ORIX Corporation USA · 1 month ago
Tax Associate
Boston, MA
Full-time
Hybrid
New Grad, Entry, Mid Level
$60K/yr - $70K/yr
0+ years expBoston Financial Investment Management, LP is one of the largest multi-family investment managers of affordable housing in the U.S. The Tax Associate will be responsible for preparing tax work papers, Federal and state tax returns, and internal reporting, while serving as a primary contact for tax authorities.
AdvertisingFinancial ServicesVenture Capital
Responsibilities
Meet Investor Service and Investor Limited Partner deliverable requirements, including, providing accurate draft tax return/K1 info during tax season pursuant to an agreed-upon due date schedule for approximately 150 funds
Prepare tax work papers including partnership allocations and tax basis capital schedules, and maintain our information database
Prepare Federal and state partnership and corporate tax returns, including state apportionment information for approximately 400 entities, including approximately 2,200 state filings
Due to the dynamic and cyclical nature of the responsibilities of this position, individuals in this role must be flexible with the ability to work overtime, as required
Travel required: <10%
Qualification
Required
Bachelor's degree required, Accounting preferred
0-3 years finance, accounting, or related experience; graduate-level education may count toward experience
Highly motivated and resilient, able to handle cyclical workloads with peak periods of high demand
Ability to interact appropriately, and communicate effectively, with a wide range of individuals including peers, subordinates, senior management, federal and state agents, and others
Ability to anticipate, pivot, adapt, and remain professional through sometimes tense situations
Strong verbal and written communication skills
Curious with the desire to continuously learn
Ability to work effectively independently and as a team member
Ability to balance multiple projects and meet firm deliverable deadlines
Keen attention to detail
Highly developed organizational skills
Strong and pro-active problem-solving skills
Proficiency with MS Office: Outlook, Word, Excel
Preferred
Financial and/or tax reporting experience
Understanding of general accounting principles
Basic project management skills
General tax return preparation and tax accounting experience (public preferred)
Federal and state “partnership” tax return preparation experience
Multi-state tax return preparation experience
Real estate and/or LIHTC tax return preparation experience
RIA One Source software experience
Benefits
Cash bonuses
Long term incentives
Health insurance
Accident and life insurance
Retirement benefits
Competitive vacation policy
Floating personal holidays
Extensive leave options
Annual observed holidays
Infertility coverage
Adoption support
Child and elder care
Fully paid maternity
Generous parental leave benefits
Hybrid working model
Company
ORIX Corporation USA
Established in the U.S. in 1981, ORIX USA has grown organically and through acquisition into the investment and asset management firm we are today.
Founded in 2001Dallas, Texas, USA
1001-5000 employees
H1B Sponsorship
ORIX Corporation USA has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (5)
2023 (1)
2022 (2)
2021 (4)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Michael E. Cousins
Chief Financial Officer
Company data provided by crunchbase