Sr. Tax Manager

MDS Search · Chicago, Illinois

FULL TIME$1,50,000 – $1,50,000 / yr

Job Description

About the Firm

We are a well-established, award-winning, and highly respected private public accounting firm in Chicago. Known for technical excellence and client-centric service, our firm serves a distinguished client base across the financial services sector.

We foster a collaborative, professional, and growing workplace culture where team members are supported in their long-term career path. Outside of peak busy season, we support a modern

hybrid work environment , offering the ideal balance of team collaboration, client delivery, and remote flexibility.

Position Summary

We are seeking a

Senior Tax Manager

to join our expanding Financial Services tax practice. In this strategic role, you will oversee tax compliance, planning, and advisory services for a diverse, high-profile portfolio of financial services clients, including

Broker-dealers

Futures clearing firms

Introducing brokers

Hedge funds

Proprietary trading firms

High-net-worth individual traders

Key

Responsibilities

Client Leadership:

Serve as the primary client contact for complex tax advisory, structuring guidance, and ongoing tax compliance.

Tax Compliance & Review:

Oversee and review federal and state partnership, corporate, and individual returns (Forms 1065, 1120, 1120-S, 1040) for trading entities, funds, and individual traders.

Specialized Industry Tax Expertise:

Apply deep technical knowledge of financial markets tax regulations, including IRC Sec. 475 mark-to-market accounting, IRC Sec. 1256 contracts, straddles, wash sales, and partner capital allocation rules.

Team Management & Development:

Manage and mentor staff and senior tax associates, reviewing workpapers, conducting performance reviews, and aiding technical skill growth.

Practice Development:

Partner with firm leadership on client onboarding, practice expansion, and identifying consulting opportunities.

Candidate

Requirements

Education

Bachelor’s degree in Accounting or Finance (MST/Master’s in Taxation is a plus).

Credentials:

Active Certified Public Accountant ( CPA ) license required.

Experience

5+ years

of progressive public accounting tax experience dedicated to financial services clients (broker-dealers, hedge funds, prop trading firms, or active traders).

Technical Proficiency:

Deep understanding of partnership taxation, corporate tax, state & local tax allocations, and derivative/financial instrument accounting.

Soft Skills:

Outstanding communication, client leadership, and team management capabilities.

Compensation &

Benefits

Base Salary:

$150,000 – $220,000 (Commensurate with experience) + Annual Performance Bonus

Work Model:

Hybrid flexibility (remote options outside of busy season)

Health & Wellness:

Comprehensive medical, dental, and vision plans

Retirement:

401(k) with company match and profit-sharing contributions

Time Off:

Generous PTO, paid firm holidays, and seasonal flex hours

Professional Growth:

CPE sponsorship, licensure fee reimbursement, and direct line-of-sight to partnership track

Company	MDS Search
Location	Chicago, Illinois
Type	FULL TIME
Niche	Full-time
Salary	$1,50,000 – $1,50,000 / yr

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