiesClient 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 RequirementsEducation: 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. xzbcwsv Soft Skills: Outstanding communication, client leadership, and team management capabilities.Compensation & BenefitsBase Salary: $150,000 – $220,000 (Commensurate with experience) + Annual Performance BonusWork Model: Hybrid flexibility (remote options outside of busy season)Health & Wellness: Comprehensive medical, dental, and vision plansRetirement: 401(k) with company match and profit-sharing contributionsTime Off: Generous PTO, paid firm holidays, and seasonal flex hoursProfessional Growth: CPE sponsorship, licensure fee reimbursement, and direct line-of-sight to partnership track
Find out if this opportunity is a good fit by reading all of the information that follows below.
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 SummaryWe 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-dealersFutures clearing firmsIntroducing brokersHedge fundsProprietary trading firmsHigh-net-worth individual tradersKey ResponsibilitiesClient 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 RequirementsEducation: 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. xzbcwsv Soft Skills: Outstanding communication, client leadership, and team management capabilities.Compensation & BenefitsBase Salary: $150,000 – $220,000 (Commensurate with experience) + Annual Performance BonusWork Model: Hybrid flexibility (remote options outside of busy season)Health & Wellness: Comprehensive medical, dental, and vision plansRetirement: 401(k) with company match and profit-sharing contributionsTime Off: Generous PTO, paid firm holidays, and seasonal flex hoursProfessional Growth: CPE sponsorship, licensure fee reimbursement, and direct line-of-sight to partnership track
Details
| Company | MDS Search |
| Location | Chicago, Illinois, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |