Global Fund Tax Manager | Boston MA | No Compliance (Advisory Focused)

Global Fund Tax Manager | Boston, MA | No Compliance (Advisory Focus!)

Our team is working with a leading Boston-based asset manager looking to hire a Global Fund Tax Manager for their growing team. The role will serve as a subject matter expert on complex fund tax matters, providing strategic guidance across a range of investment structures, including private funds and alternative assets. Responsibilities include overseeing tax compliance processes (outsourced), identifying and mitigating tax risks, and partnering cross-functionally with portfolio management, legal, and product teams to support business objectives. The position also drives process improvements, automation initiatives, and operational efficiencies while managing external advisors and supporting tax planning efforts. 

This role is a full-time hybrid position that is 3 days in the office & 2 from home that will offer between 150-160K base, bonus, & strong benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com

Responsibilities:

• Serve as a subject matter tax expert and provide tax advice on complex North American operational fund tax issues, with a focus on those involving private funds, alternative investments (i.e., digital assets), and complex and non-traditional product structures.

• Support complex North American operational tax compliance processes and governance frameworks.

• Identify operational tax issues impacting complex fund structures and collaborate with internal and external tax advisors to support product objectives. You will support periodic and ad-hoc tax planning for portfolio managers.

• Lead and support projects, including process improvement and automation initiatives to enhance operational efficiency.

• Advise on operational and strategic tax matters and internal process development.

• Identify, assess, and mitigate tax-related risks.

• Manage relationships with external service providers.

• Lead change initiatives and educate teams on tax best practices.

Qualifications:

• 7+ years in tax, preferably focused on investment funds.

• Master’s degree in Tax, Law, Accounting, or Finance.

• CPA, CA, or ACCA certification preferred.

• Expertise in complex retail and private investment structures.

• Knowledge of complex securities and alternative investments.

• Strong data analysis skills.

• Experience with project management and automation tools (Alteryx, Power BI, Tableau).
   

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