POSITION SUMMARY:

The Senior Tax Manager will be a key member of the growing Tax Team. Experience in partnership tax is required, with particular knowledge of alternative investments and experience in or a willingness to focus on debt instruments. The Senior Tax Manager must be able to coordinate and manage several projects at the same time.

RESPONSIBILITIES:

• Review and sign off tax workpapers and tax returns for funds, GP and Co-Invest entities
• Review and sign off state risk analysis workpaper prepared by CPA firms
• Review and sign off quarterly and annual tax estimate workpapers for funds, GP and Co-Invest entities
• Oversee and manage outsourced CPA team along with junior members of internal team
• Update and monitor project tracker
• Collect and review documentation to support tax return filings
• Analyze legal documents such as LPAs to determine tax implications of contributions, distributions, tax allocations, and other reporting items
• Respond to investor questions on tax reporting
• Oversee timely and properly responses to tax notices and tax refunds received
• Help coordinating between internal and external teams to complete the long-term tax projections on a quarterly basis
• Ad hoc projects as needed

REQUIREMENTS/QUALIFICATIONS:

• 7 years of partnership tax, prefer with blend of Big 4 and industry experience
• Knowledge of individual, corporate, foreign tax reporting and/or state tax helpful
• Proficiency in Excel
• Excellent interpersonal and communication skills
• Team player, attentive to detail, and proven ability to multi-task

LOCATION: Boston, MA. Hybrid – 3 days/week in office