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SJ

Senior Tax Manager - Fund Tax

Selby JenningsChicago, IL🇺🇸United StatesPosted 10 Sept 2026

Why This Role Stands Out

This hybrid Senior Tax Manager role offers significant growth potential and the opportunity to refine your expertise in fund tax within a reputable firm. You'll thrive if you're a seasoned tax professional with a passion for complex financial landscapes and developing junior talent, so be sure to apply!

Quick Overview

Seniority
Mid Senior
Employment type
Full Time
Work mode
Hybrid
Location
Chicago, IL, United States
Posted
20 hours ago
CPAInternal ControlsPortfolio ManagementTax Compliance

Job Description

Senior Manager - Fund Tax Key Responsibilities

  • Oversee and review federal, state, and other tax filings for investment funds and related entities.
  • Review tax provisions and disclosures included in financial statements.
  • Manage tax analyses affecting fund distributions, including complex book-to-tax adjustments and investment-related tax considerations.
  • Support distribution planning and reporting to ensure compliance with applicable regulatory and tax requirements.
  • Oversee fund-level tax compliance testing and reporting requirements.
  • Evaluate tax implications related to fund restructurings, mergers, and other corporate actions.
  • Drive process improvements, automation initiatives, and enhancements to internal controls.
  • Mentor and develop junior team members while providing technical tax guidance.
  • Collaborate cross-functionally with accounting, finance, operations, legal, and portfolio management stakeholders.


Senior Manager - Fund Tax Qualifications

  • Bachelor's degree in Accounting, Finance, or a related field.
  • CPA designation preferred.
  • 7+ years of tax experience within public accounting, financial services, asset management, or investment fund environments.
  • Strong knowledge of investment-related taxation, partnership taxation, or regulated investment company (RIC) taxation.
  • Experience researching complex tax issues and interpreting regulatory guidance.
  • Prior leadership or supervisory experience preferred.
  • Advanced Excel skills and familiarity with tax research tools.
  • Strong communication, analytical, and organizational skills.
  • Ability to manage multiple priorities in a fast-paced environment.

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