Position Title: Senior Tax Associate

Location: Chicago, IL (Downtown)

About the Role

Our client, a boutique CPA firm in downtown Chicago specializing in the financial services industry, is seeking a Senior Tax Associate to join their tax practice. The firm prepares tax returns for hedge funds, commodity pools, fund managers, proprietary trading firms, broker-dealers, family offices, and high net worth individuals, working across a wide range of entity structures including partnerships, S corporations, LLCs, trusts, and private foundations. This is an opportunity to build deep technical expertise in a genuinely specialized niche, working directly with sophisticated financial services clients rather than a broad, generalist client base.

Key Responsibilities

• Prepare and review federal and state tax returns for hedge funds, fund managers, broker-dealers, proprietary trading firms, and other financial services entities
• Work across a range of entity structures, including partnerships, S corporations, LLCs, trusts, private foundations, and individuals
• Support tax compliance for high net worth individuals and family offices, including gift and estate matters
• Assist with U.S. tax compliance related to foreign investment and bank reporting requirements
• Build direct client relationships within a small, partner-accessible firm structure
• Take on increasing scope and responsibility with a clear, performance-driven track toward Manager and beyond

Required Qualifications

• 3-5 years of relevant tax experience
• Financial services industry background required; broker-dealer or hedge fund client experience preferred
• CPA preferred but not required, industry progression and performance carry significant weight
• Strong technical grounding in partnership, S corporation, and pass-through entity taxation
• Comfortable operating in a smaller, non-corporate firm environment with direct partner interaction

What Makes This Opportunity Different

• A boutique firm with a specialized, well-established niche in the financial services industry, rather than a broad generalist practice
• A non-corporate, collegial firm culture with low turnover and no burnout
• Compensation in line with, and often exceeding, Big 4 pay scales
• A genuine path of progression based on performance rather than tenure
• A hybrid schedule outside of busy season, with flexibility built into the culture

This is a strong opportunity for a tax professional who wants specialized client work, a defined path forward, and a firm culture built around flexibility and long-term investment in its people.

For immediate consideration, please contact Joe Timp directly.

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