Tax Manager | $120K–$150K Base | Cambridge, MA

Daley And Associates, LLC; Boston (MA); Hybrid; USD 120,000 - 150,000; Full time

Job summary

A well-established investment management organization in Boston seeks a Tax Manager to handle tax compliance and assist with investment entities. Candidates should have a Bachelor's in Accounting or Finance, 5+ years' experience in asset management, and strong knowledge of GAAP accounting. This full-time role offers the chance to work in a collaborative environment.

Qualifications

• 5+ years of experience in asset management or private funds financial and tax accounting.
• Strong knowledge of GAAP accounting and tax rules related to investment companies and private fund structures.
• Experience with fair value financial reporting is a plus.

Responsibilities

• Support the Associate Director of Finance and central tax team in preparing and reviewing tax returns.
• Work with external tax preparers to ensure accuracy of tax filings.
• Liaise with accounting teams on investment accounting matters.
• Monitor and analyze investment income tax obligations.
• Facilitate regulatory reporting for U.S. and international jurisdictions.
• Assist in audits for investment affiliates.

Skills

Accounting principles

Tax compliance

Communication skills

Organizational skills

Microsoft Office proficiency

Education

Bachelor’s degree in Accounting, Finance, or related field

CPA certification

Tools

Microsoft Office

Job description

Job Title

Tax Manager (Cambridge, MA)

Compensation

$120K–$150K Base

About the Role

A well‑established investment management organization supporting a world‑class educational institution is expanding its team and looking for a Tax Manager to join its collaborative environment. This is an excellent opportunity for an experienced tax professional to work with a diverse portfolio of investment entities, assist with tax compliance, and contribute to meaningful financial stewardship.

Key Responsibilities

• Support the Associate Director of Finance and central tax team in preparing and reviewing tax returns for investment entities (including 1065s, 8802s, 1042s, PFICs, and foreign controlled corporations)
• Work with external tax preparers and consultants to ensure accuracy of tax filings
• Liaise with accounting and reporting teams on investment accounting and financial statement matters
• Monitor and analyze investment income excise taxes and other tax obligations
• Facilitate regulatory reporting for U.S. and international jurisdictions
• Assist in audits and support completion of financial statements for investment affiliates

Key Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA strongly preferred
• 5+ years of experience in asset management or private funds financial and tax accounting
• Strong knowledge of GAAP accounting and tax rules as they apply to investment companies and private fund structures
• Excellent communication, organizational, and interpersonal skills
• Proficiency with Microsoft Office; experience with fair value financial reporting a plus

Ability to work from Cambridge, MA offices at least two days per week.

If interested, please apply here or email Devin Callahan at [e-mail].

Seniority Level

Mid‑Senior level

Employment Type

Full‑time

Job Function

Accounting/Auditing

Industry

Accounting