Senior Tax Consultant

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

Job summary

Daley And Associates, LLC. in Boston, MA seeks a Senior Tax Consultant to join the tax, fund accounting, and operations teams. This 12‑month contract supports tax compliance, reporting, and initiatives across multiple investment Fund structures in a fast‑paced setting.

The role offers hybrid work in Boston with a pay rate of $70–$100/hr, depending on experience. Responsibilities include tax filings, allocations, investor inquiries, and coordination with external advisors.

Qualifications

• Bachelor’s degree required in Accounting, Finance, or related field.
• 5–10+ years of tax or combined tax and audit experience, preferably in alt investments.
• Experience with partnership and investment fund taxation is strongly preferred.
• Background with public accounting asset management, hedge funds, private equity, or similar investment manager is desirable.
• CPA and/or advanced degree in taxation is a plus but not required.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong Excel skills; familiarity with tax technology platforms is a plus.

Responsibilities

• Calculate and allocate taxable income across investment funds, management company, and GP entities.
• Assist with federal, state, and international partnership and corporate tax filings.
• Review and coordinate tax information from underlying investments, including K‑1s and passthrough reporting.
• Prepare quarterly estimated tax information and tax distribution calculations.
• Coordinate with external tax advisors, fund administrators, and other third‑party service providers.
• Assist with state, nonresident, and international withholding tax matters.
• Track tax compliance deadlines and ensure information is delivered accurately and on time.
• Assist with responses to investor inquiries, tax notices, and taxing authority requests.
• Prepare recurring tax‑related reporting and analysis for investment funds.
• Support tax research, structuring, and other ad hoc tax projects throughout the year.
• Partner with fund accounting and operations to maintain consistency between accounting and tax records.

Skills

Analytical skills

Organizational skills

Communication skills

Time management

Project coordination

Education

Bachelor’s degree in Accounting, Finance, or a related field

Tools

Excel

Job description

Senior Tax Consultant - Boston, MA

We are seeking candidates for a Senior Tax Consultant position to join a highly successful investment management firm located in Boston, MA. This individual will work closely with the firm’s tax, fund accounting, and operations teams and will support tax compliance, reporting, and other tax-related initiatives across a variety of investment fund structures.

This is a 12-month contract position that will pay $70-100/hr (depending on experience). This position supports a hybrid work model in their Boston office.

Responsibilities:

• Calculate and allocate taxable income across investment funds, management company, and general partner entities.
• Assist with federal, state, and international partnership and corporate tax filings.
• Review and coordinate tax information received from underlying investments, including K-1s and other pass-through reporting.
• Prepare quarterly estimated tax information and tax distribution calculations.
• Coordinate with external tax advisors, fund administrators, and other third-party service providers.
• Assist with state, nonresident, and international withholding tax matters.
• Track tax compliance deadlines and ensure required information is delivered accurately and on time.
• Assist with responses to investor inquiries, tax notices, and taxing authority requests.
• Prepare recurring tax-related reporting and analysis for investment funds.
• Support tax research, structuring, and other ad hoc tax projects throughout the year.
• Partner with fund accounting and operations to maintain consistency between accounting and tax records.

Qualifications:

• Bachelor’s degree in Accounting, Finance, or a related field.
• 5-10+ years of tax or combined tax and audit experience, preferably within alternative investments.
• Experience with partnership and investment fund taxation strongly preferred.
• Background with a public accounting firm’s asset management practice, hedge fund, private equity firm, or other investment manager is highly desirable.
• CPA and/or advanced degree in taxation is a plus but not required.
• Strong analytical, organizational, and communication skills.
• Ability to manage multiple priorities and deadlines in a fast-paced environment.
• Strong Excel skills; experience with tax technology platforms is a plus.

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