Job Title: Tax Manager

A leading accounting firm is seeking a skilled Tax Manager to join its Chicago, IL office with a hybrid work arrangement. This senior-level role focuses on serving clients in the financial services industry, including banks, asset and investment managers, insurance companies, broker-dealers, and private equity or investment funds. The position offers the opportunity to work with a diverse portfolio of financial institutions while advancing your career within a highly collaborative and client-centered environment.

Role and Responsibilities:

Manage and review federal and multistate tax compliance and consulting projects for financial services clients, including corporate and partnership tax returns.
Specialize in fund taxation for private equity and investment funds, as well as tax matters for insurance companies and broker-dealers.
Oversee ASC 740 tax provision engagements, ensuring accuracy and compliance with accounting standards for income taxes.
Advise clients on complex tax issues, regulatory changes, and tax planning strategies specific to financial institutions.
Coordinate and supervise teams of tax professionals to deliver high-quality client service and meet deadlines.
Foster strong client relationships through proactive communication and understanding of each client’s business and industry challenges.
Identify and implement process improvements to enhance efficiency and effectiveness within tax engagements.
Participate in business development activities, including preparing proposals and presentations for prospective clients.
Provide mentorship, training, and performance feedback to junior staff and seniors within the team.

Qualifications:

Bachelor’s degree in Accounting or related field is required; MBA is preferred.
Active CPA license is required.
Demonstrated experience as a Tax Manager in public accounting, working with a financial services or financial institutions client base.
Expertise in ASC 740 income tax provisions, including preparation and review.
Strong technical knowledge of federal and multistate tax compliance for corporations and partnerships, with a focus on financial services, fund taxation, and insurance industry tax matters.
Exceptional analytical, organizational, and communication skills.
Proven ability to manage multiple projects and deadlines in a fast-paced environment.
Experience leading teams and providing mentorship to staff members.
Proficiency with relevant tax software and research platforms.

Compensation and Benefits:

Competitive salary aligned with industry standards.
Comprehensive health insurance coverage.
Flexible working hours to support work-life balance.
Access to wellness programs and resources.
Retirement plan options to help you plan for the future.

Application Process:

The interview process typically includes multiple rounds, beginning with a phone screen followed by in-person interviews.

Equal Employment Opportunity Statement:

The company is committed to providing equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or any other protected status in accordance with applicable federal, state, and local laws.