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Senior Tax Associate – Investment Management

Beacon Hill · Commercial & Professional Services
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To Apply for this Job Click Here 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. F1471617-KM_1789478604 To Apply for this Job Click Here