Tax Consultant - Alternative Investments - Boston, MA

Tax Consultant - Alternative Investments - Boston, MA
 

We are seeking a detail-oriented Tax Consultant to join a growing alternative investment firm. This individual will support the tax compliance, reporting, and planning activities for various fund structures, management companies, and general partner (GP) entities. The role will work closely with internal fund accounting and operations teams, external tax advisors, fund administrators, and investors to ensure accurate and timely tax reporting and compliance. The ideal candidate will have 2–5 years of tax experience, preferably within private equity, hedge funds, or alternative investments, and a strong understanding of partnership taxation and complex fund structures.

This is a 12-month contract position that will pay $70-100/hr (depending on experience) within a 40-hour workweek. This position supports a hybrid work model, onsite 2-3 days per week in their Boston office. 

Responsibilities

• Calculate and allocate taxable income across various fund structures, management companies, and general partner entities.

• Assist with the preparation and timely filing of federal, state, and international partnership and corporate tax returns.

• Review tax information received from underlying pass-through investments, ensuring accurate reporting of K-1s and related tax disclosures.

• Coordinate tax return mailings, check preparation, and related administrative processes with internal departments.

• Prepare journal entries related to entity-level state taxes, nonresident withholding taxes, and foreign withholding obligations.

• Maintain tax compliance tracking systems and coordinate with external tax advisors and fund administrators to ensure timely delivery of tax information.

• Prepare tax distributions for general partner entities and quarterly estimated tax information for internal employees and outside investors.

• Monitor federal and state tax notices, coordinate responses, and assist with investor and taxing authority inquiries.

• Prepare monthly tax efficiency and unrealized gain/loss reports for investment funds.

• Assist with tax research, structuring, and consulting projects, including documenting findings and preparing technical memorandums.

• Build and maintain relationships with external tax advisors, fund administrators, and underlying portfolio investment teams.

• Partner with fund accounting and operations teams to ensure consistency betweenaccounting and tax reporting.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.

• 2–5 years of tax compliance or combined tax and audit experience, preferably within private equity, hedge funds, or the alternative investment industry.

• Experience with partnership taxation, corporate tax filings, K-1s, and complex investment fund structures preferred.

• CPA license or advanced degree in Taxation is a plus.

• Strong knowledge of Microsoft Office, particularly Excel; experience with tax software and technology platforms is advantageous.

• Excellent research, analytical, and problem-solving skills with strong attention to detail.

• Strong written and verbal communication skills with the ability to interact effectively with internal teams, investors, and external service providers.

• Ability to manage multiple priorities, meet deadlines, and work independently in a fast-paced environment.

If you are interested in learning more about this opportunity, please send your resume to Olivia at ociviello@daleyaa.com.