Tax analyst / tax

Tax Analyst - Boston MA - Leading Endowment

Our team is working with a leading endowment in Boston looking to hire a Tax Analyst to their growing team. Reporting to the Associate Director of Tax, the Tax Analyst will be familiar with fair value financial reporting principles and requirements as well as the tax implications of a variety of investments including public equities, options, derivatives, private equity, etc. The ideal candidate must have experience relevant to support assistance with the preparation and review of various tax returns including 1065s, 8802s, 1042s, and the tax treatment for various foreign investment corporations, including PFICs and Foreign Controlled Corporations.

This role is a full time hybrid (2 days in 3 at home) position that will offer up to $150K base, bonus & strong benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at [email protected]

Responsibilities:

• Work with the Associate Director of Finance and central team to provide timely, accurate, and complete information for preparation of tax returns.

• Assist in the review of tax returns prepared by outside consultants to ensure accuracy related to investment activities.

• Liaise with central Financial Accounting and Reporting team on matters related to investment accounting with respect to general ledger and preparation and its Retirement Plans’ annual reports.

• Support ongoing monitoring, projection and analysis of investment income excise taxes.

• Facilitate required regulatory and rating agency reporting regarding US and non-US requirements, as appropriate.

• Work with the Associate Director of Finance to ensure timely completion of audits for investments and managed investment affiliates (currently 12 entities).

Qualifications:

• Bachelor's degree in accounting, finance, or related field; CPA strongly preferred.

• 5 years’ experience in asset management and private funds financial and tax accounting, both liquid and illiquid strategies.

• Knowledge of GAAP accounting requirements and tax rules as they apply to investment companies and private fund structures.

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