Job Description
Senior Tax Consultant
We are currently seeking candidates for a Senior Tax Consultant opportunity with a highly elite Alternative Investment firm located in Boston, MA. The Senior Tax Consultant will be responsible for calculating and allocating taxable income across fund structures, management company, and GP entities, coordinating with internal and external parties, and optimizing workflows as appropriate. The ideal candidate will have 5-10+ 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).
Responsibilities:
Qualifications:
For immediate consideration, interested and qualified candidates should send their resume to Lydia at Lsinger@daleyaa.com.
IND7
We are currently seeking candidates for a Senior Tax Consultant opportunity with a highly elite Alternative Investment firm located in Boston, MA. The Senior Tax Consultant will be responsible for calculating and allocating taxable income across fund structures, management company, and GP entities, coordinating with internal and external parties, and optimizing workflows as appropriate. The ideal candidate will have 5-10+ 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).
Responsibilities:
- Calculate and allocate taxable income across fund structures, Management Company, and GP entities, ensuring accurate tax data disclosure and clear K-1 presentation.
- Assist with the timely filing of federal, state, and international tax returns, coordinating with internal teams for paper tax return mailings and check preparation.
- Prepare journal entries for entity-level taxes, including state, nonresident withholding, and non-U.S. withholding taxes.
- Manage tax compliance workflows with external advisors and fund administrators to ensure timely delivery of tax information to investors, employees, and authorities.
- Document and respond to federal and state tax notices promptly.
- Support responses to investor and tax authority inquiries and prepare monthly tax efficiency and unrealized gain/loss reports.
- Oversee tax distribution payments for general partners and prepare quarterly estimated tax information for internal and external stakeholders.
- Build and maintain relationships with external tax advisors, fund administrators, and portfolio investment teams.
- Collaborate with fund accounting and operations teams to align accounting and tax records consistently.
- Contribute to tax research, structuring, and consulting projects, maintaining documentation and drafting related memorandums.
Qualifications:
- Bachelor’s degree in Accounting or Finance (Required). CPA is a plus.
- 5-10+ years of tax and/or audit experience within the alternative investment industry.
- Excellent communication (written and verbal) and interpersonal skills.
- High attention to detail and prioritize competing tasks and deadlines.
- Strong organizational, analytical, and problem-solving skills.
- Proficiency in Microsoft Office Suite, especially Microsoft Excel.
- Ability to work collaboratively and independently.
For immediate consideration, interested and qualified candidates should send their resume to Lydia at Lsinger@daleyaa.com.
IND7
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
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