Tax & Operations Specialist — Asset Management & Automation

Landing Point; Boston (MA); Vor Ort; USD 90.000 - 110.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

AI tools

Python

SQL

Ausbildung

Bachelor’s degree in accounting/finance/economics

Tools

Python

SQL

AI tools

Jobbeschreibung

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.