Hybrid Tax Consultant: Alternative Investments (Boston)

Daley And Associates, LLC.; Boston (MA); Hybrid; USD 96,000 - 138,000; Part time

Job summary

Daley And Associates, LLC. is seeking a detail-oriented Tax Consultant to join our growing alternative investment team in Boston. The role focuses on tax compliance, reporting, and planning for fund structures, management companies, and GP entities.

This 12-month contract offers a hybrid work model with onsite presence in the Boston office 2-3 days per week. Ideal candidates have 2-5 years in tax within private equity or hedge funds and strong partnership taxation knowledge.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 2-5 years of tax compliance or combined tax and audit experience, preferably in private equity or alternative investments.
• Experience with partnership taxation, corporate tax filings, K-1s, and complex fund structures preferred.
• CPA license or advanced degree in Taxation is a plus.
• Strong knowledge of Excel; familiarity with tax software helpful.

Responsibilities

• Calculate and allocate taxable income across fund structures, management companies, and GP entities.
• Assist with federal, state, and international partnership and corporate tax returns filings.
• Review K-1s and tax disclosures from pass-through investments.
• Coordinate tax return mailings, check preparation, and related admin processes.
• Prepare entity-level state taxes, nonresident withholding, and foreign withholding entries.
• Maintain tax compliance tracking with external advisors and fund admins.
• Prepare tax distributions for GP entities and quarterly estimates for staff and investors.
• Monitor tax notices and coordinate responses with investors and authorities.
• Prepare monthly tax efficiency and unrealized gain/loss reports for funds.
• Support tax research, structuring, and memoranda documentation.
• Build relationships with external advisors and portfolio teams.
• Collaborate with fund accounting to align accounting and tax reporting.

Skills

Tax compliance

Analytical skills

Communication skills

Detail-oriented

Team collaboration

Education

Bachelor's degree in Accounting/Finance or related field

Tools

Excel

Tax software

Job description

Daley And Associates, LLC. is seeking a detail-oriented Tax Consultant to join our growing alternative investment team in Boston. The role focuses on tax compliance, reporting, and planning for fund structures, management companies, and GP entities.

This 12-month contract offers a hybrid work model with onsite presence in the Boston office 2-3 days per week. Ideal candidates have 2-5 years in tax within private equity or hedge funds and strong partnership taxation knowledge.