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Tax Supervisor - Chicago Family Office

Buckingham Search
Chicago, IL Full Time
POSTED ON 2/25/2025
AVAILABLE BEFORE 5/23/2025

Tax Supervisor – Family Office | Strategic Tax Planning & Structuring

Downtown Chicago, IL

A prestigious Family Office in downtown Chicago is seeking a Tax Supervisor to play a strategic, high-impact role in tax structuring, research, and planning. This is not a compliance role—compliance is outsourced. Instead, this position focuses on tax strategy, proactive planning, and wealth preservation across a diverse portfolio of assets, including real estate, private manufacturing companies, and other alternative investments .

If you’re a tax professional who thrives on problem-solving, structuring, and high-level tax planning , this is your opportunity to step into a dynamic role where you’ll gain exposure to federal partnership taxation, M&A transactions, and other unique tax events .

What You’ll Do :

  • Lead tax research, strategy, and structuring initiatives to optimize tax efficiencies across a complex multi-entity portfolio .
  • Proactively identify tax planning opportunities to preserve and grow generational wealth.
  • Advise on federal partnership taxation , including structuring investment vehicles, entity planning, and cash flow optimization .
  • Partner with external advisors, legal counsel, and wealth managers on trust & estate planning, investment strategies, and tax-efficient transactions .
  • Provide insightful research and analysis on evolving tax laws, structuring options, and investment decisions.
  • Gain exposure to M&A transactions, complex business restructurings, and succession planning .
  • Collaborate closely with senior leadership to develop long-term tax strategies tailored to the family’s financial objectives.

What You Bring :

  • 5 years of tax experience , preferably in a family office, public accounting firm, or private investment setting .
  • Deep expertise in federal partnership taxation , entity structuring, and transaction planning.
  • Strong research and planning skills, with the ability to analyze complex tax laws and provide clear recommendations.
  • Experience advising on real estate tax structuring, private business investments, and alternative asset taxation .
  • Ability to think strategically, anticipate tax implications, and communicate sophisticated tax concepts to stakeholders.
  • CPA, JD, or Master’s in Taxation preferred.
  • Why This Role?

    High-impact strategic role —influence tax decisions for a complex family enterprise.

    Exposure to sophisticated tax structures —real estate, M&A, private equity, and more.

    No compliance work —focus exclusively on strategy, research, and planning.

    Collaborate directly with leadership —be a trusted advisor in shaping the family’s financial future.

    Work in a tight-knit, intellectual environment that values deep tax expertise and innovative thinking.

    This is a rare opportunity to step beyond traditional tax roles and into a strategic advisory position. Apply now to be part of a forward-thinking family office where tax planning meets wealth strategy!

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