Tax Associate

About the Role

A private, Chicago-area family office is growing its internal tax function and looking to add a Tax Associate. This is a strong opportunity for someone early in their tax career to get hands-on exposure to sophisticated private wealth and investment tax work in a collaborative, long-term environment.

Key Responsibilities

• Support tax compliance, reporting, and planning for individuals, trusts, partnerships, and related investment entities.
• Gather and reconcile K-1s, investment statements, and supporting schedules.
• Prepare estimated payments, extension filings, and annual compliance calendars.
• Coordinate with external CPA firms and advisers to keep deliverables on track.
• Research tax questions alongside experienced colleagues.
• Maintain accurate workpapers and entity records.
• Respond to notices and other compliance matters.
• Support ad hoc projects with the broader finance team.

Requirements & Tech Stack

• Strong Excel skills.
• Strong organizational skills.
• Strong analytical skills.
• Strong communication skills.
• Ability to handle confidential information carefully.
• Ability to meet deadlines.
• On-site one day a week.

Qualifications

• 0-3 years of relevant tax or accounting experience.
• Bachelor’s degree in Accounting or a related field (or expected completion).
• Public accounting internship or early-career experience is a plus, not required.
• Interest in individual, partnership, trust, and high-net-worth tax compliance; prior exposure is helpful but not required.
• Familiarity with K-1s, pass-through entities, or investment-related tax reporting is a plus.
• CPA eligibility or interest in pursuing the CPA designation preferred, not required.