Lead tax operations for investment partnerships and managed accounts, manage external tax deliverables, advise on tax impacts of portfolio transactions and complex instruments, support tax allocations and reporting, coordinate with auditors and advisors, track tax law changes, strengthen controls, and drive efficiency and scalability across tax processes.
About the Role
Our client, a global investment organization with a sophisticated alternative strategies platform, is seeking a Tax Manager to join its expanding finance team. This position will play a key role in supporting investment vehicles and managed account structures through oversight of tax operations, strategic tax planning, and coordination of external service providers.
The successful candidate will work cross-functionally with investment professionals, fund operations, finance, legal, and external advisors to help ensure efficient tax reporting, strong governance practices, and effective support for tax-sensitive investment activity.
This opportunity is well suited for a motivated tax professional who enjoys operating in a fast-paced investment environment and contributing to the buildout of scalable infrastructure within a growing business.
Responsibilities
- Oversee tax-related activities for investment partnerships and managed account structures, including coordination of filings, investor reporting, and related compliance obligations.
- Review and manage tax deliverables prepared by external accounting firms and administrators.
- Provide guidance to internal stakeholders regarding the tax impact of investment activity and portfolio transactions.
- Assist in evaluating tax considerations associated with equities, fixed income instruments, derivatives, and other complex financial products.
- Support internal processes related to tax allocations, realized/unrealized gains and losses, and investment accounting matters.
- Coordinate with auditors, administrators, and external advisors to resolve reporting issues and maintain consistency across tax workstreams.
- Track changes in tax legislation, regulatory guidance, and reporting requirements relevant to investment management businesses.
- Help strengthen internal controls, operating procedures, and governance documentation related to tax operations.
- Identify opportunities to improve efficiency, reduce operational risk, and enhance reporting accuracy across tax processes.
- Participate in strategic projects and operational initiatives supporting the continued growth of the platform.
Qualifications & Preferred Experience
- 5+ years of experience within investment management tax, partnership taxation, or public accounting environments.
- Background supporting hedge funds, private funds, alternative investments, or managed account structures preferred.
- Familiarity with partnership allocations, investor reporting, and fund-related tax compliance requirements.
- Understanding of tax treatment for financial instruments including derivatives, swaps, and other structured transactions.
- Ability to interpret complex tax matters and communicate implications effectively to both technical and non-technical stakeholders.
- Experience working alongside external accounting firms, fund administrators, and audit teams.
- CPA designation and/or advanced taxation degree preferred.
- Strong analytical, organizational, and problem-solving capabilities.
- Advanced Excel proficiency and comfort working with large financial datasets.
- Ability to manage competing priorities while operating effectively in a collaborative team environment.
Similar Jobs
Artificial Intelligence
Lead administration and architecture of the GTM tech stack (primary HubSpot), design scalable processes and integrations across Sales, Marketing, and Customer Success, troubleshoot cross-system issues, run tool evaluations, and drive data-informed process improvements to optimize lead-to-revenue workflow.
Top Skills:
HubspotHubspot Service Hub
Artificial Intelligence • Cloud • Security • Software • Cybersecurity
Serve as the primary technical contact for partner developers, advising on OAuth, OpenTelemetry, log pipelines, and integration architecture; perform code reviews and quality checks, troubleshoot via Zendesk/Slack, maintain docs and JIRA, and collaborate with Product and Engineering to improve the Integration Developer Platform.
Top Skills:
APIsCloud InfrastructureDatadogDatadog Integration Developer PlatformDatadog MarketplaceGoJIRALinuxLogsMetricsOauthOpentelemetryPythonSlackTracesZendesk
Artificial Intelligence • Big Data • Healthtech • Biotech • Pharmaceutical
Lead People operations, design and scale performance, promotion, compensation, and benefits programs, drive AI-native people systems and processes, partner with leaders on organizational strategy, manage vendors, and coach managers through complex people matters.
What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
- Key Industries: Artificial intelligence, biotechnology, robotics, software, aerospace
- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Summit Partners, Volition Capital, Bain Capital Ventures, MassVentures, Highland Capital Partners
- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
