Senior Tax Analyst

Connect Search, LLC; Chicago (IL); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A diversified investment firm is seeking a Senior Tax Analyst to join its finance and accounting team in Chicago. The role involves preparing tax filings, coordinating K-1s, and managing multi-state tax compliance. Ideal candidates will have 4-7 years of tax experience, preferably in public accounting, and a strong knowledge of partnership taxation. This full-time position offers competitive benefits including medical and vision insurance.

Qualifications

• 4–7 years of progressive tax experience, ideally in public accounting or investment management.
• Experience coordinating nexus assessments and sales/use tax compliance.
• Familiarity with real estate partnerships and fund structures.

Responsibilities

• Prepare and review federal, state, and local tax filings.
• Coordinate preparation and distribution of investor Schedule K-1s.
• Support nexus studies to manage multi-state filings.

Skills

Partnership taxation

K-1 reporting

Multi-state tax compliance

Tax software proficiency

Analytical skills

Organizational skills

Communication skills

Education

Bachelor’s degree in Accounting or Finance

CPA or MST preferred

Tools

GoSystem

CCH Axcess

OneSource

Excel

Job description

Our client, a diversified investment firm with holdings across financial, real estate, and professional services sectors, is seeking a Senior Tax Analyst to join its corporate finance and accounting team. The role offers exposure to complex partnership structures, multi-entity operations, and a variety of investment vehicles, including funds, real estate partnerships, and portfolio companies.

The ideal candidate will have hands‑on experience preparing and reviewing partnership returns, K-1s, and supporting multi‑state and local tax compliance efforts. This position provides the opportunity to work closely with the finance, legal, and investment teams to support compliance, planning, and strategic growth initiatives.

Base pay range

$120,000.00/yr - $130,000.00/yr

Key Responsibilities

• Prepare and review federal, state, and local tax filings for partnerships, corporations, and investment entities (including real estate and fund structures).
• Coordinate and manage the preparation and distribution of investor Schedule K-1s across multiple entities and investment vehicles.
• Support nexus studies and assessments to identify and manage multi‑state filing obligations.
• Administer multi‑state sales and use tax compliance, including registration, reporting, and audit coordination.
• Assist with quarterly and annual tax provisions, estimated payments, and extensions.
• Support tax planning and structuring activities for new investments, acquisitions, and divestitures.
• Collaborate with external tax advisors and auditors on complex compliance and advisory matters.
• Maintain tax basis calculations, deferred tax balances, and related schedules.
• Research and interpret tax laws and regulations, advising management on implications for the firm and its affiliates.
• Identify opportunities for process improvement and automation within the tax function.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA or MST preferred.
• 4–7 years of progressive tax experience, ideally within a public accounting firm or investment management environment.
• Strong knowledge of partnership taxation, K-1 reporting, and multi‑state tax compliance.
• Experience coordinating nexus assessments and sales/use tax compliance across multiple jurisdictions.
• Familiarity with real estate partnerships, fund structures, and investment vehicles.
• Proficiency with tax software (e.g., GoSystem, CCH Axcess, OneSource, or similar) and strong Excel skills.
• Excellent analytical, organizational, and communication skills.

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Accounting/Auditing

Benefits

• Medical insurance
• Vision insurance
• 401(k)