Tax Senior Associate

Landing Point; Boston (MA); On-site; USD 105,000 - 120,000; Full time

Benefits offered by this job

Performance bonus

Job summary

Landing Point, a leading private investment firm, seeks a Tax Senior Associate to join its Tax Department in Boston. The role focuses on tax compliance and reporting for the Credit & Global Special Situations businesses, working with external advisors and fund accountants. Requirements include a bachelor’s degree in accounting or finance; CPA or JD/LL.M.

preferred; at least 3 years of relevant experience. Proficiency with Excel, PowerPoint, Word, and Adobe is required.

Qualifications

• Bachelor’s degree in accounting or finance is required.
• CPA or JD/LL.M. preferred.
• Minimum 3 years of relevant experience in public accounting or credit/private equity sector.
• Proficiency with Excel, PowerPoint, Word, and Adobe is required.

Responsibilities

• Coordinate with external tax advisors and fund accountants for timely fund tax return filings and K-1 reporting.
• Review tax return workpapers, tax allocations, and tax estimates.
• Partner with external advisors to review quarterly tax projections and withholding.
• Provide guidance on year-end tax reporting (Forms 1099, 1042).
• Collaborate on complex tax issues with the Tax Team and external advisors.
• Support investor relations with investor tax information requests.
• Manage federal, state, and local tax notices and audit responses.
• Prepare documents, presentations, and meeting materials (structure charts, spreadsheets).
• Liaise with internal finance/operations for new structures and transactions.
• Assist migration to AI-based software; maintain tax databases.

Skills

Analytical thinking

Communication

Education

Bachelor's degree in accounting or finance

CPA or JD/LL.M. preferred

Tools

Excel

PowerPoint

Word

Adobe

Job description

Company Overview

A leading global private investment firm with approximately $215 billion in assets under management is seeking a Tax Senior Associate to join its Tax Department in Boston. The role focuses on tax compliance and reporting for the Credit & Global Special Situations businesses.

Company Overview

A leading global private investment firm with approximately $215 billion in assets under management is seeking a Tax Senior Associate to join its Tax Department in Boston. The role focuses on tax compliance and reporting for the Credit & Global Special Situations businesses.

Job Responsibilities

• Coordinate with external tax advisors and fund accountants for timely preparation of fund tax return filings and K-1 reporting.
• Review 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 on complex tax issues and strategies with the Tax Team and external advisors.
• Support the investor relations team with responses to investor tax information requests.
• Manage federal, state, and local tax notices and audit responses.
• Prepare documents, presentations, and meeting materials, including structure charts and spreadsheets.
• Liaise with internal finance and operations teams for 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.

Qualifications

• 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 or the credit, alternative assets, or private equity sector.
• Proficient with Excel, PowerPoint, Word, and Adobe.

Compensation

Salary

$105,000 – $120,000, Plus Bonus