Tax Manager, Investment Funds (Boston, MA)

Atlas Search; Boston (MA); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) matching

Parental leave

Generous vacation

Job summary

Atlas Search is seeking a Tax Manager to own tax for its investment funds and management company in Boston. You will work directly with finance, legal, and investment professionals, taking ownership of fund tax and related entities in a lean, senior team.

You will review partnership tax workpapers, manage outside advisors, and advise on tax implications of new investments and fund structures, shaping how the firm grows tax processes.

Qualifications

• 4–6 years of tax experience in public accounting.
• Substantive partnership tax experience serving investment fund clients.
• Hands-on experience reviewing complex partnership workpapers, allocations, and K-1s.
• Ability to manage outside providers and explain tax matters clearly to non-tax stakeholders.
• Bachelor's degree in accounting or related field.

Responsibilities

• Coordinate and review federal, state, and local tax filings for funds, related entities, and management company.
• Review partnership tax workpapers, allocations, and investor K-1s.
• Manage deliverables from external tax advisors and fund administrators, resolve issues, and meet deadlines.
• Support tax estimates, investor reporting, and investor tax inquiries.
• Advise finance, legal, and investment teams on tax implications of new investments and fund structures.
• Research tax issues across public and private investments and improve tax processes as the firm grows.

Skills

Tax experience

Partnership tax

K-1s review

Stakeholder communication

Education

Bachelor's degree in accounting

CPA

Job description

Our client, an established investment manager investing across public and private markets, is hiring a Tax Manager to own tax for its investment funds and management company. This is a lean, senior team, so the role works directly with finance, legal, and investment professionals rather than several layers removed. It's a strong move for a public accounting tax professional ready to step in-house and take real ownership of a fund complex.

What You'll Do

• Coordinate and review federal, state, and local tax filings for the funds, related entities, and the management company
• Review partnership tax workpapers, book-to-tax adjustments, allocations, and investor K-1s
• Manage deliverables from external tax advisors and fund administrators, resolve issues, and keep deadlines on track
• Support tax estimates, investor reporting, and investor tax inquiries
• Advise finance, legal, and investment teams on the tax implications of new investments, transactions, and fund structures
• Research tax issues across public and private investments and improve tax processes as the firm grows

What We're Looking For

• 4–6 years of tax experience in public accounting
• Substantive partnership tax experience serving investment fund clients (hedge fund, private equity, venture, or real estate funds)
• Hands-on experience reviewing complex partnership workpapers, allocations, and K-1s
• Ability to manage outside providers and explain tax matters clearly to non-tax stakeholders
• Bachelor's degree in accounting or a related field

Preferred

• Direct hedge fund tax experience
• CPA
• Master's in Taxation
• Exposure to private investments or funds investing across public and private markets

The Environment

A small, collaborative investment firm in Boston, MA, with a culture built on humility, integrity, and continuous improvement. The benefits package includes fully paid medical, dental, and vision, 401(k) matching, fully paid parental leave, and generous vacation.