- Pay
- $90–110k
- Where
- Boston, Massachusetts, United States
- Level
- Junior
Company Overview:
A leading technology-focused investment firm with over $27 billion in assets under management is seeking a Tax & Operations Associate to join their Boston team. The role involves assisting with tax compliance and reporting across various funds and entities.
Job Responsibilities:
Coordinate with external tax advisors on the preparation and review of corporate and partnership tax returns, extensions, and Schedules K-1
Review book-to-tax reconciliations, taxable income adjustments, partnership allocations, and year-end tax packages
Respond to PBC requests and support the management company tax return
Manage information reporting and withholding, including Forms 1099, PFIC statements, Forms 1042 and 1042-S
Prepare quarterly and year-end tax projections for internal partners and investors
Log and track IRS and state tax notices and incoming tax correspondence
Maintain daily tax lot and realized gain/loss reporting
Research tax treatment of new markets and instruments
Assist with automating internal tax reporting processes using Python, SQL, and AI tools
Respond to investor and CPA requests for K-1s, tax documents, and estimates
Complete investor tax questionnaires and assist with investor due diligence questionnaires
Field ad hoc tax and operations requests from the CFO, investment team, and investors
Qualifications:
Bachelor’s degree in accounting, finance, or economics; CPA or progress toward a CPA is a plus
3-4 years of partnership tax experience in a public accounting firm’s asset management tax practice or at an asset manager
Working knowledge of partnership tax, including K-1s, allocations, tax adjustments, PFIC reporting, and foreign withholding
Familiarity with fund administrators and fund operations is a plus
Ability to use AI tools to streamline workflows
Coding or scripting experience (e.g., Python, SQL) is a plus
Compensation:
Salary: $90,000 - $110,000