Finance Manager/Tax

The Chicago Hire Company; Chicago (IL); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Company-paid benefits

Commuter reimbursement

Bonus eligible

Wellness perks

Great culture

Job summary

The Chicago Hire Company is seeking a Finance Manager/Tax for a newly-created role within a private equity–backed environment in Chicago. The position reports to the CFO and a senior finance leader, and will oversee tax filings, investor documentation, and portfolio company finance initiatives.

You will manage the tax compliance calendar, collaborate with outside tax preparers and portfolio teams, and handle bank lines of credit administration and reporting.

Qualifications

• Undergraduate degree in accounting, finance, or related discipline; a CPA license is a plus.
• 3-6 years in finance or tax, ideally in private equity, an investment fund, or a fund administrator.
• Hands-on familiarity with partnership tax returns and K-1 preparation.
• Flexibility to shift between tax compliance work and wider finance and reporting responsibilities.
• A self-starter who can manage a heavy, recurring workload of overlapping tax deadlines without close supervision.
• Emotional intelligence, initiative, a service mindset toward clients, and a collaborative approach.

Responsibilities

• Own the firm’s tax compliance calendar across affiliated entities, ensuring returns and extensions are filed on time.
• Coordinate with external tax preparers, portfolio company finance teams, and in-house leadership to keep filings and investor records current.
• Serve as the go-to resource for investors and leadership on tax documents.
• Administer lines of credit extended to portfolio companies, including billing, payments, ledger matching, and payoff calculations.
• Assist in preparing periodic financial reports as needed.
• Handle ad hoc finance projects as priorities shift.

Skills

Tax planning

K-1 preparation

Financial reporting

Cross-functional collaboration

Self-starter

Client service mindset

Education

Undergraduate degree in accounting/finance

CPA license (bonus)

Job description

Our client, a highly-regarded private equity firm, is hiring a newly-created Finance Manager/Tax position for their growing team. This person will report to the firm’s Chief Financial Officer and its senior finance leader and will work across several areas: managing the firm’s tax filing obligations, supporting the businesses in investment portfolios, and picking up special finance initiatives on a project basis.

WHAT YOU’LL DO

• Own the firm’s tax compliance calendar across a large group of affiliated legal entities, ensuring returns and extension requests are filed on time, payments are made correctly, and investor Schedule K-1s go out by their deadlines
• Work with outside tax preparers, portfolio company finance teams, and leadership in-house to keep filings, remittances, and investor records (such as addresses and tax-status details) current and accurate
• Act as a go-to resource when investors, leadership or colleagues have concerns about their tax documents
• Administer lines of credit extended to portfolio companies, including issuing monthly billing statements, verifying payments, matching them to the ledger, and working out payoff amounts
• Contribute to the preparation of periodic financial reports when needed
• Ad hoc finance projects as priorities shift

WHAT WE’RE LOOKING FOR

• Undergraduate degree in accounting, finance, or a related discipline; a CPA license is a plus
• 3-6 years in finance or tax, ideally in private equity, an investment fund, or a fund administrator
• Hands-on familiarity with partnership tax returns and K-1 preparation
• Flexibility to shift between tax compliance work and wider finance and reporting responsibilities
• A self-starter who can manage a heavy, recurring workload of overlapping tax deadlines without close supervision
• Emotional intelligence, initiative, a service mindset toward clients, and a collaborative approach

BENEFITS

• 100% company-paid benefits, commute reimbursement, bonus eligible and wellness perks; work-life balance and a fantastic culture with extremely low turnover