We are looking for a motivated and detail-oriented Associate to join our Portfolio Support team in Boston, Massachusetts. This role involves collaborating with deal teams, portfolio company leaders, and consultants to drive operational improvements, enhance value creation, and optimize resources across a diverse portfolio. As an Associate, you will contribute to analyzing performance metrics, streamlining processes, and building scalable systems to support the team's growth.<br><br>Responsibilities:<br>• Collaborate with portfolio companies and investment teams to support initiatives in areas such as Responsible Investment and Human Capital.<br>• Conduct analytical projects to align key stakeholders, including portfolio executives, internal teams, and external consultants.<br>• Prepare presentations and materials for strategic meetings, such as annual general meetings or executive summits.<br>• Manage and expand executive networks by coordinating agendas and facilitating knowledge sharing among functional groups.<br>• Track and evaluate portfolio company performance using KPIs, providing actionable insights to enhance decision-making.<br>• Develop and implement improved reporting systems to support executive-level decisions.<br>• Review and refine internal workflows to increase efficiency and scalability, leveraging tools like automation where applicable.<br>• Maintain high-quality data organization within systems such as Salesforce, Power BI, and project management tools.<br>• Support responsible investment reporting by preparing required documentation and reports.<br>• Analyze data trends to create scalable models for ongoing updates and ad hoc requests.
We are looking for a Global Tax Manager to lead and oversee international tax operations for our dynamic financial services organization in Boston, Massachusetts. This role is pivotal in ensuring compliance with global tax regulations, optimizing tax strategies, and addressing legislative changes. You will collaborate with cross-functional teams and key stakeholders to drive efficiency and provide expert guidance on complex tax matters.<br><br>Responsibilities:<br>• Manage and oversee global tax compliance processes to ensure adherence to international regulations and standards.<br>• Develop and implement tax strategies that optimize financial outcomes while maintaining compliance.<br>• Monitor and analyze changes in tax legislation and advise on their potential impact on the organization.<br>• Prepare and review individual, corporate, and sales tax returns to ensure accuracy and timeliness.<br>• Collaborate with financial teams to manage foreign tax matters and address international tax complexities.<br>• Lead efforts in tax preparation, including sales and use tax filings, while identifying areas for process improvement.<br>• Provide guidance on tax-related matters to internal and external stakeholders, ensuring alignment with business goals.<br>• Utilize tax software and Microsoft Excel to streamline tax processes and enhance reporting accuracy.<br>• Train and mentor less experienced staff members on tax compliance and best practices.<br>• Partner with external auditors and consultants to facilitate tax audits and resolve related inquiries.
