We are currently seeking candidates for a Senior Tax Accountant – Alternative Investments opportunity at a highly elite alternative investment firm located in Boston, MA. The Senior Tax Accountant – Alternative Investments will own taxable income allocation across its fund, management company, and GP entities, and strengthen the workflows behind it. The ideal candidate will have 4-10+ years of related tax or audit experience with alternative investments.
This is a 12-month contract opportunity, paying between $70-$100/hour (depending on experience). This role supports a hybrid work model.
Responsibilities:
Tax Calculation and Reporting
Calculate and allocate taxable income across fund structures, the Management Company, and GP entities, with accurate disclosures and clear K-1 presentation
Prepare monthly tax efficiency and unrealized gain/loss reports
Prepare journal entries for entity-level taxes, including state, nonresident withholding, and non-U.S. withholding
Compliance and Filing
Support timely filing of federal, state, and international returns, including paper mailings and check preparation
Manage compliance workflows with external advisors and fund administrators so investors, employees, and authorities receive tax information on time
Document and respond promptly to federal and state tax notices
Oversee GP tax distribution payments and prepare quarterly estimated tax information
Advisory and Collaboration
Respond to investor and tax authority inquiries
Build strong relationships with external tax advisors, fund administrators, and portfolio investment teams
Partner with fund accounting and operations to keep accounting and tax records aligned
Contribute to tax research, structuring, and consulting projects, including documentation and memoranda
Qualifications:
Bachelor’s degree in Accounting or Finance (Required); CPA a plus.
4-10+ years of tax and/or audit experience in alternative investments
Strong written and verbal communication
Sharp attention to detail and the ability to juggle competing deadlines
Analytical, organized, and solution-oriented
Advanced Excel and Microsoft Office proficiency
Ability to work collaboratively and independently.
For immediate consideration, interested and qualified candidates should send their resume to Morgan at marakelian@daleyaa.com. IND123
Numbers & Facts
Location
Boston, MA
Industry
Staffing/Employment Agencies
Salary
$70–$100 Per Hour
Company Size
20 to 49 employees
Year Founded
2005
Website
http://daleyaa.com/
About Company
Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.
Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.
Skills
Accountingunmatched
Analysis Skillsunmatched
Auditingunmatched
Certified Public Accountant (CPA)unmatched
Consultingunmatched
Detail Orientedunmatched
Documentationunmatched
Federal Taxunmatched
Financeunmatched
Fund Accountingunmatched
Fund Managementunmatched
Journal Entriesunmatched
Mail Processingunmatched
Maintain Complianceunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Public/Media/Press/Analyst Relationsunmatched
State Taxunmatched
Tax Accountingunmatched
Tax Planningunmatched
Tax Returnsunmatched
Team Playerunmatched
Time Managementunmatched
Writing Skillsunmatched
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