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As a Tax Manager, you will be working on variety of clients and will specialize in the taxation of financial products and investment vehicles providing both tax consulting and tax compliance services to: Proprietary/High Frequency Trading Firms; Broker-Dealers; Commodity Pools and Hedge Funds; as well as high-net-worth individuals associated with these types of entities and other investors focused in the financial services industry. The Tax Manager will deal with complex financial products including OTC derivatives, futures, options, swaps, fixed income, convertible debt, asset-backed securities, and other derivative products. The Tax Manager will work closely with our Tax Partner to research new tax rules, prepare and review tax returns, and to develop our tax practice within the financial services industry. The ideal individual will be a professional willing to coach, develop and lead tax professionals, and build a team of dedicated tax specialists.
Job Responsibility
Working on variety of clients and specialize in the taxation of financial products and investment vehicles providing both tax consulting and tax compliance services to Proprietary/High Frequency Trading Firms, Broker-Dealers, Commodity Pools and Hedge Funds, and high-net-worth individuals associated with these types of entities and other investors focused in the financial services industry
Dealing with complex financial products including OTC derivatives, futures, options, swaps, fixed income, convertible debt, asset-backed securities, and other derivative products
Working closely with Tax Partner to research new tax rules, prepare and review tax returns, and develop tax practice within the financial services industry
Coaching, developing and leading tax professionals, and building a team of dedicated tax specialists
Requirements
Bachelor's Degree and preferably a Master's Degree in Taxation
Minimum of 7 years of Tax experience
Experience with clients within and extensive knowledge of the financial services industry
CPA in Illinois
Exemplary client service and communication skills
Experience with Pass Through or Flow Through entities
Extensive exposure to federal, state and local income taxation of financial service clients