Tax analyst investment management
Tax Analyst – Investment Management
Location: Cambridge, MA (Hybrid, 2+ days onsite)
Base Salary: $120K–$150K
We’re working with a well-established investment management organization that supports a top-tier educational institution. The team is expanding and looking to add a Tax Analyst who enjoys working across a diverse set of investment entities and collaborating with both internal and external partners. It’s a great fit for someone with a strong technical tax background who wants to work in a thoughtful, mission-driven environment.
What You’ll Do
Support the Associate Director of Finance and the central tax team with tax compliance for a range of investment entities, including 1065s, 8802s, 1042s, PFICs, and foreign-controlled corporations.
Coordinate with external tax advisors to ensure filings are accurate and completed on time.
Work closely with accounting and reporting teams on investment accounting and financial statement items.
Review and analyze excise taxes, investment income, and other tax-related matters.
Help manage regulatory reporting requirements for both U.S. and international jurisdictions.
Assist with audits and the preparation of financial statements for investment affiliates.
What We’re Looking For
Bachelor’s degree in Accounting, Finance, or a related field; CPA preferred.
At least 5 years of experience in asset management, investment management, or private funds tax/accounting.
Solid knowledge of GAAP and tax rules applicable to investment companies and fund structures.
Strong organizational skills and the ability to communicate effectively across teams.
Comfortable with Microsoft Office; fair value financial reporting experience is a plus.
Must be able to work from the Cambridge office at least two days per week.
If you’re interested, please reach out to Kyle Archer at [email protected] or apply directly.
#LI-KA1#LI-HYBRID
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