What are the responsibilities and job description for the Tax Analyst position at KBW Financial Staffing & Recruiting?
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: $115,000–$130,000 (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?
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
Salary: $115,000–$130,000 (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.
- 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.
- 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).
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
Salary : $115,000 - $130,000
