Global Fund Tax Manager - Boston (Hybrid!)
Daley And Associates, LLC, Boston, MA, United States
Global Fund Tax Manager - Boston (Hybrid!)
A leading global investment firm is seeking a Global Fund Tax Manager to join their growing team. This role sits on a high-impact Global Fund Tax team responsible for tax compliance and advisory across a range of investment vehicles, including mutual funds, REITs, and private funds.
Compensation: $140,000-160,000 + bonus
What You’ll Do
Serve as a subject matter expert on complex North American fund tax matters, including private funds and alternative investments
Support tax compliance processes and governance frameworks
Partner with internal teams (Portfolio Management, Legal, Product) on tax strategy and planning
Identify and mitigate tax risks across complex fund structures
Lead projects focused on process improvement, automation, and operational efficiency
Manage external service providers and drive strategic tax initiatives
Qualifications
7+ years of tax experience, within investment funds
Open to public accounting and/or private industry candidates!
Advanced degree in Tax, Accounting, Finance, or related field
CPA required
Strong knowledge of complex fund structures and alternative investments required
Experience with data/automation tools (Alteryx, Power BI, Tableau) is a plus
For immediate consideration, please reach out directly to Kelly Lucey at klucey@daleyaa.com
#J-18808-Ljbffr
A leading global investment firm is seeking a Global Fund Tax Manager to join their growing team. This role sits on a high-impact Global Fund Tax team responsible for tax compliance and advisory across a range of investment vehicles, including mutual funds, REITs, and private funds.
Compensation: $140,000-160,000 + bonus
What You’ll Do
Serve as a subject matter expert on complex North American fund tax matters, including private funds and alternative investments
Support tax compliance processes and governance frameworks
Partner with internal teams (Portfolio Management, Legal, Product) on tax strategy and planning
Identify and mitigate tax risks across complex fund structures
Lead projects focused on process improvement, automation, and operational efficiency
Manage external service providers and drive strategic tax initiatives
Qualifications
7+ years of tax experience, within investment funds
Open to public accounting and/or private industry candidates!
Advanced degree in Tax, Accounting, Finance, or related field
CPA required
Strong knowledge of complex fund structures and alternative investments required
Experience with data/automation tools (Alteryx, Power BI, Tableau) is a plus
For immediate consideration, please reach out directly to Kelly Lucey at klucey@daleyaa.com
#J-18808-Ljbffr