Senior Tax Lead – REITs & BDCs

Monroe Capital LLC; Chicago (IL); On-site; USD 150,000 - 185,000; Full time

Benefits offered by this job

Comprehensive benefits package

Performance-based bonus

401(k)

Job summary

A leading private credit firm in Chicago seeks an experienced tax professional to manage tax compliance related to REITs and BDCs. Responsibilities include supervising tax compliance, overseeing investor reporting, and ensuring regulatory adherence. Candidates should have 7+ years of experience, preferably from a Big Four firm or in an investment management role. A Bachelor's degree in accounting and strong communication skills are essential. Competitive salary offered between $150,000 and $185,000, plus benefits.

Qualifications

• 7+ years of tax experience from a Big Four firm or investment management.
• Strong command of REIT and BDC taxation is required.
• Basic knowledge of partnership taxation is essential.

Responsibilities

• Manage tax compliance lifecycle including federal/state returns.
• Coordinate with Accounting team on financial reporting.
• Ensure adherence to tax requirements for REITs and BDCs.
• Oversee tax-related investor reporting and documentation.
• Provide tax-efficient structuring advice for transactions.
• Identify and implement tax-saving strategies.
• Manage external tax audits and inquiries.
• Supervise and mentor junior staff.

Skills

Attention to detail

Communication skills

Problem-solving

Education

Bachelor's degree in accounting or related field

CPA or Master’s degree

Tools

Tax compliance software

Financial reporting tools

Job description

A leading private credit firm in Chicago seeks an experienced tax professional to manage tax compliance related to REITs and BDCs. Responsibilities include supervising tax compliance, overseeing investor reporting, and ensuring regulatory adherence. Candidates should have 7+ years of experience, preferably from a Big Four firm or in an investment management role. A Bachelor's degree in accounting and strong communication skills are essential. Competitive salary offered between $150,000 and $185,000, plus benefits.