Tax Associate

Role: Tax Associate

Department: Finance & Accounting

Experience: 2+ years’ experience in hedge/pe taxation

A mid-size, established investment manager firm located in Boston is looking for a new member of the accounting team. The Tax Associate role would report to the Controller. Major areas of focus will be to manage the fund’s outsourced tax compliance function, including oversight of our public accounting firm, K-1 gathering, investment basis computations, and management of state tax notices. Depending on candidates’ abilities and willingness to learn, the function includes tax structuring and front-end tax planning for investments. Our firm has a great culture that values individual input and provides employees flexibility for growth at all stages of a career, we provide work life balance and great benefits.

Roles & Responsibilities

  • Oversee tax compliance for investment vehicles

  • Review Tax Filings

  • Manage Tax Filing process

  • Oversee tax withholding payment process

  • Respond to tax notices


  • Public Accounting Experience, CPA

  • Prior experience with various products including Fund of Hedge Funds, equities, fixed income, repurchase agreements, futures, FX, Mortgages and options


  • Strong Excel Skills

  • Ability to adapt to changing requirements

  • Bachelor’s degree in Accounting

  • 2+ years' experience in tax working for a Public Accounting Firm, Fund Administrator, Hedge Fund, Mutual Fund, or other Investment Advisor

  • Attention to Detail

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