Tax Senior Associate

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.

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.

Pay

Salary: $105,000 – $120,000, Plus Bonus