Tax Senior Associate

Bain Capital; Boston (MA); On-site; USD 105,000 - 120,000; Full time

Job summary

Bain Capital in Boston is seeking a Tax Associate/Senior Associate, Compliance, to join the Tax Department. You will ensure timely and accurate tax compliance and reporting for the Credit & Global Special Situations businesses, collaborating with internal teams and external advisors on tax structuring and strategies.

The role requires coordination with multiple groups, review of tax estimates, and support for investor inquiries.

Qualifications

• Bachelor’s degree in Accounting or Finance required
• Excellent organizational and documentation skills
• Proficient with Excel, PowerPoint, Word and Adobe
• Ability to articulate tax concepts to non-tax professionals
• Entrepreneurial spirit and initiative to lead projects
• Ability to multi-task and meet deadlines under pressure

Responsibilities

• Coordinate with external tax advisors to prepare fund tax return filings and K-1 reporting
• Review tax return workpapers and tax allocations
• Assist with quarterly tax projections and estimated payments
• Guide year-end tax reporting (Forms 1099, 1042)
• Collaborate with Tax Team on complex tax issues and strategies
• Interface with investor relations to respond to tax information requests
• Manage tax notices and audit responses with external advisors and internal teams
• Prepare documents and meeting materials with structure charts and spreadsheets
• Assist with migration to AI-based software
• Maintain tax databases and trackers

Skills

Excel

PowerPoint

Word

Adobe

Education

Bachelor’s degree in Accounting or Finance

CPA or JD/LL.M. preferred

Job description

BAIN CAPITAL OVERVIEW

With approximately $215 billion of assets under management, Bain Capital is one of the world's leading private investment firms. We create lasting impact for our investors, teams, businesses, and the communities in which we live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit, and Real Assets. Today, our team includes 1,985+ employees in 24 offices on four continents. We partner differently to help people and companies embrace possibility and realize potential.

Founded as a private partnership in 1984, we have fostered a culture of innovation, entrepreneurialism, and agility, empowering our people to define and own their career trajectories. Today, our partnership approach enables us to pursue strategic growth, build enduring relationships with a robust external network, and collaborate across our integrated platform to connect the deep and diverse expertise that unlocks breakthrough insights. Our people are the heart of our advantage. Colleagues at all levels have a seat at the table as they tackle business challenges with a principal investor mindset. By asking incisive questions, respectfully challenging one another, and remaining intellectually agile, we work together to achieve exceptional outcomes.

POSITION OVERVIEW

The Tax Associate/Senior Associate, Compliance, will join the Bain Capital Tax Department in Boston and report directly to the Head of Fund Tax, Credit & Global Special Situations. They will play a central role in ensuring the timely and accurate delivery of tax compliance and reporting and collaborate with internal Bain Capital teams and external tax advisors on tax structuring and tax strategies for the Credit & Global Special Situations businesses. The successful candidate will work collaboratively with multiple groups within Bain Capital, including the Bain Capital Credit & Global Special Situations investment teams, investor relations, finance, legal and treasury.

THE ROLE

Key responsibilities in support of the Credit & Global Special Situations businesses will include but are not limited to:

• Coordinate with external tax advisors and fund accountants to facilitate the timely preparation of fund tax return filings and K-1 reporting.
• Provide support to external tax return preparers by reviewing tax return workpapers, tax allocations and tax estimates.
• Partner with external tax advisors to review quarterly tax projections, US and state tax withholding and estimated payments.
• Provide guidance on year-end tax reporting (Forms 1099, 1042, etc.).
• Collaborate with the Tax Team and external tax advisors on complex tax issues and tax strategies.
• Interface with the investor relations team to support responses to investor requests for tax information.
• Collaborate with external advisors and internal administrators to manage federal, state and local tax notices and audit responses.
• Use independent judgement in setting priorities; assist with ad-hoc projects and day-to-day tax questions from the business.
• Prepare documents, presentations, and meeting materials including structure charts and spreadsheets.
• Laise with internal finance and operations teams to ensure proper booking of new structures and transactions
• Assist with the migration to AI based software.
• Maintain, update and create tax databases and/or database information (e.g. files, trackers, etc.).

GENERAL QUALIFICATIONS

The ideal candidate will possess the following professional skills and experiences:

• Bachelor’s degree in Accounting or Finance
• Certified Public Accountant or J.D./LL.M. preferred
• Minimum of 3 years of relevant experience in public accounting (Big 4 preferred) or the credit, alternative assets or private equity sector
• Experienced tax professional with a desire to learn and become in involved in a wide variety of projects.
• Excellent organizational and documentation skills, with strong attention to detail and follow-through
• Able to effectively articulate tax concepts and issues to non-tax professionals
• Demonstrate an entrepreneurial spirit. Take initiative and lead projects.
• Able to multi-task, prioritize and meet deadlines while working under pressure.
• Highly motivated, team-focused, and results oriented.
• Proficient with Excel, PowerPoint, Word and Adobe.
• Takes initiative to maximize efficiency

Expected Annual Base Salary $105,000 - 120,000 Actual base salary will be determined by a wide range of factors including but not limited to role, function, level, experience, qualifications and geographic location. In addition to a competitive base salary, this position may be eligible for a discretionary annual bonus based upon factors such as individual impact, team and firm performance.

Bain Capital offers a competitive benefits package designed to support employees' health, financial security, family needs, and overall well-being.

Bain Capital is an equal opportunity employer.

We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status.

Founded in 1984, Bain Capital is one of the world's leading private investment firms. We are committed to creating lasting impact for our investors, teams, businesses, and the communities in which we live. As a private partnership, we lead with conviction and a culture of collaboration, advantages that enable us to innovate investment approaches, unlock opportunities, and create exceptional outcomes. Our global platform invests across five focus areas: Private Equity, Growth & Venture, Capital Solutions, Credit, and Real Assets. In these focus areas, we bring deep sector expertise and wide-ranging capabilities. We have 24 offices on four continents, more than 2,000 employees, and approximately $225 billion in assets under management.

To learn more, visit www.baincapital.com. Follow @BainCapital on LinkedIn and X (Twitter).

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