Investment Funds Partnership Tax Lead

Financeroles; Boston (MA); On-site; USD 65,000 - 90,000; Full time

Job summary

BBH is seeking a Sr. Tax Analyst in Massachusetts to prepare and train others in partnership tax workpapers, including allocations, returns, and related schedules. The role emphasizes client relations and teamwork within a 200-year legacy firm.

The position involves security analysis, income tax provision, allocations, and structure review, with responsibility for federal/state returns and audit clearance.

Qualifications

• BS/BA in Accounting or Finance or equivalent work experience.
• Minimum of two years of partnership tax experience.
• Strong understanding of tax concepts, practices, and procedures.
• Proficiency in Microsoft Excel and Word.
• Knowledge of mutual fund tax code sections, forms and elections.
• Ability to train others and work with clients.

Responsibilities

• Prepare and review investment security analysis; collaborate with reporting teams.
• Prepare and review the income tax provision and clear audit points.
• Review income tax allocations for each partner; manage special allocations.
• Consult and train on fund structure and flow-through of items.
• Review reportable transactions; ensure accuracy.
• Prepare federal and state tax returns using tax software; file for clients.

Skills

Partnership tax

Client service

Fund accounting reports

Excel proficiency

Tax concepts

Tax software knowledge

Project initiative

Education

BS/BA in Accounting or Finance

Tools

Microsoft Excel

Microsoft Word

Job description

BBH is seeking a Sr. Tax Analyst in Massachusetts to prepare and train others in partnership tax workpapers, including allocations, returns, and related schedules. The role emphasizes client relations and teamwork within a 200-year legacy firm.

The position involves security analysis, income tax provision, allocations, and structure review, with responsibility for federal/state returns and audit clearance.