Global Fund Tax Manager (Hybrid, Boston) jobs in United States
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Daley And Associates, LLC · 2 days ago

Global Fund Tax Manager (Hybrid, Boston)

positionBoston, MA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date7+ years exp

Daley And Associates, LLC is a renowned Investment Management firm in Boston seeking a Global Fund Tax Manager to join their team. This role involves providing tax compliance and advisory support across various investment vehicles, while also engaging with complex tax issues and collaborating with internal and external stakeholders.

BankingConsultingFinancial ServicesHuman ResourcesInsurance
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Growth Opportunities

Responsibilities

Serve as a subject matter expert on North American fund tax issues, particularly those involving private funds, alternative investments, and complex product structures
Support operational tax compliance processes and governance frameworks
Identify tax considerations affecting complex fund structures and collaborate with internal teams and external advisors to meet product objectives
Contribute to tax planning initiatives for portfolio managers
Advise on operational and strategic tax matters and support development of internal processes
Identify and mitigate tax-related risks
Manage relationships with external tax service providers

Qualification

Investment fund taxationComplex investment structuresData analysisLean Six SigmaProject management toolsCPAMaster's degree

Required

7+ years of tax experience, preferably in investment fund taxation or coming directly out of public accounting
Master's degree in Tax, Law, Accounting, or Finance
Deep knowledge of complex retail and private investment structures
Understanding of complex securities and alternative investments
Strong data analysis capabilities
Experience with project management and automation tools (e.g., Alteryx, Power BI, Tableau)

Preferred

CPA, CA, or ACCA preferred
Strong operational efficiency skills; Lean Six Sigma or equivalent preferred

Benefits

Bonus

Company

Daley And Associates, LLC

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Daley and Associates is a boutique executive search and contract staffing firm specializing in the placement of Accounting, Finance, Information Technology, Legal, Administrative and Life Sciences professionals.
dateFounded in 2005
location
Boston, Massachusetts, USA
people-size11-50 employees
web-link
http://daleyaa.com

Funding

Current Stage
Early Stage

Leadership Team

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Christyn Thatcher
CFO/COO
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Hank Phillips
Principal & COO
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