Tax Strategy Lead for VC & Private Funds

Daley And Associates, LLC; Boston (MA); On-site; USD 250,000 - 300,000; Full time

Job summary

Daley And Associates, LLC in Boston seeks a Director of Tax to own tax compliance and planning for a complex portfolio of investment funds, SPVs, and a management company. The role requires 10–15 years of tax experience, CPA, and deep knowledge of partnership taxation, QBI, UBTI, QSBS, and carried interest, with strong Excel skills.

This is an opportunity to lead tax strategy, collaborate with finance, legal, and investor relations, and implement efficient tax processes across funds and entities.

Qualifications

• Bachelor's degree in Accounting, Taxation, or a related field.
• 10–15 years of tax experience, including extensive partnership taxation experience.
• CPA required.
• Strong understanding of private investment vehicles, fund structures, and private market investment strategies.

Responsibilities

• Oversee tax compliance for investment funds, SPVs, management company, general partner entities, and related structures.
• Manage the preparation and review of federal, state, and local tax returns, K-1s, tax workpapers, and investor tax reporting.
• Advise on tax structuring and investor-specific considerations, including QBI, UBTI, QSBS, carried interest, and in-kind distributions.
• Partner with internal finance, legal, and investor relations teams, as well as external tax advisors and service providers.
• Lead tax planning and projections, including investor tax distributions and tax optimization strategies.
• Monitor tax law developments and implement improvements to tax processes, controls, and reporting.
• Support ad hoc projects related to investment structuring, entity management, and investor reporting.

Skills

Partnership taxation

Tax planning

Investor communications

Advanced Excel

Education

CPA certification

Tools

Excel

Job description

Daley And Associates, LLC in Boston seeks a Director of Tax to own tax compliance and planning for a complex portfolio of investment funds, SPVs, and a management company. The role requires 10–15 years of tax experience, CPA, and deep knowledge of partnership taxation, QBI, UBTI, QSBS, and carried interest, with strong Excel skills.

This is an opportunity to lead tax strategy, collaborate with finance, legal, and investor relations, and implement efficient tax processes across funds and entities.