Tax Manager

Atlas Search; Boston (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

Atlas Search in Boston is seeking a Tax Manager to join the finance and tax team, supporting tax matters across hedge funds, investment vehicles, SPVs, and related entities. You will work on compliance, investor reporting, and tax planning for U.S. and international investors.

The ideal candidate has 4–8 years of tax experience in investments, with a Big Four or asset manager background, strong analytical and communication skills, and a CPA/MST is preferred but not required.

Qualifications

• 4–8 years of relevant tax experience in investments.
• Experience with hedge funds, investment partnerships, or alternative investments.
• Experience with partnership taxation, Forms 1065, and K-1s.
• Understanding of investment fund structures and securities-related tax issues.
• Background from a Big Four/public accounting firm, hedge fund, or alternative asset manager.
• Strong analytical, organizational, and communication skills.
• Bachelor’s degree in Accounting, Finance, Taxation, or related field.
• CPA and/or MST preferred but not required.

Responsibilities

• Support tax matters across the firm's hedge funds, private investment vehicles, SPVs, management company, and related entities
• Coordinate and review federal, state, local, and international tax compliance
• Review partnership tax returns, including Forms 1065 and Schedules K-1
• Manage quarterly estimates, extensions, withholding calculations, and tax payments
• Coordinate investor tax reporting and work closely with external tax advisors
• Partner with fund accounting and finance on taxable income, investment gains/losses, allocations, and capital activity
• Analyze tax implications related to public and private investments, new investments, exits, and restructurings
• Support tax planning for U.S., tax-exempt, and non-U.S. investors
• Assist with investment-related tax matters including UBTI, ECI, PFICs, CFCs, wash sales, straddles, and other securities tax considerations
• Work cross-functionally with investment, legal, operations, accounting, and investor relations teams
• Assist with tax planning initiatives, process improvements, and ad hoc projects

Skills

Analytical skills

Organizational skills

Communication skills

Education

Bachelor's degree in Accounting/Finance/Taxation

Job description

Tax Manager | Investment Management | Boston, MA

Position Overview

A leading crossover investment manager is seeking a Tax Manager to join its finance and tax team.

The firm invests across public and private markets, creating exposure to a broad range of investment structures and tax considerations. This individual will support the tax function across the firm's investment funds and related entities, with exposure to tax compliance, investor reporting, investment activity, structuring, and planning.

Responsibilities

• Support tax matters across the firm's hedge funds, private investment vehicles, SPVs, management company, and related entities
• Coordinate and review federal, state, local, and international tax compliance
• Review partnership tax returns, including Forms 1065 and Schedules K-1
• Manage quarterly estimates, extensions, withholding calculations, and tax payments
• Coordinate investor tax reporting and work closely with external tax advisors
• Partner with fund accounting and finance on taxable income, investment gains/losses, allocations, and capital activity
• Analyze tax implications related to public and private investments, new investments, exits, and restructurings
• Support tax planning for U.S., tax-exempt, and non-U.S. investors
• Assist with investment-related tax matters including UBTI, ECI, PFICs, CFCs, wash sales, straddles, and other securities tax considerations
• Work cross-functionally with investment, legal, operations, accounting, and investor relations teams
• Assist with tax planning initiatives, process improvements, and ad hoc projects

Qualifications

• 4–8 years of relevant tax experience
• Strong background in hedge fund, investment partnership, or alternative investment tax
• Experience with partnership taxation, Forms 1065, and K-1s
• Understanding of investment fund structures and securities-related tax issues
• Background from a Big Four/public accounting firm, hedge fund, or alternative asset manager
• Strong analytical, organizational, and communication skills
• Bachelor's degree in Accounting, Finance, Taxation, or related field
• CPA and/or MST preferred but not required