Tax & Operations Associate

Landing Point; Boston (MA); On-site; USD 90,000 - 110,000; Full time

Job summary

Landing Point, a leading technology-focused investment firm in Boston, seeks a Tax & Operations Associate to support tax compliance and reporting across funds and entities. You will coordinate with external advisors, review tax packages, and respond to investor requests while enabling automation via Python and SQL.

The role emphasizes partnership tax expertise, collaboration with CFO and investors, and a focus on streamlining operations using AI tools.

Qualifications

• Bachelor’s degree in accounting, finance, or economics; CPA or progress toward a CPA is a plus.
• 3-4 years of partnership tax experience in asset management tax practice or asset manager.
• Working knowledge of partnership tax, including K-1s, allocations, tax adjustments, PFIC reporting, and foreign withholding.

Responsibilities

• Coordinate with external tax advisors on preparation and review of corporate and partnership tax returns, extensions, and Schedules K-1.
• Review book-to-tax reconciliations, taxable income adjustments, partnership allocations, and year-end tax packages.
• Prepare quarterly and year-end tax projections for internal partners and investors.
• Assist with automating internal tax reporting processes using Python, SQL, and AI tools.

Skills

AI tools

Python

SQL

Education

Bachelor’s degree in accounting/finance/economics

Tools

Python

SQL

AI tools

Job description

Company Overview:

A leading technology-focused investment firm with over $27 billion in assets under management is seeking a Tax & Operations Associate to join their Boston team. The role involves assisting with tax compliance and reporting across various funds and entities.

Job Responsibilities:

• Coordinate with external tax advisors on the preparation and review of corporate and partnership tax returns, extensions, and Schedules K-1
• Review book-to-tax reconciliations, taxable income adjustments, partnership allocations, and year-end tax packages
• Respond to PBC requests and support the management company tax return
• Manage information reporting and withholding, including Forms 1099, PFIC statements, Forms 1042 and 1042-S
• Prepare quarterly and year-end tax projections for internal partners and investors
• Log and track IRS and state tax notices and incoming tax correspondence
• Maintain daily tax lot and realized gain/loss reporting
• Research tax treatment of new markets and instruments
• Assist with automating internal tax reporting processes using Python, SQL, and AI tools
• Respond to investor and CPA requests for K-1s, tax documents, and estimates
• Complete investor tax questionnaires and assist with investor due diligence questionnaires
• Field ad hoc tax and operations requests from the CFO, investment team, and investors

Qualifications:

• Bachelor’s degree in accounting, finance, or economics; CPA or progress toward a CPA is a plus
• 3-4 years of partnership tax experience in a public accounting firm’s asset management tax practice or at an asset manager
• Working knowledge of partnership tax, including K-1s, allocations, tax adjustments, PFIC reporting, and foreign withholding
• Familiarity with fund administrators and fund operations is a plus
• Ability to use AI tools to streamline workflows
• Coding or scripting experience (e.g., Python, SQL) is a plus

Compensation:

Salary: $90,000 - $110,000