Senior Tax Associate - Investment Management

Beacon Hill; Boston (MA); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Leave programs

Job summary

Beacon Hill, based in Boston, seeks a Senior Tax Associate to join its tax team. The role offers exposure to fund tax compliance, reporting, planning, and special projects across a diverse portfolio of investment strategies.

Responsibilities include coordinating with external advisors, reviewing tax workpapers, and supporting tax planning. CPA preferred and 2+ years’ tax experience are desired in a fast-paced environment.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• CPA preferred.
• 2+ years of tax experience, preferably within public accounting, financial services, asset management, private equity, hedge funds, or related industries.
• Understanding of partnership taxation and investment fund structures is preferred.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills. Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong attention to detail and commitment to producing high-quality work.
• Advanced proficiency in Microsoft Excel and Microsoft Office applications.
• Self-starter with a willingness to take ownership of projects and continuously learn.

Responsibilities

• Coordinate with external tax advisors and fund accountants to prepare partnership tax returns and investor tax reporting.
• Review tax workpapers, allocations, estimates, and schedules prepared by external service providers.
• Assist with quarterly and annual tax reporting requirements, including estimated tax payments and withholding obligations.
• Support tax planning initiatives, fund structuring projects, and other strategic tax matters.
• Respond to investor tax inquiries in partnership with internal teams.
• Assist with managing tax notices, audits, and correspondence from federal, state, and local authorities.
• Prepare presentations, spreadsheets, and organizational charts related to tax projects.
• Collaborate with finance, legal, and operations on new transactions and process improvements.
• Participate in technology enhancement initiatives, including automation and AI-driven solutions.
• Maintain tax databases, trackers, and reporting tools.

Skills

Tax experience

Analytical skills

Organizational skills

Problem-solving

Communication skills

Attention to detail

Self-starter

Education

Bachelor's degree in Accounting, Finance, or related field

CPA preferred

Tools

Microsoft Excel

Microsoft Office

Job description

Senior Tax Associate

Location: Boston, MA

Schedule: 4 days per week in office

Compensation: $100,000 - $125,000 base salary + bonus

A leading alternative investment management firm is seeking a Senior Tax Associate to join its Boston-based tax team. This position offers broad exposure to fund tax compliance, tax reporting, tax planning, and special projects across a diverse portfolio of investment strategies. The role provides significant interaction with investment professionals, finance, legal, operations, investor relations, and external advisors in a collaborative, fast-paced environment.

Responsibilities

• Coordinate with external tax advisors and fund accountants to support the preparation and filing of partnership tax returns and investor tax reporting.
• Review tax workpapers, allocations, estimates, and supporting schedules prepared by external service providers.
• Assist with quarterly and annual tax reporting requirements, including estimated tax payments, withholding obligations, and investor reporting.
• Support tax planning initiatives, fund structuring projects, and other strategic tax matters.
• Respond to investor tax inquiries and requests in partnership with internal teams.
• Assist with managing tax notices, audits, and correspondence from federal, state, and local taxing authorities.
• Prepare presentations, spreadsheets, organizational charts, and other materials related to tax projects and business initiatives.
• Collaborate with finance, legal, and operations teams on new transactions, structures, and process improvements.
• Participate in technology enhancement initiatives, including automation and AI-driven solutions.
• Maintain tax databases, trackers, and reporting tools while identifying opportunities for increased efficiency.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA preferred.
• 2+ years of tax experience, preferably within public accounting, financial services, asset management, private equity, hedge funds, alternative investments, or related industries.
• Understanding of partnership taxation and investment fund structures is preferred.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong attention to detail and commitment to producing high-quality work.
• Advanced proficiency in Microsoft Excel and Microsoft Office applications.
• Self-starter with a willingness to take ownership of projects and continuously learn.

Highlights

• Exposure to sophisticated investment structures and transactions.
• Highly visible role with interaction across multiple business functions.
• Opportunity to work closely with senior professionals and external advisors.
• Collaborative and entrepreneurial culture.
• Strong long-term growth potential.
• Competitive compensation package including base salary and bonus.

Benefits

Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings.

Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply.

California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.

If you would like to complete our voluntary self-identification form, please copy and paste the following link into an open window in your browser: https://jobs.beaconhillstaffing.com/eeoc/

Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records.

Beacon Hill.