Tax Director, Private Funds - Hybrid (Boston)

Daley And Associates, LLC.; Boston (MA); Remote; USD 220,000 - 320,000; Full time

Job summary

Daley And Associates, LLC. is seeking a Tax Director to lead tax compliance and planning for a portfolio of private investment funds, SPVs, and management company entities.

This Boston-based firm emphasizes building scalable tax processes and collaborating with senior finance leadership, investors, and external advisors. The role requires 10–15 years in tax, with deep partnership tax experience, and offers a hybrid/remote setup with compensation in the $220k–$320k range, depending on experience.

Qualifications

• Bachelor’s degree in Accounting or Taxation with 10–15 years of tax experience, including substantial partnership tax.
• Strong understanding of private investment funds, SPVs, and alternative investment structures.
• Experience with in-kind distributions, investor tax allocations, and complex fund structures.
• Strong technical research, analytical, and communication skills.
• Ability to work independently, manage multiple priorities, and operate at both a strategic and detailed level.

Responsibilities

• Oversee federal, state, and local tax compliance, including partnership returns, K-1s, and investor tax reporting.
• Advise on fund structuring, investor tax considerations, and complex partnership tax matters, including QBI, UBTI, and QSBS.
• Partner with legal, finance, and investor relations on investment structuring, carried interest, tax distributions, and related initiatives.
• Manage external tax advisors and ensure timely, accurate deliverables.
• Lead tax planning, technical research, and process improvements across fund and management company entities.
• Monitor tax law developments and assess implications for the firm and its investors.

Skills

Partnership tax

Fund structures

Technical research

Communication

Independent work

Education

Bachelor’s degree in Accounting or Taxation

Job description

Daley And Associates, LLC. is seeking a Tax Director to lead tax compliance and planning for a portfolio of private investment funds, SPVs, and management company entities.

This Boston-based firm emphasizes building scalable tax processes and collaborating with senior finance leadership, investors, and external advisors. The role requires 10–15 years in tax, with deep partnership tax experience, and offers a hybrid/remote setup with compensation in the $220k–$320k range, depending on experience.