Global Fund Tax Manager | Boston MA | No Compliance (Advisory Focused)
Daley And Associates, LLC, Boston, MA, United States
Overview
Global Fund Tax Manager | Boston, MA | No Compliance (Advisory Focus!)
Our team is working with a leading Boston-based asset manager looking to hire a Global Fund Tax Manager for their growing team. The role will serve as a subject matter expert on complex fund tax matters, providing strategic guidance across a range of investment structures, including private funds and alternative assets. This is a full-time hybrid position (3 days in the office, 2 days from home) with a base salary between 150–160K, plus bonus and strong benefits.
Responsibilities
Serve as a subject matter tax expert
and provide tax advice on complex North American operational fund tax issues, with a focus on private funds, alternative investments (e.g., digital assets), and complex
on-traditional product structures.
Support complex North American operational tax compliance processes
and governance frameworks.
Identify operational tax issues
impacting complex fund structures and collaborate with internal and external tax advisors to support product objectives; provide periodic and ad-hoc tax planning for portfolio managers.
Lead and support projects , including process improvement and automation initiatives to enhance operational efficiency.
Advise on operational and strategic tax matters
and internal process development.
Identify, assess, and mitigate
tax-related risks.
Manage relationships
with external service providers.
Lead change initiatives
and educate teams on tax best practices.
Qualifications
7+ years
in tax, preferably focused on investment funds.
Master’s degree
in Tax, Law, Accounting, or Finance.
CPA, CA, or ACCA
certification preferred.
Expertise
in complex retail and private investment structures.
Knowledge
of complex securities and alternative investments.
Experience
with project management and automation tools (Alteryx, Power BI, Tableau).
#J-18808-Ljbffr
Global Fund Tax Manager | Boston, MA | No Compliance (Advisory Focus!)
Our team is working with a leading Boston-based asset manager looking to hire a Global Fund Tax Manager for their growing team. The role will serve as a subject matter expert on complex fund tax matters, providing strategic guidance across a range of investment structures, including private funds and alternative assets. This is a full-time hybrid position (3 days in the office, 2 days from home) with a base salary between 150–160K, plus bonus and strong benefits.
Responsibilities
Serve as a subject matter tax expert
and provide tax advice on complex North American operational fund tax issues, with a focus on private funds, alternative investments (e.g., digital assets), and complex
on-traditional product structures.
Support complex North American operational tax compliance processes
and governance frameworks.
Identify operational tax issues
impacting complex fund structures and collaborate with internal and external tax advisors to support product objectives; provide periodic and ad-hoc tax planning for portfolio managers.
Lead and support projects , including process improvement and automation initiatives to enhance operational efficiency.
Advise on operational and strategic tax matters
and internal process development.
Identify, assess, and mitigate
tax-related risks.
Manage relationships
with external service providers.
Lead change initiatives
and educate teams on tax best practices.
Qualifications
7+ years
in tax, preferably focused on investment funds.
Master’s degree
in Tax, Law, Accounting, or Finance.
CPA, CA, or ACCA
certification preferred.
Expertise
in complex retail and private investment structures.
Knowledge
of complex securities and alternative investments.
Experience
with project management and automation tools (Alteryx, Power BI, Tableau).
#J-18808-Ljbffr