Jobs · Massachusetts

Senior Tax Consultant - Investment Management

Daley And Associates, LLC · Boston, MA · 2 wk ago
Hybrid$70–$100/hrContract
Senior Tax Consultant – Investment Management We are currently seeking candidates for a Senior Tax Consultant – Investment Management opportunity at a highly elite alternative investment firm located in Boston, MA. The Senior Tax Consultant – Investment Management will own taxable income allocation across its fund, management company, and GP entities, and strengthen the workflows behind it. The ideal candidate will have 6-10+ years of related tax or audit experience with alternative investments. This is a 12-month contract opportunity, paying between $70-$100/hour (depending on experience). This role supports a hybrid work model. Responsibilities:Calculate and allocate taxable income across fund structures, the Management Company, and GP entities, with accurate disclosures and clear K-1 presentationPrepare monthly tax efficiency and unrealized gain/loss reportPrepare journal entries for entity-level taxes, including state, nonresident withholding, and non-U.S. withholdingSupport timely filing of federal, state, and international returns, including paper mailings and check preparationManage compliance workflows with external advisors and fund administrators so investors, employees, and authorities receive tax information on timeDocument and respond promptly to federal and state tax noticesOversee GP tax distribution payments and prepare quarterly estimated tax informationRespond to investor and tax authority inquiriesBuild strong relationships with external tax advisors, fund administrators, and portfolio investment teamsPartner with fund accounting and operations to keep accounting and tax records alignedContribute to tax research, structuring, and consulting projects, including documentation and memoranda Qualifications: Bachelor’s degree in Accounting or Finance (Required); CPA a plus. 6-10+ years of tax and/or audit experience in alternative investmentsStrong written and verbal communicationSharp attention to detail and the ability to juggle competing deadlinesAnalytical, organized, and solution-orientedAdvanced Excel and Microsoft Office proficiencyAbility to work collaboratively and independently. For immediate consideration, interested and qualified candidates should send their resume to Morgan at marakelian@daleyaa.com.

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