Senior Tax Associate

Location: Boston, MA

Schedule: 4 days per week in office

Compensation: $100,000 – $125,000 base salary + bonus

Overview

A leading alternative investment management firm is seeking a Senior Tax Associate to join its Boston-based tax team. This position offers broad exposure to fund tax compliance, tax reporting, tax planning, and special projects across a diverse portfolio of investment strategies. The role provides significant interaction with investment professionals, finance, legal, operations, investor relations, and external advisors in a collaborative, fast-paced environment.

Responsibilities

* Coordinate with external tax advisors and fund accountants to support the preparation and filing of partnership tax returns and investor tax reporting.

* Review tax workpapers, allocations, estimates, and supporting schedules prepared by external service providers.

* Assist with quarterly and annual tax reporting requirements, including estimated tax payments, withholding obligations, and investor reporting.

* Support tax planning initiatives, fund structuring projects, and other strategic tax matters.

* Respond to investor tax inquiries and requests in partnership with internal teams.

* Assist with managing tax notices, audits, and correspondence from federal, state, and local taxing authorities.

* Prepare presentations, spreadsheets, organizational charts, and other materials related to tax projects and business initiatives.

* Collaborate with finance, legal, and operations teams on new transactions, structures, and process improvements.

* Participate in technology enhancement initiatives, including automation and AI-driven solutions.

* Maintain tax databases, trackers, and reporting tools while identifying opportunities for increased efficiency.

Qualifications

* Bachelor’s degree in Accounting, Finance, or a related field.

* CPA preferred.

* 2+ years of tax experience, preferably within public accounting, financial services, asset management, private equity, hedge funds, alternative investments, or related industries.

* Understanding of partnership taxation and investment fund structures is preferred.

* Strong analytical, organizational, and problem-solving skills.

* Excellent written and verbal communication skills.

* Ability to manage multiple priorities and deadlines in a fast-paced environment.

* Strong attention to detail and commitment to producing high-quality work.

* Advanced proficiency in Microsoft Excel and Microsoft Office applications.

* Self-starter with a willingness to take ownership of projects and continuously learn.

Highlights

* Exposure to sophisticated investment structures and transactions.

* Highly visible role with interaction across multiple business functions.

* Opportunity to work closely with senior professionals and external advisors.

* Collaborative and entrepreneurial culture.

* Strong long-term growth potential.

* Competitive compensation package including base salary and bonus.

Interested?

Interested in learning more about this opportunity or exploring other similar roles in the market? Apply confidentially today to start a conversation.