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Tax Manager | Hedge Fund & Venture Platform

Daley and Associates

Boston, MA

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JOB DETAILS
LOCATION
Boston, MA
POSTED
30+ days ago

Tax Manager | Hedge Fund & Venture Platform 

Our client, a highly regarded investment firm with a sophisticated hedge fund and venture fund platform, is seeking a Tax Manager to lead and oversee the tax function across their fund complex. This is a high-visibility role, providing strategic oversight, managing external advisors, and ensuring compliance across multiple funds.

What You’ll Do:

  • Lead the preparation and review of federal, state, and local tax workpapers, partner allocations, estimates, and projections

  • Oversee complex tax adjustments, including wash sales, constructive sales, straddles, and PFICs

  • Manage relationships with external tax providers and fund administrators, including K-1 preparation and distribution

  • Supervise the preparation and review of fund, GP, and management company tax returns

  • Ensure timely compliance with tax filings, 1099 reporting, PTE elections, and withholding obligations

  • Provide strategic tax planning and guidance on evolving regulations to senior leadership

  • Mentor and manage junior tax staff, supporting development and performance

  • Research complex technical tax issues and communicate findings clearly to management and investors

What We’re Looking For:

  • Bachelor’s degree in Accounting or related field (CPA or MST preferred)

  • 5+ years of partnership tax experience, ideally with hedge funds, private equity, or investment management

  • Deep knowledge of Subchapter K, master-feeder structures, and complex financial products

  • Familiarity with ASC 740, PFICs, and book-to-tax adjustments

  • Strong leadership, project management, and communication skills

  • Advanced Excel and systems proficiency, with close attention to detail

  • Ability to manage multiple priorities in a fast-paced, high-stakes environment

This role is ideal for a strategic, hands-on tax leader looking to make an impact across a high-profile, growth-oriented fund platform.

Interested candidates are encouraged to send their resume to Kyle Archer at karcher@daleyaa.com

#LI-KA1

About the Company

D

Daley and Associates

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.

COMPANY SIZE
20 to 49 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
2005
WEBSITE
http://daleyaa.com/

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