About HCC/CCI
Henry Crown & Company/CC Industries is a Chicago-based, privately-held company that manages business, philanthropic, and family interests on behalf of a multi-generational family. The business ventures fall into broadly-defined categories: wholly-owned operating companies, public and private equity investments, and real estate. The enterprise also supports individual and collective giving through Crown Family Philanthropies and provides traditional family office services across generations. The enterprise employs approximately 350 professionals in the areas of investment management, corporate development, financial operations, tax, research and innovation, human resources, information technologies, and legal.
Why work for us?
We are a private enterprise with more than a 100-year legacy and track record of financial success, supporting our communities, and taking care of our employees. We plan strategically with a long-term time horizon and an integrated approach to access superior opportunities and optimize financial results. Integrity, collaboration, and dedication are cornerstones of our workplace culture that create rewarding professional experiences.
Position Description
The Tax Department provides tax consulting and planning services related to the family’s diversified holdings including investments in privately held operating companies, real estate, investment funds, and publicly traded securities. This department is seeking a Tax Advisor who would report directly to a Tax Director.
Responsibilities
- Conduct tax research, planning, complex excel analysis for major transactions including new entity formation, ownership change transactions (recapitalizations, redemptions, etc.), acquisitions and dispositions.
- Serve as a resource of technical knowledge for internal tax return preparers and to other departments requesting assistance on tax and business matters.
- Analyze the impact of tax legislation and communicate the potential impact to company management and family members.
- Conduct tax research and prepare technical tax memorandums to determine and document tax return filing positions.
- Ensure the proper implementation of conclusions reached during tax planning.
- Review of operating and trust agreements.
- Interact with outside professional advisors.
- Represent taxpayers in IRS examinations.
Qualifications
- Bachelor’s degree in accounting or related field; MST or advanced degree, or desire to pursue such degree.
- CPA license.
- At least 6 years of professional experience with a public accounting firm, privately held company, or family office.
- Experience with complex partnership tax issues.
- Experience with complex investment structures, especially tiered partnership structures and holding companies.
- Well-organized, ability to multi-task in a fast-paced environment while working on a broad range of tax matters.
- Self-motivated, desire and capacity to learn new and complex areas of taxation.
- Excellent research, written and oral communication, problem solving and analytical skills.
- Ability to communicate technical information in a non-technical manner.
- Strong knowledge of online tax research tools (RIA Checkpoint, BNA Portfolios, etc.) and Microsoft Office products.
Don’t meet every single requirement? Studies have shown that women, members of the LGBTQIA+ community, individuals experiencing disability and BIPOC are less likely to apply to jobs unless they meet every single qualification. At CC Industries we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidate for this or other roles.