Daley And Associates, LLC · 4 days ago
Tax Analyst - Asset Management/1065 & 1042 Focus
Boston, MA
Full-time
Hybrid
Mid Level
$115K/yr - $125K/yr
3+ years expDaley And Associates, LLC is working with a leading endowment based in Boston looking to hire a Tax Analyst to their growing team. The Tax Analyst will be responsible for fair value financial reporting principles and requirements as well as the tax implications of a variety of investments including public equities, options, derivatives, and private equity.
BankingConsultingFinancial ServicesHuman ResourcesInsurance
Responsibilities
Work with the Associate Director of Finance and central tax team to provide timely, accurate, and complete information for preparation of tax returns
Assist in the review of tax returns prepared by outside consultants to ensure accuracy related to investment activities
Liaise with the Financial Accounting and Reporting team on matters related to investment accounting with respect to general ledger and preparation of and its Retirement Plans’ annual reports
Support ongoing monitoring, projection and analysis of investment income excise taxes
Facilitate required regulatory and rating agency reporting regarding US and non-US requirements, as appropriate
Work with the Associate Director of Finance to ensure timely completion of audits for 12 entities
Qualification
Required
Bachelor's degree in accounting, finance, or related field
3+ years' experience in asset management and private funds financial and tax accounting, both liquid and illiquid strategies
Knowledge of GAAP accounting requirements and tax rules as they apply to investment companies and private fund structures
Strong Microsoft Office skills
Preferred
CPA strongly preferred
Benefits
Bonus
Excellent benefits
Company
Daley And Associates, LLC
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.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Christyn Thatcher
CFO/COO
Hank Phillips
Principal & COO
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