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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:
Work 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
as well as high-net-worth individuals associated with these types of entities and other investors focused in the financial services industry
Deal with complex financial products including OTC derivatives, futures, options, swaps, fixed income, convertible debt, asset-backed securities, and other derivative products
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
Coach, develop and lead tax professionals, and build 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
What we offer:
medical, vision, dental, life, and disability insurance