We are looking for a highly skilled Tax Analyst to join our team in Cambridge, Massachusetts. In this role, you will play a pivotal part in ensuring tax compliance, managing investment-related tax liabilities, and supporting accurate financial reporting. Your expertise will contribute to regulatory adherence and help maintain the financial integrity of a substantial investment portfolio. Responsibilities: • Collaborate with finance leadership and tax teams to gather and provide accurate data for tax return preparation. • Review and analyze tax returns prepared by external consultants to ensure compliance with investment-related tax regulations. • Partner with financial accounting teams to address investment accounting matters and support the preparation of detailed annual reports. • Monitor, project, and analyze excise taxes related to investment income to ensure accurate tax planning. • Oversee regulatory filings and reporting for both domestic and international jurisdictions, ensuring adherence to all applicable requirements. • Ensure timely completion of audits for investment entities and managed affiliates to maintain compliance and operational efficiency. • Assist in preparing financial statements for investment entities, ensuring accuracy and regulatory compliance. • Support retirement and welfare benefit plan compliance efforts by addressing tax-related matters. • Contribute to risk management by identifying and addressing potential regulatory risks related to investments.

<ol><li>4+ yrs overall exp. (public or direct industry exp from a firm or admin firm)</li><li>MUST have K-1s via Asset Mgmt., Hedge Funds, Private Equity industry exp. PFICs etc.</li><li>CPA, MST, MBA etc. is a huge +</li><li>Outstanding communication skills for internal/external groups.</li></ol>Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

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Cambridge, MA
onsite
Permanent
115000.00 - 125000.00 USD / Yearly
We are looking for a highly skilled Tax Analyst to join our team in Cambridge, Massachusetts. In this role, you will play a pivotal part in ensuring tax compliance, managing investment-related tax liabilities, and supporting accurate financial reporting. Your expertise will contribute to regulatory adherence and help maintain the financial integrity of a substantial investment portfolio. Responsibilities: • Collaborate with finance leadership and tax teams to gather and provide accurate data for tax return preparation. • Review and analyze tax returns prepared by external consultants to ensure compliance with investment-related tax regulations. • Partner with financial accounting teams to address investment accounting matters and support the preparation of detailed annual reports. • Monitor, project, and analyze excise taxes related to investment income to ensure accurate tax planning. • Oversee regulatory filings and reporting for both domestic and international jurisdictions, ensuring adherence to all applicable requirements. • Ensure timely completion of audits for investment entities and managed affiliates to maintain compliance and operational efficiency. • Assist in preparing financial statements for investment entities, ensuring accuracy and regulatory compliance. • Support retirement and welfare benefit plan compliance efforts by addressing tax-related matters. • Contribute to risk management by identifying and addressing potential regulatory risks related to investments.
2025-09-08T15:59:11Z