Tax analyst

JOB SUMMARY

Ready to shape tax compliance for a premier professional services firm? Join client's our dynamic team as a Tax Analyst in Cambridge, MA, in a hybrid role (2–3 days/week onsite). Reporting to the Director of Finance, you’ll ensure tax accuracy for investment entities, specializing in partnership tax and K-1 preparation, while supporting a mission-driven finance team.

Salary : $115,000–$130,000 (DOE) + comprehensive benefits.

Location : Hybrid role based in Cambridge, MA (local Boston-area candidates only, 2–3 days/week onsite).

Note : The company is unable to sponsor candidates at this time.

WHY JOIN US?

• High-Impact Role : Drive tax compliance for a leading firm managing significant investment portfolios.

• Hybrid Flexibility : Enjoy 2–3 days/week onsite in vibrant Cambridge with commuter benefits.

• Robust Benefits : Access medical, 401K match, pension plan, tuition reimbursement, and generous PTO.

• Career Growth : Work closely with senior finance leaders in a newly created, high-visibility role.

• Collaborative Culture : Join a tight-knit team dedicated to financial stewardship and innovation.

• Mission-Driven : Support transformative research and education through strong financial management.

WHAT YOU’LL DO:

• Collaborate with the finance team to provide accurate data for tax return preparation (e.g., 1065s, 8802s, 1042s).

• Review tax returns prepared by external consultants to ensure accuracy for investment activities.

• Support financial reporting for investment accounting, aligning with the firm’s general ledger and annual reports.

• Monitor and analyze investment income excise taxes and project tax liabilities.

• Facilitate regulatory filings for domestic and international jurisdictions to manage compliance risks.

• Support audits for investment entities and special-purpose vehicles, ensuring timely completion.

• Partner with investment accounting and portfolio reporting teams to enhance financial accuracy.

WHAT WE’RE LOOKING FOR:

• Experience : 5+ years in tax at an asset management firm, investment firm, or Big 4; partnership tax and K-1 preparation required.

• Education : Bachelor’s degree in Accounting, Finance, or related field.

• Certifications : CPA strongly preferred.

• Technical Skills : Proficiency in tax and financial software; strong Microsoft Office skills.

• Knowledge : Deep expertise in GAAP and tax rules for investment companies, including PFICs and foreign corporations.

• Skills : Exceptional communication, organizational, and problem-solving skills to manage multiple projects.

• Mindset : Detail-oriented, independent, and thrives in a collaborative, fast-paced environment.

• Location : Local to the Boston area for hybrid work (2–3 days/week onsite).

READY TO TRANSFORM TAX COMPLIANCE?

Join an investment management leader where your expertise will drive financial excellence! Submit your resume to Kyle Emery at [email protected] today. Don’t miss this chance to shine in a dynamic, mission-driven role!

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