Senior Tax Specialist

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

Job summary

Daley And Associates, LLC. in Boston, MA seeks a Senior Tax Specialist for a 12-month contract to calculate and allocate taxable income across fund structures, management company, and GP entities, coordinating with internal and external teams.

The ideal candidate has 5–10+ years of tax or audit experience in alternative investments, CPA preferred. Responsibilities include timely federal/state filings, K-1 presentation, tax notices, and interaction with investors and advisors.

Qualifications

• 5–10+ years of tax or audit experience in the alternative investment industry.
• Bachelor’s degree in Accounting or Finance is required; CPA is a plus.
• Strong communication and organizational skills.

Responsibilities

• Calculate and allocate taxable income across fund structures, Management Company, and GP entities, ensuring accurate tax data disclosure and clear K-1 presentation.
• Assist with timely filing of federal, state, and international tax returns, coordinating with internal teams for paper tax return mailings and check preparation.
• Prepare journal entries for entity-level taxes, including state, nonresident withholding, and non-U.S. withholding taxes.
• Manage tax compliance workflows with external advisors and fund administrators to ensure timely delivery of tax information to investors, employees, and authorities.
• Document and respond to federal and state tax notices promptly.
• Support responses to investor and tax authority inquiries and prepare monthly tax efficiency and unrealized gain/loss reports.
• Oversee tax distribution payments for general partners and prepare quarterly estimated tax information for internal and external stakeholders.
• Build and maintain relationships with external tax advisors, fund administrators, and portfolio investment teams.
• Collaborate with fund accounting and operations teams to align accounting and tax records consistently.
• Contribute to tax research, structuring, and consulting projects, maintaining documentation and drafting related memorandums.

Skills

Communication

Interpersonal skills

Organizational skills

Analytical thinking

Problem solving

Education

Bachelor’s degree in Accounting or Finance

CPA certification (preferred)

Tools

Excel

Job description

Senior Tax Specialist

We are currently seeking candidates for a Senior Tax Specialist opportunity with a highly elite Alternative Investment firm located in Boston, MA. The Senior Tax Specialist will be responsible for calculating and allocating taxable income across fund structures, management company, and GP entities, coordinating with internal and external parties, and optimizing workflows as appropriate. The ideal candidate will have 5-10+ years of related tax or audit experience with alternative investments.

This is a 12-month contract opportunity, paying between $70-$100/hour (depending on experience).

Responsibilities

• Calculate and allocate taxable income across fund structures, Management Company, and GP entities, ensuring accurate tax data disclosure and clear K-1 presentation.
• Assist with the timely filing of federal, state, and international tax returns, coordinating with internal teams for paper tax return mailings and check preparation.
• Prepare journal entries for entity-level taxes, including state, nonresident withholding, and non-U.S. withholding taxes.
• Manage tax compliance workflows with external advisors and fund administrators to ensure timely delivery of tax information to investors, employees, and authorities.
• Document and respond to federal and state tax notices promptly.
• Support responses to investor and tax authority inquiries and prepare monthly tax efficiency and unrealized gain/loss reports.
• Oversee tax distribution payments for general partners and prepare quarterly estimated tax information for internal and external stakeholders.
• Build and maintain relationships with external tax advisors, fund administrators, and portfolio investment teams.
• Collaborate with fund accounting and operations teams to align accounting and tax records consistently.
• Contribute to tax research, structuring, and consulting projects, maintaining documentation and drafting related memorandums.

Qualifications

• Bachelor’s degree in Accounting or Finance (Required). CPA is a plus.
• 5-10+ years of tax and/or audit experience within the alternative investment industry.
• Excellent communication (written and verbal) and interpersonal skills.
• High attention to detail and prioritize competing tasks and deadlines.
• Strong organizational, analytical, and problem-solving skills.
• Proficiency in Microsoft Office Suite, especially Microsoft Excel.
• Ability to work collaboratively and independently.