Senior Tax Accountant Private Family Office

Job Description Job Description Senior Tax Accountant — Private Investment Office (Confidential Search) Location: Chicago, IL (Loop Area) Employment Type: Full-Time, On-Site Conducted by: Next Step Recruitment Step Into a Role Where Your Tax Expertise Directly Shapes Strategy This is not your typical corporate tax role. We are conducting a confidential search on behalf of a Chicago-based private investment office— a small, highly sophisticated team managing a diverse portfolio across real estate, private equity, hedge funds, and direct investments. As Senior Tax Accountant, you’ll operate at the center of a complex web of entities—trusts, LLCs, foundations, and family partnerships—where tax is a strategic lever, not a year-end afterthought. You’ll work directly with leadership, have a voice at the table, and be expected to own your domain. If you’re currently in public accounting or a traditional in-house role and looking for more depth, ownership, and impact (without the grind of endless billable hours), this is an ideal next step. What You’ll Do Own the end-to-end tax function across a high-net-worth ecosystem: individual returns, partnerships, trusts, foundations, and more Lead quarterly and annual planning cycles—estimating, strategizing, and proactively solving for optimal outcomes Collaborate with investment, legal, and accounting teams to ensure every structure and transaction is designed for tax efficiency Review K-1s, 1099s, and investor reports from a wide range of alternative assets and funds Monitor and interpret tax law changes and recommend implications for multi-entity planning Support ongoing estate, gift, and philanthropic planning, alongside outside counsel and family advisors Contribute to structuring new investments (including private placements and M&A activity) with a tax lens Is This You? You're not just checking boxes—you’re the kind of professional who likes knowing how the whole picture fits together. You’ve built your skills in complex tax environments (likely with a mix of individuals, trusts, and pass-throughs), and you’re ready to take that experience into a role where you’re not just preparing returns—you’re shaping outcomes. You want: Real exposure to private wealth, investment structures, and sophisticated entities A team that values precision, discretion, and proactive thinking A long-term role where you can build deep knowledge and become indispensable The stability of an established office—without layers of bureaucracy A tight-knit, high-caliber team where your work is both challenging and respected Qualifications Must-Haves: CPA license (active) 3 years of relevant experience (public accounting, private industry, or family office) Strong working knowledge of LLCs, partnerships, trusts, and high-net-worth individual taxation Comfort preparing and reviewing complex tax filings across multiple entity types Advanced Excel skills; familiarity with tax software (CCH, GoSystem, etc.) Nice-to-Haves: Experience with investment tax (K-1 review, fund allocations) Exposure to Addepar or Oracle NetSuite Prior involvement in estate or philanthropic tax planning Experience coordinating with outside legal and financial advisors Why This Role? Visibility and influence—you’ll work directly with principals and decision-makers Deep, complex work that values your expertise and judgment An entrepreneurial and stable environment with a long-term view Real ownership and growth without the burnout of billable hours This is a role for someone who wants to be a cornerstone of a lean, trusted, and exceptionally capable team Interested? We will be interviewing candidates shortly. If this sounds like the right fit, please apply immediately to be considered.

Location: Chicago, IL, US

Posted Date: 5/3/2025