Senior Tax Associate

Senior Tax Associate, PartnershipBoutique Boston-based investment firm is hiring a Senior Tax Associate to join their downtown Boston office. This role will play a key role in managing the tax function for a variety of funds.This is a high-visibility role on a tight-knit team. The company offers a hybrid schedule out of their downtown Boston office and a competitive compensation/benefits package.The Role:Lead the preparation of federal, state, and local tax returns for sponsored funds.Prepare partner allocations, and Schedule K-1 and K-3 documents.Manage international tax matters, including capital gain accruals.Oversee engagements with external tax service providers to ensure timely and accurate deliverables.Coordinate with brokers and counterparties to maintain and process fund tax documentation such as Form W-8 packages.Respond to investor tax-related requests and contribute to tax considerations for new fund or investor launches.Monitor and track non-US withholding taxes while identifying opportunities for dividend withholding tax reclaims.Required Experience:Bachelor's degree in related field required.Further education or certifications preferred.3+ years of partnership tax experience in the asset management industry.Experience with federal, state, and international taxation for investment managers and hedge funds.Proficiency in Microsoft Excel.A curiosity for learning new tax considerations and a commitment to honing your skills.Exceptional organizational, leadership, and time management abilities.

Created: 2025-01-14