Tax & Operations Associate

Location: Boston MA

Type: Perm

Job #27047

Company Overview: A leading technology-focused investment firm with over $27 billion in assets under management is seeking a Tax & Operations Associate to join their Boston team. The role involves assisting with tax compliance and reporting across various funds and entities.

Job Responsibilities:

Coordinate with external tax advisors on the preparation and review of corporate and partnership tax returns, extensions, and Schedules K-1 Review book-to-tax reconciliations, taxable income adjustments, partnership allocations, and year-end tax packages Respond to PBC requests and support the management company tax return Manage information reporting and withholding, including Forms 1099, PFIC statements, Forms 1042 and 1042-S Prepare quarterly and year-end tax projections for internal partners and investors Log and track IRS and state tax notices and incoming tax correspondence Maintain daily tax lot and realized gain/loss reporting Research tax treatment of new markets and instruments Assist with automating internal tax reporting processes using Python, SQL, and AI tools Respond to investor and CPA requests for K-1s, tax documents, and estimates Complete investor tax questionnaires and assist with investor due diligence questionnaires Field ad hoc tax and operations requests from the CFO, investment team, and investors

Qualifications:

Bachelor’s degree in accounting, finance, or economics; CPA or progress toward a CPA is a plus 3-4 years of partnership tax experience in a public accounting firm’s asset management tax practice or at an asset manager Working knowledge of partnership tax, including K-1s, allocations, tax adjustments, PFIC reporting, and foreign withholding Familiarity with fund administrators and fund operations is a plus Ability to use AI tools to streamline workflows Coding or scripting experience (e.g., Python, SQL) is a plus

Compensation: Salary: $90,000 – $110,000

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