Tax Associate - Hedge Fund | $115K-$135K+ Base + Bonus | Boston, MA

Daley and Associates

Boston, MA
3 days ago

Highlights

The firm invests across public equities and private growth companies, offering exposure to hedge funds, venture capital investments, and broader fund operations. The role will work closely with tax leadership, investment professionals, traders, and fund administrators on tax reporting, investment activity, fund accounting, and operational initiatives.

Numbers & Facts

Location	Boston, MA
Industry	Staffing/Employment Agencies
Company Size	20 to 49 employees
Year Founded	2005
Website	http://daleyaa.com/

Description

Tax Associate - Hedge Fund
$115K-$135K+ Base + Bonus | Boston, MA | Strong Benefits

A leading $20B+ AUM hedge fund and alternative investment firm is seeking a Tax & Operations Associate to join its Boston team. The firm invests across public equities and private growth companies, offering exposure to hedge funds, venture capital investments, and broader fund operations.

This is a strong opportunity for someone with hedge fund or private fund tax experience who wants to join a lean, high-performing investment platform. The role will work closely with tax leadership, investment professionals, traders, and fund administrators on tax reporting, investment activity, fund accounting, and operational initiatives.

Key Responsibilities:

Prepare and maintain internal tax reporting for Portfolio Managers, tax leadership, and other investment professionals
Partner with trading and operations teams to support tax-efficient trade allocations and investment activity
Monitor complex investment tax matters, including wash sales, constructive sales, straddles, and related tax considerations
Coordinate with external tax providers on fund and management company tax filings, including K-1s, 1099s, and annual returns
Perform technical tax research and analysis related to investment activity, trading, and regulatory compliance
Support fund accounting operations, including journal entries, NAV reviews, investor reporting, and reconciliations with prime brokers and administrators
Assist with annual fund audits, financial statement preparation, regulatory filings, and ad hoc finance and operations projects

Qualifications:

2-5 years of tax experience, ideally within a hedge fund, alternative asset manager, or public accounting firm serving hedge fund clients
Strong hedge fund tax or private investment fund tax experience preferred
Bachelor's degree in Accounting, Finance, Economics, or related field
Understanding of investment tax reporting, partnership taxation, K-1s, wash sales, constructive sales, and other trading-related tax considerations
Exposure to hedge fund operations, fund accounting, NAV reporting, or investment reconciliations is a plus
Strong technical accounting and tax research skills with excellent attention to detail
Strong Excel, analytical, organizational, and communication skills
Self-motivated, intellectually curious, and comfortable working in a fast-paced, entrepreneurial investment environment

If you are interested in learning more, please apply directly to this ad or email Marek at malbiero@daleyaa.com.
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About Company

Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.

Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.