Tax Analyst or Tax Associate - Guggenheim Partners

Overview

A financial services organization is seeking a Junior Tax Professional to join its corporate tax team. This role involves managing all aspects of federal tax compliance for the company’s operating partnerships, C-corporations, and holding company. The position also includes responsibilities related to tax planning and supporting the execution of long-term tax strategies.

The Tax Analyst/Associate will report to a Tax Manager and is based in the Chicago office, with the current arrangement being fully remote.

Responsibilities

• Prepare federal tax return compliance for partnership and corporate entities
• Prepare quarterly taxable income estimates
• Maintain standardized work papers and tax return organizational systems
• Manage timing and review of work products from third-party service providers
• Conduct special projects involving complex tax research issues
• Stay current on legislative developments and tax planning opportunities
• Prepare and maintain documentation for Tax Department compliance processes

Basic Qualifications

• Bachelor’s degree in Accounting
• Minimum of 2 years of public accounting experience, including partnership tax compliance
• Proficient in Microsoft Excel

Preferred Qualifications

• Certified Public Accountant (CPA) designation
• Master’s Degree in Taxation
• Experience with asset management or financial services clients
• Experience with ASC 740 accounting standards
• Experience with information reporting
• Strong organizational, time management, and attention to detail skills
• Ability to work independently and collaboratively
• Excellent verbal and written communication skills

Compensation & Benefits

• Annual base salary range: $130,000 to $140,000

Note: The salary range reflects base salary only and may vary based on location and experience. Total compensation may include additional components such as incentive compensation.

Location

• Chicago, IL (currently fully remote)