Senior Tax Analyst
Position Overview
MIT Investment Management Company (MITIMCo) is a department within MIT that manages over $30 billion in financial assets. Our mission is to deliver outstanding long-term investment returns for MIT and support the transformative research and educational efforts of this world-class institution.
Principle Duties & Responsibilities
- Partner with the Associate Director of Finance and central MIT’s tax team to provide timely, accurate, and complete information for preparation of tax returns.
- Conduct in-depth research and work with the Associate Director of Finance to recommend options to facilitate tax structuring decisions.
- Assist in the review of tax returns prepared by outside consultants to ensure accuracy related to investment activities.
- Partner with the Associate Director of Finance to build out a tax and regulatory compliance calendar and tax return control tools to ensure comprehensive and timely filings.
- Lead review of data compiled for MITIMCO’s tax transparency tools.
- Support ongoing monitoring, projection, and analysis of investment income excise taxes and taxes related to UBTI.
- Facilitate required regulatory and rating agency reporting regarding US and non-US investments, as appropriate.
- Work with the Associate Director of Finance to ensure timely completion of audits for MIT investments and MITIMCo managed investment affiliates (currently 12 entities).
Qualifications & Skills
- Bachelor's degree in accounting, finance, or related field required; CPA strongly preferred.
- 5 to 7 years’ experience required in the preparation of tax returns for private investment funds both liquid and illiquid strategies.
- Knowledge of tax regulations and conventions as they apply to private fund structures.
- Financial accounting experience and knowledge of GAAP accounting requirements related to investment funds while not required is a plus.
- Experience doing tax research projects or with tax structuring decisions.
- Ability to read and understand investment fund constituent documents as they relate to tax and allocation provisions.
- Advanced problem-solving and creative critical thinking skills.
- Ability to organize and manage multiple projects and prioritize competing needs.
- Excellent interpersonal, organizational, and communication skills.
- Strong Microsoft Office skills.
- Ability to work from our Cambridge, MA, offices at least two days per week and/or as required by company policy.
Supervision Received
Will report to the Associate Director, Finance. Ability to work independently as well as part of a team is required.
Employment Information
Employment is contingent upon the completion of a satisfactory background check. MIT is an equal employment opportunity employer. We value diversity and strongly encourage applications from individuals from all identities and backgrounds. All qualified applicants will receive equitable consideration for employment based on their experience and qualifications, and will not be discriminated against on the basis of race, color, sex, sexual orientation, gender identity, pregnancy, religion, disability, age, genetic information, veteran status, or national or ethnic origin. See MIT's full policy on nondiscrimination.