Global Fund Tax Manager (Hybrid, 3X Onsite Boston)
Our client is a renowned Investment Management firm in Boston and they are looking for a Global Fund Tax Manager to join their team. This team is responsible for providing tax compliance and advisory support across a wide range of investment vehicles, including mutual funds, private funds, partnerships, and real estate structures. This role offers exposure to complex tax issues, cross-functional collaboration, and the opportunity to influence strategic financial decisions.
Key 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
Qualifications
- 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
- CPA, CA, or ACCA preferred
Technical Skills
- Deep knowledge of complex retail and private investment structures
- Understanding of complex securities and alternative investments
- Strong operational efficiency skills; Lean Six Sigma or equivalent preferred
- Strong data analysis capabilities
- Experience with project management and automation tools (e.g., Alteryx, Power BI, Tableau)
This is a full-time position that is offering between 140-160K base, plus bonus. If you’re interested in the Global Fund Tax Manager role, please submit your resume to Hali Siegel at [email protected].
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