Global Fund Tax Manager | Boston, MA | $145K–$160K Base + Bonus jobs in United States
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Daley And Associates, LLC · 1 day ago

Global Fund Tax Manager | Boston, MA | $145K–$160K Base + Bonus

positionBoston, MA
timeFull-time
remoteOnsite
senioritySenior Level
money$145K/yr - $160K/yr
date7+ years exp

Daley And Associates, LLC is a leading global investment management organization seeking a Global Fund Tax Manager to support tax compliance, advisory, and operational initiatives across a diverse investment platform. The role involves serving as a subject matter expert on fund tax matters, overseeing compliance processes, and advising on operational tax issues.

BankingConsultingFinancial ServicesHuman ResourcesInsurance
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Growth Opportunities

Responsibilities

Serve as a subject matter expert on complex North American operational fund tax matters, including private funds, alternative investments, and non-traditional product structures
Support and oversee complex fund tax compliance processes and governance frameworks
Identify tax issues impacting sophisticated fund structures and collaborate with internal and external advisors to support business objectives
Provide periodic and ad-hoc tax planning support to portfolio management teams
Advise on operational and strategic tax matters, including internal process development and risk mitigation
Lead and support projects focused on process improvement, automation, and operational efficiency
Manage relationships with external tax service providers and advisors
Lead change initiatives and educate cross-functional teams on tax best practices
Communicate complex tax concepts clearly to both tax and non-tax stakeholders

Qualification

Master’s degree in Tax7+ years tax experienceCPACAACCADeep expertise in fund structuresData analysis skillsProcess improvement methodologiesUnderstanding of securitiesAlteryxPower BITableauCommunication skillsLeadership skills

Required

Master's degree in Tax, Accounting, Finance, or Law
7+ years of tax experience, preferably focused on investment funds or asset management
Deep expertise in complex retail and private investment fund structures
Strong understanding of securities, alternative investments, and evolving asset classes
Strong data analysis skills and experience with tools such as Alteryx, Power BI, or Tableau

Preferred

CPA, CA, or ACCA strongly preferred
Experience with process improvement methodologies; Lean Six Sigma or similar credentials a plus

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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