What are the responsibilities and job description for the Director of Tax | Venture Capital Firm | Boston position at Daley And Associates, LLC?
Director of Tax | Boston | Hybrid
A growing Boston-based venture capital firm is seeking a Director of Tax to join its finance team. This is an excellent opportunity for a technically strong tax professional to take ownership of tax compliance and planning across a complex portfolio of investment funds, SPVs, and management company entities.
Compensation: $250,000-300,000 bonus
Responsibilities:
- Oversee tax compliance for investment funds, SPVs, management company, general partner entities, and related structures.
- Manage the preparation and review of federal, state, and local tax returns, K-1s, tax workpapers, and investor tax reporting.
- Advise on tax structuring and investor-specific considerations, including QBI, UBTI, QSBS, carried interest, and in-kind distributions.
- Partner with internal finance, legal, and investor relations teams, as well as external tax advisors and service providers.
- Lead tax planning and projections, including investor tax distributions and tax optimization strategies.
- Monitor tax law developments and implement improvements to tax processes, controls, and reporting.
- Support ad hoc projects related to investment structuring, entity management, and investor reporting.
Qualifications:
- Bachelor’s degree in Accounting, Taxation, or a related field.
- 10–15 years of tax experience, including extensive partnership taxation experience.
- CPA required.
- Strong understanding of private investment vehicles, fund structures, and private market investment strategies.
- Experience with in-kind distributions from investment partnerships.
- Advanced Excel skills and the ability to translate complex tax concepts into practical solutions.
For immediate consideration, qualified and interested candidates should reach out directly to Kyle Archer at karcher@daleyaa.com
Salary : $250,000 - $300,000