Tax Accountant – Investment Funds (In-Office Boston)

ProPivotal; Boston (MA); On-site; USD 99,000 - 121,000; Full time

Benefits offered by this job

10% bonus

12% profit sharing

Employee benefits package

Collaborative culture

Job summary

A financial services company in Boston seeks a candidate with a Bachelor's in accounting or finance and 3-5 years in financial services, particularly in tax practices related to investment funds. The role requires strong analytical skills and proficiency in advanced MS Excel. The position offers a salary up to $110,000 per year, with a 10% bonus and 12% profit sharing. Success in this role involves close collaboration across teams and ongoing professional development in a supportive company culture.

Qualifications

• 3-5 years of experience in financial services with exposure to tax practices.
• Strong analytical, organizational, and problem-solving skills.
• Excellent communication and interpersonal abilities.

Responsibilities

• Work on tax computations and filings.
• Collaborate across internal teams and external partners.
• Engage in ongoing professional development and operational improvements.

Skills

Accounting

Financial services experience

Fixed income securities knowledge

Advanced MS Excel

Analytical skills

Communication skills

Education

Bachelor's degree in accounting or finance

CPA or MST designation (or working towards)

Tools

Brightline

K1x

Alteryx

Workday

Job description

A financial services company in Boston seeks a candidate with a Bachelor's in accounting or finance and 3-5 years in financial services, particularly in tax practices related to investment funds. The role requires strong analytical skills and proficiency in advanced MS Excel. The position offers a salary up to $110,000 per year, with a 10% bonus and 12% profit sharing. Success in this role involves close collaboration across teams and ongoing professional development in a supportive company culture.