Attorney in Chicago, IL

In-House

Chicago, IL

Attorney in Chicago, IL

Non-practicing Attorney

Min 3 yrs required

No

Job Title: Tax Senior - PSG - Investment Management Reporting Solutions

Job Responsibilities:
- Maintain and develop strong client relationships on various investment compliance and consulting engagements within the insurance and financial services industry.
- Consult with clients to transform their tax compliance processes using process and technology.
- Lead the development of new features and capabilities in the industry-leading iPACS technology ecosystem.
- Lead client engagement teams and client delivery.
- Supervise tax consultants and interns.

Education and Experience Information:
- Required:
- Ability to perform job responsibilities within a hybrid work model requiring US Tax professionals to co-locate in person 2-3 days per week.
- 3+ years of experience in federal partnership tax compliance or tax compliance for investments with corporate ownership.
- Bachelor’s degree in accounting or a business-related field.
- Aptitude in Microsoft Office suite, especially Microsoft Excel.
- Experience working in a fast-paced, team environment.
- Strong executive presence and demonstrated effective verbal and written communication skills.
- A self-starter with the ability to effectively handle multiple, competing priorities.
- Demonstrated ability to proactively develop internal and external working relationships.
- Ability to travel 20%, on average, based on the work and the clients and industries/sectors served.
- One of the following active accreditations obtained, in process, or willing/able to obtain:
- Licensed CPA in the state of practice/primary office if eligible to sit for the CPA.
- If not CPA eligible:
- Licensed Attorney
- Enrolled Agent
- Project Management Professional (PMP)

- Preferred:
- Investment management industry experience (., private equity, real estate, fund of funds, hedge funds).
- Familiarity with tax compliance for investments.
- Experience with data management and automation tools.
- Advanced degree such as MSA or MST.

Salary Information:
- The wage range for this role takes into account various factors considered in making compensation decisions, including skill sets, experience and training, licensure and certifications, and other business and organizational needs.
- The disclosed range estimate is $82,880 to $175,500.
- Eligibility to participate in a discretionary annual incentive program, subject to program rules, whereby an award, if any, depends on various factors, including individual and organizational performance.

Additional Information:
- The position is available in multiple locations: Chicago, Dallas, Denver, Detroit, Milwaukee, New York, and Portland.
- Recruiting for this role ends on May 31st, 2026.
- Company offers a broad range of benefits and values its people, providing a great work/life fit and growth opportunities.
- The inclusive culture empowers employees to contribute their unique perspectives and make a difference individually and collectively.
- Professional development opportunities are available for building new skills, taking on leadership opportunities, and growing through mentorship.
- All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or protected veteran status, or any other legally protected basis, in accordance with applicable law.