Senior Tax Accountant

• Calculate and report Section 1256 gains and losses, including mixed straddle adjustments and mark-to-market entries under Section 475(f)
• Manage and reconcile tax treatment of short-term and long-term capital gains across multiple trading strategies and instruments
• Prepare and review Schedule K-1s for complex partnership structures, ensuring accurate allocations of income, deductions, and partner capital
• Perform detailed analysis of investment portfolios for tax characterization and compliance with IRS regulations
• Monitor tax law changes related to financial instruments and trading activity
• provide guidance on implications for clients or firm entities
• Assist in tax planning, compliance, and strategy implementation for entities making Section 475(f) elections
• Review and document tax positions, supporting workpapers, and research memos

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of relevant tax experience, ideally within a public accounting firm, hedge fund, or financial services environment
• Strong working knowledge of: IRC Section 1256 and mixed straddle regulations
• Section 475(f) mark-to-market elections
• Partnership and hedge fund taxation
• K-1 preparation and review
• Advanced Excel and data analysis skills
• familiarity with financial instruments and trade data preferred
• Excellent analytical, communication, and problem-solving abilities
• Strong problem solver with the ability to navigate ambiguity and leverage your resources
• The desire to take ownership of projects and ideas, while being able to identify gaps and other areas of improvement
• The ability to adapt to a dynamic and ever-changing environment – we are in high growth mode and move quickly to achieve business goals
• Ability to work 4X a week in our Chicago office

medical, vision, dental, life, and disability insurance