Senior Tax Accountant - Alternative Investments
Daley And Associates, LLC · Boston, MA · 2 wk ago
Hybrid$70–$100/hrContract
About the role
We are currently seeking candidates for a Senior Tax Accountant – Alternative Investments opportunity at an elite alternative investment firm located in Boston, MA. The Senior Tax Accountant – Alternative Investments will own taxable income allocation across its fund, management company, and GP entities, and strengthen the workflows behind it. The ideal candidate will have 4-10+ years of related tax or audit experience with alternative investments.
Responsibilities
- Tax Calculation and Reporting: Calculate and allocate taxable income across fund structures, the Management Company, and GP entities, with accurate disclosures and clear K-1 presentation; Prepare monthly tax efficiency and unrealized gain/loss reports; Prepare journal entries for entity-level taxes, including state, nonresident withholding, and non-U.S. withholding
- Compliance and Filing: Support timely filing of federal, state, and international returns, including paper mailings and check preparation; Manage compliance workflows with external advisors and fund administrators so investors, employees, and authorities receive tax information on time; Document and respond promptly to federal and state tax notices; Oversee GP tax distribution payments and prepare quarterly estimated tax information
- Advisory and Collaboration: Respond to investor and tax authority inquiries; Build strong relationships with external tax advisors, fund administrators, and portfolio investment teams; Partner with fund accounting and operations to keep accounting and tax records aligned; Contribute to tax research, structuring, and consulting projects, including documentation and memoranda
Qualifications
- Bachelor’s degree in Accounting or Finance (Required); CPA a plus.
- 4-10+ years of tax and/or audit experience in alternative investments
- Strong written and verbal communication
- Sharp attention to detail and the ability to juggle competing deadlines
- Analytical, organized, and solution-oriented
- Advanced Excel and Microsoft Office proficiency
- Ability to work collaboratively and independently
Pay
This is a 12-month contract opportunity, paying between $70-$100/hour (depending on experience).
Schedule
This role supports a hybrid work model.