Tax Senior Manager (Financial Services/Asset Management)

Location: Chicago, United States

Salary: $126,100–$253,000 per year, plus discretionary performance-based bonus.

Company

hirify.global is a global professional services firm serving middle-market clients, with a Financial Services practice focused on asset management, capital markets, financial institutions, specialty finance, and insurance.

What you will do

• Lead complex client engagements and manage business relationships for asset management clients.
• Deliver high-value tax planning, research, compliance, consulting, and general M&A advice.
• Coordinate client service plans and collaborate with state and local, international, tax technology, and M&A tax teams.
• Review tax research findings and ensure conclusions comply with firm policies and professional standards.
• Grow the asset management practice through cross-selling, expanding existing accounts, and identifying new clients.
• Manage multiple engagement teams and communicate complex tax matters clearly to clients.

Requirements

• Bachelor’s degree in accounting or a related field from an accredited university.
• 8+ years of business taxation experience at a Big Four or large national, regional, or local accounting firm, or equivalent industry or law firm experience.
• Active CPA license in the state of residence or primary office, active Enrolled Agent license, or active Attorney license.
• Extensive tax compliance and consulting experience serving asset management clients, including private equity, hedge fund, or funds of funds clients.
• Strong knowledge of the tax code and technical aspects of tax preparation and compliance.
• Ability to manage and grow a book of business while leading multiple projects and client engagement teams.

Nice to have

• Advanced degree in accounting, taxation, or an MBA.
• Proven ability to generate new business and extend service opportunities.

Culture & Benefits

• Flexible scheduling designed to help balance personal and professional responsibilities while serving clients.
• Competitive compensation and benefits package.
• Discretionary bonus based on firm and individual performance.
• Equal-opportunity workplace with reasonable accommodation available during the recruitment process.