Sr. Tax Manager

About the role

This Senior Tax Manager position is with a high‑end firm recently rated one of the top places to work in Chicago. The role offers a competitive salary range of $180,000‑$200,000, benefits including medical, vision, dental, life, and disability insurance, and several notable perks: pay rates above top competitors, higher bonus structures, work‑from‑home flexibility with a focus on work‑life balance, and a fast‑track career growth opportunity as the company expands through acquisitions.

Responsibilities

• Assigned to multiple clients, focusing 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 for assigned clients.
• Manage and review accounting for assigned clients, including reviewing journal entries and general ledger account reconciliations.
• Oversee and manage 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 to the management and accounting for an entity.
• Coordinate with external advisors in executing 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 execution of improvements to internal processes.

Qualifications

• Minimum of 10+ years’ public accounting or similar family office experience, with emphasis on not‑for‑profit entities.
• Relevant undergraduate degree required.
• CPA preferred.

Skills

• Strong proficiency in Microsoft Office, specifically Excel.

Benefits

• Medical, vision, dental, life, and disability insurance.
• Eligibility to enroll in the company 401(k) plan (for contract/temporary professionals).

Pay

• Salary range: $180,000‑$200,000.
• Pay rates above top competitors.
• Higher bonus structures.

Schedule

• Hybrid role.
• Work‑from‑home flexibility.
• Prioritization of employee work‑life balance.