Job Title: Global Fund Tax Manager
Location: Boston, MA
Compensation: $145,000–$160,000 Base + Bonus
About the Role
A leading global investment management organization is seeking a Global Fund Tax Manager to support tax compliance, advisory, and operational initiatives across a diverse investment platform.
Key Responsibilities
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Serve as a subject matter expert on complex North American operational fund tax matters, including private funds, alternative investments, and non-traditional product structures
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Support and oversee complex fund tax compliance processes and governance frameworks
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Identify tax issues impacting sophisticated fund structures and collaborate with internal and external advisors to support business objectives
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Provide periodic and ad-hoc tax planning support to portfolio management teams
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Advise on operational and strategic tax matters, including internal process development and risk mitigation
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Lead and support projects focused on process improvement, automation, and operational efficiency
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Manage relationships with external tax service providers and advisors
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Lead change initiatives and educate cross-functional teams on tax best practices
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Communicate complex tax concepts clearly to both tax and non-tax stakeholders
Key Qualifications
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Master’s degree in Tax, Accounting, Finance, or Law
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7+ years of tax experience, preferably focused on investment funds or asset management
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CPA, CA, or ACCA strongly preferred
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Deep expertise in complex retail and private investment fund structures
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Strong understanding of securities, alternative investments, and evolving asset classes
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Experience with process improvement methodologies; Lean Six Sigma or similar credentials a plus
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Strong data analysis skills and experience with tools such as Alteryx, Power BI, or Tableau
If interested, please apply here or email Devin Callahan at [email protected]
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