Investment Fund Tax Associate — Hedge Fund Focus

Daley And Associates, LLC; Boston (MA); On-site; USD 100,000 - 125,000; Full time

Job summary

Daley And Associates, LLC in Boston is seeking a Tax Associate to join its investment management team. You will support hedge fund and private investment fund tax functions, collaborating with internal and external tax advisors.

The role emphasizes tax reporting, partnership taxation, and complex fund structures. The ideal candidate has 3-5+ years in investment fund tax and a Bachelor’s degree in Accounting or Finance. Compensation ranges from $100,000 to $125,000.

Qualifications

• 3-5+ years of investment fund tax experience, including direct hedge fund tax experience.
• Experience with partnership taxation, fund structures, and investment-related tax reporting.
• Experience working with external tax advisors and coordinating fund tax compliance.
• Strong technical research, analytical, and problem-solving skills.
• Exceptional attention to detail and ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support tax reporting and compliance across hedge funds, private investment funds, general partner entities, and management company entities.
• Coordinate preparation and review of partnership tax returns, K-1s, 1099s, and other tax deliverables with external tax advisors.
• Prepare and maintain internal tax reporting for investment and senior finance professionals.
• Conduct technical tax research.
• Assist with quarterly tax estimates, annual tax filings, and other fund and management company tax requirements.
• Support tax planning initiatives and special projects across the firm's investment platforms.

Skills

Investment fund tax experience

Partnership taxation

Tax reporting

External tax advisors coordination

Research and analysis

Attention to detail

Education

Bachelor’s degree in Accounting or Finance

Job description

Daley And Associates, LLC in Boston is seeking a Tax Associate to join its investment management team. You will support hedge fund and private investment fund tax functions, collaborating with internal and external tax advisors.

The role emphasizes tax reporting, partnership taxation, and complex fund structures. The ideal candidate has 3-5+ years in investment fund tax and a Bachelor’s degree in Accounting or Finance. Compensation ranges from $100,000 to $125,000.