What are the responsibilities and job description for the Tax Accountant position at Buckingham Search?
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