Job Description
Tax Associate | Boston, MA | Full-Time
We are partnering with a well-established, multi-strategy investment firm to identify a Tax Associate to join its Boston team. This is an opportunity to join a lean, high-performing investment operations group with exposure to both hedge fund and venture capital operations, including public and private fund strategies.
Compensation: $110,000-125,000 base + bonus
Key Responsibilities:
Qualifications:
If you have a background in fund taxation and are interested in gaining broad exposure to investment management operations within a high-performing investment firm, reach out to Declan Turner at dturner@daleyaa.com.
We are partnering with a well-established, multi-strategy investment firm to identify a Tax Associate to join its Boston team. This is an opportunity to join a lean, high-performing investment operations group with exposure to both hedge fund and venture capital operations, including public and private fund strategies.
Compensation: $110,000-125,000 base + bonus
Key Responsibilities:
- Maintain internal tax reporting and work with portfolio managers and traders to align trade allocations with tax strategies.
- Monitor tax considerations, including constructive sales, wash sales, and straddles.
- Coordinate with external tax providers on fund tax returns, K-1s, 1099s, and quarterly and annual tax filings.
- Perform technical tax research and analysis related to trading and compliance.
- Prepare daily fund accounting journal entries and review NAV reporting and investor statements.
- Assist with investor performance reporting, reconciliations, annual audits, and financial statement preparation.
- Support regulatory filings and ad hoc accounting, finance, marketing, and compliance projects.
Qualifications:
- Bachelor's degree in Accounting, Finance, or Economics required.
- At least 2 years of tax industry experience.
- Experience with hedge fund or private fund tax required.
- Strong technical, analytical, and communication skills.
- Exceptional attention to detail.
If you have a background in fund taxation and are interested in gaining broad exposure to investment management operations within a high-performing investment firm, reach out to Declan Turner at dturner@daleyaa.com.
Numbers & Facts
| Location | Boston, MA |
| Industry | Staffing/Employment Agencies |
| Salary | $110,000–$125,000 Per Year |
| 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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