Tax Associate- Boston MA

A highly successful asset management firm located in Boston, MA is looking to fill a Tax Associate position on the Tax team. This professional will be responsible for completing all tax filings for tax exempt and tax entities, internal preparation of all federal and state tax returns, preparation of tax workpapers and returns and work on related tax issues/initiatives. 


  • Compile, track and organize tax, accounting and investment information needed for the preparation of tax returns
  • Prepare/review federal (domestic and US foreign informational) and state tax returns, including IRS Forms and multiple state tax returns
  • Participate in and contribute to refining internal processes and procedures
  • Establish and maintain relationships with external managers to gather pertinent tax and investment information
  • Establish and maintain critical relationships with internal accounting group and other functional areas within the firm
  • Assist with researching tax, accounting and financial regulations and analyzing tax implications to support tax filings, audits, and other similar initiatives
  • Coordinate with tax advisors to support tax filings, tax audits, and other inquiries from tax authorities


  • Bachelor’s degree accounting or finance major required
  • 0-2 years of relevant experience within an accounting firm or financial services
  • Recent grads must have internship experience within Tax 
  • Experience with taxation of various entity types, including tax-exempt entities and partnerships, desirable
  • Experience with major tax preparation software a plus
  • CPA/MST designations a plus
  • Advanced proficiency in Excel spreadsheet creation and manipulation preferred
  • Excellent professional, interpersonal, and verbal communication
  • Exceptional organizational skills are required

This role is a full-time position that will pay between $50,000-70,000 base plus bonus and excellent benefits. If you are interested in learning more about this opportunity, please email Kelly Hanlon at


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