Director of Tax | Boston | $250-300K

Daley And Associates, LLC; Boston (MA); Hybrid; USD 250,000 - 300,000; Full time

Job summary

Daley And Associates, LLC seeks a Director of Tax in the Boston area with remote or hybrid options. The role owns tax compliance and planning across a complex portfolio of investment funds, SPVs, and management company entities.

You will lead tax returns, K-1s, and investor reporting, and advise on structuring, including QBI/UBTI/QSBS and carried interest. Strong partnership taxation experience and CPA are required.

Qualifications

• Bachelor's degree in Accounting, Taxation, or related field.
• 10–15 years of tax experience, with emphasis on partnerships.
• CPA certification and in-depth knowledge of fund structures.

Responsibilities

• Oversee tax compliance for investment funds, SPVs, and related entities.
• Lead preparation and review of tax returns, K-1s, and investor reporting.
• Advise on tax structuring including QBI, UBTI, QSBS, carried interest.

Skills

Partnership taxation

Tax planning

Financial analysis

Advanced Excel

Cross-functional collaboration

Education

Bachelor's degree in Accounting or Taxation

CPA certification

Tools

Excel (Advanced)

Job description

Director of Tax | Boston | Remote OR Hybrid

A growing Boston-based venture capital firm is seeking a Director of Tax to join its finance team. This is an excellent opportunity for a technically strong tax professional to take ownership of tax compliance and planning across a complex portfolio of investment funds, SPVs, and management company entities.

Compensation: $250,000-300,000

Responsibilities

• Oversee tax compliance for investment funds, SPVs, management company, general partner entities, and related structures.
• Manage the preparation and review of federal, state, and local tax returns, K-1s, tax workpapers, and investor tax reporting.
• Advise on tax structuring and investor-specific considerations, including QBI, UBTI, QSBS, carried interest, and in-kind distributions.
• Partner with internal finance, legal, and investor relations teams, as well as external tax advisors and service providers.
• Lead tax planning and projections, including investor tax distributions and tax optimization strategies.
• Monitor tax law developments and implement improvements to tax processes, controls, and reporting.
• Support ad hoc projects related to investment structuring, entity management, and investor reporting.

Qualifications

• Bachelor’s degree in Accounting, Taxation, or a related field.
• 10-15 years of tax experience, including extensive partnership taxation experience.
• CPA required.
• Strong understanding of private investment vehicles, fund structures, and private market investment strategies.
• Experience with in-kind distributions from investment partnerships.
• Advanced Excel skills and the ability to translate complex tax concepts into practical solutions.