What are the responsibilities and job description for the Tax Director | Alternative Asset Management Firm | Boston position at Daley And Associates, LLC?
Tax Director – Alternative Asset Management Firm
Boston, MA | Primarily Remote | $225K–$275K Base Bonus
Our client, an established, Boston-based alternative asset management firm, is seeking an experienced Tax Director to join its growing finance team. This individual will oversee tax compliance, planning, and structuring across a diverse portfolio of private investment vehicles, working closely with senior leadership and external advisors.
The ideal candidate will bring 10 years of tax experience, with a strong background in partnership taxation and alternative investments. This is a highly visible position offering significant autonomy, a flexible work environment, and the opportunity to influence tax strategy as the firm continues to grow.
Responsibilities:
Oversee tax compliance, planning, and reporting for investment funds, SPVs, and affiliated entities.
Manage partnership tax filings, K-1s, estimated payments, and investor tax reporting.
Collaborate with external tax advisors, legal counsel, and internal leadership on investment structuring and complex tax matters.
Provide technical guidance on partnership taxation, carried interest, UBTI, QSBS, and other investment-related tax considerations.
Support tax planning initiatives, investor distributions, and transaction-related activities.
Develop and improve tax processes, reporting procedures, and internal controls.
Qualifications:
Bachelor's degree in Accounting, Finance, Taxation, or a related field.
10 years of tax experience, including extensive partnership taxation experience.
Background in alternative investments, private equity, venture capital, or investment management.
Strong understanding of investment fund structures, tax compliance, and investor reporting.
Experience with complex partnership tax matters and investment-related transactions.
Excellent analytical, organizational, and communication skills.
Ability to work independently while collaborating effectively with senior leadership and external partners.
This is a full-time, primarily remote opportunity offering a $225K–$275K base salary plus bonus, meaningful responsibility, direct exposure to senior leadership, and long-term career growth.
To learn more, please apply directly to this ad or contact Chris at cnappi@daleyaa.com.
Salary : $225,000 - $275,000