The salary range for this position is $120,000-$135,000 plus bonus, and it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this hybrid role please send your resume to [email protected]

The #1 thing on everyone's mind right now: ‘Where can I find a fresh start?’. NOTE: This position is a career-fast-track opportunity. Whoever fills this role is expected to be promoted quickly. 

Job Responsibilities:

• Calculate and report Section 1256 gains and losses, including mixed straddle adjustments and mark-to-market entries under Section 475(f).
• Manage and reconcile tax treatment of short-term and long-term capital gains across multiple trading strategies and instruments.
• Prepare and review Schedule K-1s for complex partnership structures, ensuring accurate allocations of income, deductions, and partner capital.
• Perform detailed analysis of investment portfolios for tax characterization and compliance with IRS regulations.
• Monitor tax law changes related to financial instruments and trading activity; provide guidance on implications for clients or firm entities.
• Assist in tax planning, compliance, and strategy implementation for entities making Section 475(f) elections.
• Review and document tax positions, supporting workpapers, and research memos.

Requirements:

• Bachelor’s degree in Accounting, Finance, or related field
• 5+ years of relevant tax experience, ideally within a public accounting firm, hedge fund, or financial services environment.
• Strong working knowledge of:
• IRC Section 1256 and mixed straddle regulations
• Section 475(f) mark-to-market elections
• Partnership and hedge fund taxation
• K-1 preparation and review
• Advanced Excel and data analysis skills; familiarity with financial instruments and trade data preferred.
• Excellent analytical, communication, and problem-solving abilities.
• Strong problem solver with the ability to navigate ambiguity and leverage your resources
• The desire to take ownership of projects and ideas, while being able to identify gaps and other areas of improvement
• The ability to adapt to a dynamic and ever-changing environment – we are in high growth mode and move quickly to achieve business goals
• Ability to work 4X a week in our Chicago office

To apply to this hybrid role please send your resume to [email protected].

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