Tax Accountant Job at Buckingham Search, Chicago, IL

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  • Buckingham Search
  • Chicago, IL

Job Description

Tax Accountant (Private Investment & Family Office)

Chicago, IL- Hybrid

We are seeking a Tax Accountant to join a private investment and family office platform that manages long-term, diversified capital across private equity, growth equity, real estate, public markets, and direct operating investments.

The family office component oversees complex personal, trust, and philanthropic structures with a multi-generational investment mandate. The environment is highly sophisticated, involving multi-entity partnerships, tiered ownership structures, and a mix of individual, trust, and entity-level tax compliance.

This role focuses on tax compliance, reporting, research, and tax planning support across a complex and dynamic structure.

Responsibilities

  • Prepare federal and multi-state income tax returns for complex partnerships, individuals, trusts, and related entities
  • Assist with preparation of gift tax returns and sales/use tax filings
  • Draft correspondence and responses to federal and state tax authorities on complex issues
  • Support tax projection processes and build/maintain Excel-based models for multi-entity structures
  • Assist with tax research and preparation of technical tax memoranda
  • Support annual information reporting (e.g., 1099 filings and related compliance work)
  • Collaborate on tax planning initiatives and ongoing structuring analysis

Qualifications

  • Bachelor’s degree in Accounting required
  • 2–3 years of experience in an income tax compliance environment required
  • Exposure to partnership, trust, individual, and/or high-net-worth tax structures preferred
  • MST or coursework toward MST is a plus
  • Strong Excel modeling skills required
  • Experience with tax software and research tools (e.g., GoSystem, BNA tools, or similar) preferred
  • Familiarity with state and local tax issues is a plus
  • Strong written and verbal communication skills
  • Highly detail-oriented, organized, and able to manage multiple deadlines
  • Self-starter with ability to work in a fast-paced, deadline-driven environment, including extended hours during peak season

Job Tags

Work at office, Local area

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