Daley And Associates, LLC
Tax Analyst - Asset Management/1065 & 1042 Focus
Daley And Associates, LLC, Boston, Massachusetts, us, 02298
Tax Analyst - Asset Management/1065 & 1042 Focus
Our team is working with a leading endowment based in Boston looking to hire a Tax Analyst to their growing team. The Tax Analyst will be responsible for fair value financial reporting principles and requirements as well as the tax implications of a variety of investments including public equities, options, derivatives, private equity, etc. The ideal candidate must have experience relevant to support assistance with the preparation and review of various tax returns including 1065s, 8802s, 1042s, and the tax treatment for various foreign investment corporations, including PFICs and Foreign Controlled Corporations. The candidate will have experience working with external tax preparers and consultants and must have strong communication skills.
This role is a full time hybrid position (2 days in 3 at home) that will offer between 115-125K base, bonus, & excellent benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com
Responsibilities
Work with the Associate Director of Finance and central tax team to provide timely, accurate, and complete information for preparation of tax returns.
Assist in the review of tax returns prepared by outside consultants to ensure accuracy related to investment activities.
Liaise with the Financial Accounting and Reporting team on matters related to investment accounting with respect to general ledger and preparation of and its Retirement Plans’ annual reports.
Support ongoing monitoring, projection and analysis of investment income excise taxes.
Facilitate required regulatory and rating agency reporting regarding US and non-US requirements, as appropriate.
Work with the Associate Director of Finance to ensure timely completion of audits for 12 entities.
Qualifications
Bachelor's degree in accounting, finance, or related field; CPA strongly preferred.
3+ years’ experience in asset management and private funds financial and tax accounting, both liquid and illiquid strategies.
Knowledge of GAAP accounting requirements and tax rules as they apply to investment companies and private fund structures.
Boston, MA
#J-18808-Ljbffr
This role is a full time hybrid position (2 days in 3 at home) that will offer between 115-125K base, bonus, & excellent benefits. If you are interested in this opportunity, please reach out to Vincenzo Kulturides directly at vkulturides@daleyaa.com
Responsibilities
Work with the Associate Director of Finance and central tax team to provide timely, accurate, and complete information for preparation of tax returns.
Assist in the review of tax returns prepared by outside consultants to ensure accuracy related to investment activities.
Liaise with the Financial Accounting and Reporting team on matters related to investment accounting with respect to general ledger and preparation of and its Retirement Plans’ annual reports.
Support ongoing monitoring, projection and analysis of investment income excise taxes.
Facilitate required regulatory and rating agency reporting regarding US and non-US requirements, as appropriate.
Work with the Associate Director of Finance to ensure timely completion of audits for 12 entities.
Qualifications
Bachelor's degree in accounting, finance, or related field; CPA strongly preferred.
3+ years’ experience in asset management and private funds financial and tax accounting, both liquid and illiquid strategies.
Knowledge of GAAP accounting requirements and tax rules as they apply to investment companies and private fund structures.
Boston, MA
#J-18808-Ljbffr