Senior Tax Analyst

Ready to shape tax compliance for a premier professional services firm? Join client's our dynamic team as a Tax Analyst in Cambridge, MA, in a hybrid role (2–3 days/week onsite). Reporting to the Director of Finance, you’ll ensure tax accuracy for investment entities, specializing in partnership tax and K-1 preparation, while supporting a mission-driven finance team.

Salary: $110,000–$125,000 (DOE) comprehensive benefits.

Location: Hybrid role based in Cambridge, MA (local Boston-area candidates only, 2–3 days/week onsite).

Note: The company is unable to sponsor candidates at this time.

Why Join Us?

• High-Impact Role: Drive tax compliance for a leading firm managing significant investment portfolios.
• Hybrid Flexibility: Enjoy 2–3 days/week onsite in vibrant Cambridge with commuter benefits.
• Robust Benefits: Access medical, 401K match, pension plan, tuition reimbursement, and generous PTO.
• Career Growth: Work closely with senior finance leaders in a newly created, high-visibility role.
• Collaborative Culture: Join a tight-knit team dedicated to financial stewardship and innovation.
• Mission-Driven: Support transformative research and education through strong financial management.
  
  

What You’ll Do

• Collaborate with the finance team to provide accurate data for tax return preparation (e.g., 1065s, 8802s, 1042s).
• Review tax returns prepared by external consultants to ensure accuracy for investment activities.
• Support financial reporting for investment accounting, aligning with the firm’s general ledger and annual reports.
• Monitor and analyze investment income excise taxes and project tax liabilities.
• Facilitate regulatory filings for domestic and international jurisdictions to manage compliance risks.
• Support audits for investment entities and special-purpose vehicles, ensuring timely completion.
• Partner with investment accounting and portfolio reporting teams to enhance financial accuracy.
  
  

What We’re Looking For

• Experience: 5 years in tax at an asset management firm, investment firm, or Big 4; partnership tax and K-1 preparation required.
• Education: Bachelor’s degree in Accounting, Finance, or related field.
• Certifications: CPA strongly preferred.
• Technical Skills: Proficiency in tax and financial software; strong Microsoft Office skills.
• Knowledge: Deep expertise in GAAP and tax rules for investment companies, including PFICs and foreign corporations.
• Skills: Exceptional communication, organizational, and problem-solving skills to manage multiple projects.
• Mindset: Detail-oriented, independent, and thrives in a collaborative, fast-paced environment.
• Location: Local to the Boston area for hybrid work (2–3 days/week onsite).
  
  

Ready to Transform Tax Compliance?

Join an investment management leader where your expertise will drive financial excellence! Submit your resume to Kyle Emery at kemery@kbwfinancial.com today. Don’t miss this chance to shine in a dynamic, mission-driven role!

KBW789