Senior Tax Associate — Alternative Investments

Private Equity; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

Private Equity seeks a Tax Senior Associate to join its tax function, supporting compliance, reporting, planning, and advisory needs for credit and special situations investment strategies. The role collaborates with internal teams and external advisors across federal, state, and local tax matters.

The successful candidate will coordinate with fund administrators and advisers, review tax projections and returns, and participate in strategic tax planning and transaction structuring.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• At least three years of relevant tax experience in public accounting or financial services (private equity/credit) preferred.
• CPA, J.D., or LL.M. preferred.
• Working knowledge of partnership and investment fund tax compliance and reporting.
• Strong proficiency in Microsoft Excel, PowerPoint, and Word; familiarity with Adobe Acrobat helpful.

Responsibilities

• Coordinate with external tax advisors and fund accountants to support timely tax return preparation and Schedule K-1 reporting.
• Review tax return workpapers, partner allocations, tax estimates, and schedules prepared by external providers.
• Review quarterly tax projections, withholding obligations, estimated payments, and year-end reporting (Forms 1099/1042).
• Research complex tax matters, transaction structuring, and tax planning strategies.
• Partner with investor relations to respond to investor requests for tax information.
• Coordinate with external advisors and internal admins on tax notices, examinations, and audit responses.
• Assist with accounting for new structures and transactions with finance/operations teams.
• Prepare structure charts, spreadsheets, presentations, and tax-related documentation.
• Maintain tax files, trackers, databases, and process documentation.
• Support adoption of AI-enabled tax/workflow tools to improve accuracy and efficiency.
• Exercise judgment in setting priorities and handle ad hoc tax questions.

Skills

Analytical thinking

Communication

Team collaboration

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

PowerPoint

Word

Adobe Acrobat

Job description

Private Equity seeks a Tax Senior Associate to join its tax function, supporting compliance, reporting, planning, and advisory needs for credit and special situations investment strategies. The role collaborates with internal teams and external advisors across federal, state, and local tax matters.

The successful candidate will coordinate with fund administrators and advisers, review tax projections and returns, and participate in strategic tax planning and transaction structuring.