Senior Tax Analyst
Landing Point, Cambridge, MA, United States
Company Overview
An endowment in the Boston area is hiring a Senior Tax Analyst to join its Operations team. This role will focus on maximizing tax efficiency and managing compliance for the institution’s investment entities. Job Responsibilities
Partner with the Associate Director of Finance and university tax team to provide timely, accurate, and complete information for preparation of tax returns. Conduct in-depth research and work with the Associate Director of Finance to recommend options to facilitate tax structuring decisions. Assist in the review of tax returns prepared by outside consultants to ensure accuracy related to investment activities. Partner with the Associate Director of Finance to build out a tax and regulatory compliance calendar and tax return control tools to ensure comprehensive and timely filings. Lead review of data compiled for tax transparency tools. Support ongoing monitoring, projection and analysis of investment income excise taxes and taxes related to UBTI. Facilitate required regulatory and rating agency reporting regarding US and non-US investments, as appropriate. Work with the Associate Director of Finance to ensure timely completion of audits. Qualifications
Bachelor’s degree in accounting, finance, or related field required; CPA strongly preferred. 5 to 7 years’ experience required in the preparation of tax returns for private investment funds. Knowledge of tax regulations and conventions as they apply to private fund structures. Financial accounting experience and knowledge of GAAP accounting requirements related to investment funds is a plus. Experience doing tax research projects or with tax structuring decisions. Ability to read and understand investment fund constituent documents as they relate to tax and allocation provisions. Strong Microsoft Office skills. Ability to work from the office 2-4 days per week, eventually settling into a hybrid work schedule. Compensation
Salary:
$120,000 – $140,000, Plus Bonus
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An endowment in the Boston area is hiring a Senior Tax Analyst to join its Operations team. This role will focus on maximizing tax efficiency and managing compliance for the institution’s investment entities. Job Responsibilities
Partner with the Associate Director of Finance and university tax team to provide timely, accurate, and complete information for preparation of tax returns. Conduct in-depth research and work with the Associate Director of Finance to recommend options to facilitate tax structuring decisions. Assist in the review of tax returns prepared by outside consultants to ensure accuracy related to investment activities. Partner with the Associate Director of Finance to build out a tax and regulatory compliance calendar and tax return control tools to ensure comprehensive and timely filings. Lead review of data compiled for tax transparency tools. Support ongoing monitoring, projection and analysis of investment income excise taxes and taxes related to UBTI. Facilitate required regulatory and rating agency reporting regarding US and non-US investments, as appropriate. Work with the Associate Director of Finance to ensure timely completion of audits. Qualifications
Bachelor’s degree in accounting, finance, or related field required; CPA strongly preferred. 5 to 7 years’ experience required in the preparation of tax returns for private investment funds. Knowledge of tax regulations and conventions as they apply to private fund structures. Financial accounting experience and knowledge of GAAP accounting requirements related to investment funds is a plus. Experience doing tax research projects or with tax structuring decisions. Ability to read and understand investment fund constituent documents as they relate to tax and allocation provisions. Strong Microsoft Office skills. Ability to work from the office 2-4 days per week, eventually settling into a hybrid work schedule. Compensation
Salary:
$120,000 – $140,000, Plus Bonus
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