Associate, Tax Director – Boston MA
A very successful investment management firm located in Boston is looking to bring on an Associate Tax Director. As the associate Tax Director, you will report into the CFO and have experience in the oversight/management of external tax preparers and consultants, familiarity with derivative strategies, strong GAAP, and other fair value financial reporting principles. We are seeking candidates who hold their CPA license, have 10+ years of relevant experience, and possess strong communication skills.
Responsibilities:
- Work with the firms’ tax team on the preparation of tax returns, identify new/extraordinary investment activity and potential tax issues
- Review tax returns prepared by outside consultants
- Maintain analysis to provide ongoing estimates of investment income excise taxes
- Responsible for regulatory and rating agency reporting in consultation with the legal team regarding US and non-US requirements
- Liaise with the firm’s central Financial Accounting and reporting team on matters related to investment accounting with respect to the firm’s GL
- Engage with external counsel on regulatory issues when appropriate
Qualifications:
- BA/BS Degree in Accounting, Finance, or related
- CPA required
- 10+ years of experience in asset management, financial and tax accounting, both liquid and illiquid strategies
- Expertise on GAAP accounting requirements and tax rules as they apply to investment companies and private fund structures
- Knowledge of real estate operating and development activities
- Strong MS Office experience
This is a full-time(hybrid) opportunity that will offer up $190,000 plus a strong bonus and excellent benefits. For immediate consideration, please reach out to Kelly Hanlon directly at [email protected].
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