Tax analyst investment management

Daley and Associates
Boston, MA

Job Title: Tax Analyst – Investment Management (Cambridge, MA)
Compensation: $120K–$150K Base

About the Role
A well-established investment management organization supporting a world-class educational institution is expanding its team and looking for a Tax Analyst to join its collaborative environment. This is an excellent opportunity for an experienced tax professional to work with a diverse portfolio of investment entities, assist with tax compliance, and contribute to meaningful financial stewardship.

Key Responsibilities

  • Support the Associate Director of Finance and central tax team in preparing and reviewing tax returns for investment entities (including 1065s, 8802s, 1042s, PFICs, and foreign controlled corporations)

  • Work with external tax preparers and consultants to ensure accuracy of tax filings

  • Liaise with accounting and reporting teams on investment accounting and financial statement matters

  • Monitor and analyze investment income excise taxes and other tax obligations

  • Facilitate regulatory reporting for U.S. and international jurisdictions

  • Assist in audits and support completion of financial statements for investment affiliates

Key Qualifications

  • Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred

  • 5+ years of experience in asset management or private funds financial and tax accounting

  • Strong knowledge of GAAP accounting and tax rules as they apply to investment companies and private fund structures

  • Excellent communication, organizational, and interpersonal skills

  • Proficiency with Microsoft Office; experience with fair value financial reporting a plus

  • Ability to work from Cambridge, MA offices at least two days per week

If interested, please apply here or email Devin Callahan at [email protected]

#LI-DC1

Posted 2025-11-06

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