Tax Accountant

We are looking for a Tax Accountant for a Boston investment firm. This is an excellent opportunity for a driven individual who would appreciate the benefits of working in the dynamic, smaller environment of a very successful firm that invests across all asset classes and around the globe. This position is a member of the fourteen person team that manages all aspects of tax compliance and reporting for multiple entities.


The ideal candidate for the role should possess the following characteristics and qualifications:

  • Undergraduate degree in accounting or finance

  • 1-5 years of investment industry tax experience

  • Display a positive attitude and acute focus on work product

  • Enjoy detailed work and taking initiative

  • Strong organizational and problem solving skills

  • Intermediate to advanced level MS Office skills, particularly Excel

  • Effective and professional communication skills, both oral and written

  • Ability to work independently, yet effectively in a collaborative, team-oriented structure

  • Ability to demonstrate professional discretion and handle highly confidential information

  • Thrive in a fast-paced, deadline-driven environment with the ability to effectively multi-task and prioritize assigned deliverables

The specific responsibilities of this position will include, but are not limited to:

  • Preparation of the federal and state partnership tax return work papers, including estimated and actual taxable income calculations, partner tax allocations, as well as various management reports

  • State partnership and nonresident partner withholding tax compliance

  • Assist in responding to state tax notices

  • Perform investment level tax adjustment analyses related to financial products

  • Review tax reporting documents received from lower-tiered pass-through investments including U.S. filings related to foreign investments

  • Maintain and test various company databases and files

  • Perform federal and state tax research, including research of relevant tax laws, regulations, and rulings to assist in the proper tax treatment of various topics

  • Coordinate and review various tax filings, including tax returns, extensions, client tax estimates and Schedule K-1’s

  • Assist in the completion of tax related administrative tasks including preparation of source data files

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