A Chicago Asset Management Tax Partner leads tax strategy, compliance, and consulting for financial services clients (PE, VC, Hedge Funds), driving firm growth by developing new business, managing large client engagements, mentoring teams, and overseeing complex tax matters like ASC 740 and partnership/fiduciary issues, requiring extensive experience (12+ yrs), a CPA/JD, and strong leadership skills for high-growth practices.
Core Responsibilities
Strategic Leadership:
Develop and execute growth strategies for the Asset Management tax practice, working with national leadership.
Client Service:
Provide expert tax planning and consulting for complex financial services clients, building strong relationships.
Business Development:
Generate new revenue, cross-sell services, and expand the client base.
Team Management:
Lead engagement teams, mentor and develop junior staff, and foster future leaders.
Technical Expertise:
Oversee compliance and consulting on partnership tax, ASC 740 (Accounting for Income Taxes), fiduciary taxes, and international tax matters.
Key Qualifications
Experience:
12+ years in business taxation, ideally with Big 4 or large national firms, focusing on Private Equity, Venture Capital, Hedge Funds, or similar investment vehicles.
Education/Certifications:
Bachelor's in Accounting, plus CPA, JD, or LLM required.
Skills:
Proven ability to manage multiple projects, strong critical thinking, excellent communication, and leadership.
Typical Focus Areas (Chicago)
Serving clients in Private Equity (PE), Venture Capital (VC), Hedge Funds, and Asset/Wealth Management.
Handling complex partnership tax issues and U.S. federal/state tax matters.
Potentially advising on international tax implications and reporting for foreign assets
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Core Responsibilities
Strategic Leadership:
Develop and execute growth strategies for the Asset Management tax practice, working with national leadership.
Client Service:
Provide expert tax planning and consulting for complex financial services clients, building strong relationships.
Business Development:
Generate new revenue, cross-sell services, and expand the client base.
Team Management:
Lead engagement teams, mentor and develop junior staff, and foster future leaders.
Technical Expertise:
Oversee compliance and consulting on partnership tax, ASC 740 (Accounting for Income Taxes), fiduciary taxes, and international tax matters.
Key Qualifications
Experience:
12+ years in business taxation, ideally with Big 4 or large national firms, focusing on Private Equity, Venture Capital, Hedge Funds, or similar investment vehicles.
Education/Certifications:
Bachelor's in Accounting, plus CPA, JD, or LLM required.
Skills:
Proven ability to manage multiple projects, strong critical thinking, excellent communication, and leadership.
Typical Focus Areas (Chicago)
Serving clients in Private Equity (PE), Venture Capital (VC), Hedge Funds, and Asset/Wealth Management.
Handling complex partnership tax issues and U.S. federal/state tax matters.
Potentially advising on international tax implications and reporting for foreign assets
#J-18808-Ljbffr