Tax Associate - Investment Fund - Boston - Hybrid

Daley And Associates, LLC; Boston (MA); On-site; USD 100,000 - 125,000; Full time

Job summary

Daley And Associates, LLC in Boston is seeking a Tax Associate to join its investment management team. You will support hedge fund and private investment fund tax functions, collaborating with internal and external tax advisors.

The role emphasizes tax reporting, partnership taxation, and complex fund structures. The ideal candidate has 3-5+ years in investment fund tax and a Bachelor’s degree in Accounting or Finance. Compensation ranges from $100,000 to $125,000.

Qualifications

• 3-5+ years of investment fund tax experience, including direct hedge fund tax experience.
• Experience with partnership taxation, fund structures, and investment-related tax reporting.
• Experience working with external tax advisors and coordinating fund tax compliance.
• Strong technical research, analytical, and problem-solving skills.
• Exceptional attention to detail and ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support tax reporting and compliance across hedge funds, private investment funds, general partner entities, and management company entities.
• Coordinate preparation and review of partnership tax returns, K-1s, 1099s, and other tax deliverables with external tax advisors.
• Prepare and maintain internal tax reporting for investment and senior finance professionals.
• Conduct technical tax research.
• Assist with quarterly tax estimates, annual tax filings, and other fund and management company tax requirements.
• Support tax planning initiatives and special projects across the firm's investment platforms.

Skills

Investment fund tax experience

Partnership taxation

Tax reporting

External tax advisors coordination

Research and analysis

Attention to detail

Education

Bachelor’s degree in Accounting or Finance

Job description

A well-established investment management firm is seeking a Tax Associate to join its Boston-based team. The firm offers a collaborative, entrepreneurial environment with exposure to a broad range of investment strategies and fund structures.

This individual will play an important role in supporting the firm's hedge fund and private investment fund tax functions, working closely with internal investment, finance, and operations teams, as well as external tax advisors.

Responsibilities

• Support tax reporting and compliance across hedge funds, private investment funds, general partner entities, and management company entities.
• Work closely with external tax advisors to coordinate the preparation and review of partnership tax returns, K-1s, 1099s, and other tax deliverables.
• Prepare and maintain internal tax reporting for investment and senior finance professionals.
• Conduct technical tax research.
• Assist with quarterly tax estimates, annual tax filings, and other fund and management company tax requirements.
• Support tax planning initiatives and special projects across the firm's investment platforms.

Qualifications

• Bachelor's degree in Accounting or Finance, 3-5+ years of investment fund tax experience, including direct hedge fund tax experience.
• Experience with partnership taxation, fund structures, and investment-related tax reporting.
• Experience working with external tax advisors and coordinating fund tax compliance.
• Strong technical research, analytical, and problem-solving skills.
• Exceptional attention to detail and ability to manage multiple priorities in a fast-paced environment.

This is an excellent opportunity for a tax professional with hedge fund experience to gain exposure to investment strategy, complex fund structures, and a broad range of tax-related responsibilities within a lean investment management environment. The expected compensation range for this position is between $100,000-$125,000, depending on experience.