Manager, Tax Forecasting & Investor Reporting

Buckingham Search; Chicago (IL); On-site; USD 120,000 - 170,000; Full time

Job summary

Buckingham Search is seeking a Manager for Tax Forecasting & Investor Reporting in Chicago to own high-visibility tax processes and collaborate with FP&A and Finance. You will lead forecasting, investor reporting, and advanced modeling in a fast-paced, deal-driven environment.

Ideal candidates have 7+ years in tax, strong communications with leadership, and experience with Oracle/OneStream. This on-site role offers hybrid potential and exposure to complex multi-entity structures.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Master's in Taxation or CPA preferred.
• 7+ years of progressive tax experience.
• Partnership taxation experience strongly preferred.
• Experience with tax forecasting, financial modeling, or tax provision-adjacent processes.
• Experience in energy, infrastructure, real estate, or private equity a plus.

Responsibilities

• Own and continuously improve the company's tax forecasting process, including taxable income calculations and cash tax projections.
• Partner with FP&A and Finance to align the tax forecast with plans and budgets.
• Analyze forecast-to-actual variances and communicate drivers to stakeholders.
• Prepare investor tax reporting deliverables including K-1 equivalents and summaries.
• Serve as primary tax resource for investors and internal partners.
• Model scenarios and sensitivity analyses for planning and contemplated transactions.
• Monitor tax law changes with the tax planning team.
• Own quarterly compliance calculations including interest limitation analyses.
• Present quarterly tax results to senior leadership.
• Build processes to extract and organize financial data for tax return prep.

Skills

Tax forecasting

Financial modeling

Investor reporting

Excel proficiency

Attention to detail

Executive communication

Cross-functional collaboration

Education

Bachelor's degree in Accounting/Finance

Master's in Taxation or CPA

Tools

Oracle

OneStream

Excel

Job description

Manager, Tax Forecasting & Investor Reporting

Downtown Chicago | On Site 5 days

A large, privately held national energy and infrastructure company is seeking a Tax Forecasting & Investor Reporting Manager to own a high-visibility and technically complex function within its growing corporate tax organization.

This is a unique in-house opportunity for an experienced tax professional who enjoys building and owning processes, working closely with FP&A and Finance, and serving as the primary tax resource for investor reporting and forward-looking tax analysis in a fast-moving, deal-intensive environment.

What You'll Do:

• Own and continuously improve the company's tax forecasting process — including taxable income calculations, cash tax projections, estimated payment schedules, and tax distribution and allocation calculations across legal entities
• Partner closely with FP&A and Finance to align the tax forecast with business plans, budgets, and long-range projections
• Analyze forecast-to-actual variances and communicate key drivers clearly to internal stakeholders
• Prepare and review investor tax reporting deliverables including K-1 equivalent packages, investor tax summaries, and supporting schedules
• Serve as a primary contact for tax-related questions from investors and internal business partners
• Support scenario modeling and sensitivity analyses related to business planning and contemplated transactions
• Monitor tax law changes and assess their impact in partnership with the tax planning team
• Own complex compliance calculations requiring quarterly updates including interest limitation analyses and transaction-level tax assessments
• Present quarterly tax results to senior leadership
• Build and maintain processes and workpapers to extract and organize financial data from internal systems to support tax return preparation

What We're Looking For:

• Bachelor's degree in Accounting, Finance, or related field; Master's in Taxation or CPA a plus
• 7+ years of progressive tax experience
• Partnership taxation experience strongly preferred
• Experience with tax forecasting, financial modeling, or tax provision-adjacent processes
• Prior experience in energy, infrastructure, real estate, or private equity a plus
• Strong analytical skills with the ability to work independently and manage multiple priorities
• Comfortable operating in ambiguous, fast-changing environments with evolving tax rules
• Excellent written and verbal communication skills including experience presenting to senior leadership
• Proficiency in Excel; experience with Oracle or OneStream a plus
• Must be authorized to work in the U.S. without employer visa sponsorship

Why This Role Stands Out:

Own a high-visibility tax forecasting function at one of the largest privately held infrastructure companies in North America

Direct investor tax reporting exposure across a complex, multi-entity partnership structure

Heavy cross-functional partnership with FP&A, Finance, and Tax Planning

Dynamic, deal-heavy environment with exposure to complex transactions and tax structures

Hybrid flexibility in downtown Chicago with a collaborative, growing tax team