Tax Consultant - Alternative Investments - Boston, MA

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

Job summary

Daley And Associates, LLC. is seeking a detail-oriented Tax Consultant to join our growing alternative investment team in Boston. The role focuses on tax compliance, reporting, and planning for fund structures, management companies, and GP entities.

This 12-month contract offers a hybrid work model with onsite presence in the Boston office 2-3 days per week. Ideal candidates have 2-5 years in tax within private equity or hedge funds and strong partnership taxation knowledge.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 2-5 years of tax compliance or combined tax and audit experience, preferably in private equity or alternative investments.
• Experience with partnership taxation, corporate tax filings, K-1s, and complex fund structures preferred.
• CPA license or advanced degree in Taxation is a plus.
• Strong knowledge of Excel; familiarity with tax software helpful.

Responsibilities

• Calculate and allocate taxable income across fund structures, management companies, and GP entities.
• Assist with federal, state, and international partnership and corporate tax returns filings.
• Review K-1s and tax disclosures from pass-through investments.
• Coordinate tax return mailings, check preparation, and related admin processes.
• Prepare entity-level state taxes, nonresident withholding, and foreign withholding entries.
• Maintain tax compliance tracking with external advisors and fund admins.
• Prepare tax distributions for GP entities and quarterly estimates for staff and investors.
• Monitor tax notices and coordinate responses with investors and authorities.
• Prepare monthly tax efficiency and unrealized gain/loss reports for funds.
• Support tax research, structuring, and memoranda documentation.
• Build relationships with external advisors and portfolio teams.
• Collaborate with fund accounting to align accounting and tax reporting.

Skills

Tax compliance

Analytical skills

Communication skills

Detail-oriented

Team collaboration

Education

Bachelor's degree in Accounting/Finance or related field

Tools

Excel

Tax software

Job description

Tax Consultant - Alternative Investments - Boston, MA

We are seeking a detail-oriented Tax Consultant to join a growing alternative investment firm. This individual will support the tax compliance, reporting, and planning activities for various fund structures, management companies, and general partner (GP) entities. The role will work closely with internal fund accounting and operations teams, external tax advisors, fund administrators, and investors to ensure accurate and timely tax reporting and compliance. The ideal candidate will have 2-5 years of tax experience, preferably within private equity, hedge funds, or alternative investments, and a strong understanding of partnership taxation and complex fund structures.

This is a 12-month contract position that will pay $70-100/hr (depending on experience) within a 40-hour workweek. This position supports a hybrid work model, onsite 2-3 days per week in their Boston office.

Responsibilities

• Calculate and allocate taxable income across various fund structures, management companies, and general partner entities.
• Assist with the preparation and timely filing of federal, state, and international partnership and corporate tax returns.
• Review tax information received from underlying pass-through investments, ensuring accurate reporting of K-1s and related tax disclosures.
• Coordinate tax return mailings, check preparation, and related administrative processes with internal departments.
• Prepare journal entries related to entity-level state taxes, nonresident withholding taxes, and foreign withholding obligations.
• Maintain tax compliance tracking systems and coordinate with external tax advisors and fund administrators to ensure timely delivery of tax information.
• Prepare tax distributions for general partner entities and quarterly estimated tax information for internal employees and outside investors.
• Monitor federal and state tax notices, coordinate responses, and assist with investor and taxing authority inquiries.
• Prepare monthly tax efficiency and unrealized gain/loss reports for investment funds.
• Assist with tax research, structuring, and consulting projects, including documenting findings and preparing technical memorandums.
• Build and maintain relationships with external tax advisors, fund administrators, and underlying portfolio investment teams.
• Partner with fund accounting and operations teams to ensure consistency between accounting and tax reporting.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• 2-5 years of tax compliance or combined tax and audit experience, preferably within private equity, hedge funds, or the alternative investment industry.
• Experience with partnership taxation, corporate tax filings, K-1s, and complex investment fund structures preferred.
• CPA license or advanced degree in Taxation is a plus.
• Strong knowledge of Microsoft Office, particularly Excel; experience with tax software and technology platforms is advantageous.
• Excellent research, analytical, and problem-solving skills with strong attention to detail.
• Strong written and verbal communication skills with the ability to interact effectively with internal teams, investors, and external service providers.
• Ability to manage multiple priorities, meet deadlines, and work independently in a fast-paced environment.