Senior Tax Accountant

We are currently seeking an experienced Senior Tax Accountant to join our team in downtown Chicago, IL.

About Us:

We are a licensed boutique; full service public accounting firm specializing exclusively in the securities/futures industry with a diverse global clientele. Primarily comprised of experienced CPAs and MBAs, we currently serve a wide variety of Hedge Funds, Commodity Pools, Private Investment Funds, Commodity Trading Advisors, Registered Investment Advisors, and Broker/Dealers as well as assist clients with Introducing Brokers and Futures accounting, fund administration, tax, systems and regulatory matters.

Job Description:

Due to our continuous growth, we are seeking a detail-oriented tax professional who possesses an in-depth knowledge of partnership taxation and has some experience dealing with high-net-worth individuals to successfully perform the following responsibilities and duties:

Job Responsibilities and Duties  

  • Accumulate, analyze, and process financial accounting data in order to prepare tax returns, estimated tax payments, forecasts and financial accounting estimates of tax  
  • Prepare and file federal, state and local tax returns for partnerships and individuals  
  • Assist the tax manager with gathering information and drafting a response for various IRS and state notices received by our clients  
  • Gather financial information and prepare tax filings for various reporting requirements (Form 1099-MISC, Form 1042, and FBAR filings)  
  • Ensure client adherence to compliance-related deadlines such as extensions, tax estimate requirements, tax return filings and other tax related services  
  • Maintain communications with Tax, A&A personnel, and Fund Administration on engagements regarding identified and ongoing tax issues  
  • Understand and research basic to moderately complex tax concepts and their application to client situations; communicate results with client after review with superiors  
  • Assist with the development of in-house tax training programs  
  • Participate in trade, industry or professional groups including leadership positions providing the opportunity for professional growth and promotion of firm services  
  • Identify expanded service opportunities with existing clients through client peer networking and communicate to superiors  
  • Develop and nurture external referral networks for prospective clients

Job Skills and Qualifications:  

  • Self-starter with high energy and a positive attitude  
  • Excellent project management skills  
  • Excellent verbal and written communication skills  
  • Strong work ethic and professionalism  
  • Ability to inspire teamwork and responsibility with engagement team members  
  • Ability to use current technology and tolls to enhance the effectiveness of deliverables and service  
  • Bachelor’s degree in accounting or finance required  
  • CPA Certification with a Master’s of Science in Taxation a plus  3-5 years professional tax experience with an emphasis on hedge fund/private equity and demonstrating a progression in complexity and scope of tax matters with increasing supervisory responsibilities
  • Experience with CCH Pro System FX preferred and/or strong QuickBooks skills
  • Experience with Individual tax returns to high-net-worth clients a plus  Proficient in Microsoft Word and Microsoft Excel

The position reports directly to:

Tax Manager


We value our employees’ time and efforts. Our commitment to your success is enhanced by our competitive salary depending on experience and an extensive benefits package including paid time off, medical, dental and vision benefits and future growth opportunities within the company. Plus, we work to maintain the best possible environment for our employees, where people can learn and grow with the company. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.