Senior Tax Consultant - Investment Management

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 presentation
• Prepare monthly tax efficiency and unrealized gain/loss report
• Prepare journal entries for entity-level taxes, including state, nonresident withholding, and non-U.S. withholding
• 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
• 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

• Bachelor’s degree in Accounting or Finance (Required); CPA a plus.
• 6-10+ 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.

For immediate consideration, interested and qualified candidates should send their resume to Morgan at marakelian@daleyaa.com.

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