• Location: Boston MA
• Type: Perm
• Job #25652

Company Overview:
An endowment in the Boston area his hiring a Senior Tax Analyst to join its Operations team. This role will focus on maximizing tax efficiency and managing compliance for the institution’s investment entities.

Job Responsibilities:

• Partner with the Associate Director of Finance and university tax team to provide timely, accurate, and complete information for preparation of tax returns.
• Conduct in-depth research and work with the Associate Director of Finance to recommend options to facilitate tax structuring decisions.
• Assist in the review of tax returns prepared by outside consultants to ensure accuracy related to investment activities.
• Partner with the Associate Director of Finance to build out a tax and regulatory compliance calendar and tax return control tools to ensure comprehensive and timely filings.
• Lead review of data compiled for tax transparency tools.
• Support ongoing monitoring, projection and analysis of investment income excise taxes and taxes related to UBTI.
• Facilitate required regulatory and rating agency reporting regarding US and non-US investments, as appropriate.
• Work with the Associate Director of Finance to ensure timely completion of audits 

Qualifications:

• Bachelor’s degree in accounting, finance, or related field required; CPA strongly preferred.
• 5 to 7 years’ experience required in the preparation of tax returns for private investment funds.
• Knowledge of tax regulations and conventions as they apply to private fund structures.
• Financial accounting experience and knowledge of GAAP accounting requirements related to investment funds is a plus.
• Experience doing tax research projects or with tax structuring decisions.
• Ability to read and understand investment fund constituent documents as they relate to tax and allocation provisions.
• Strong Microsoft Office skills.
• Ability to work from the office 2-4 days per week, eventually settling into a hybrid work schedule. 

Compensation:
Salary: $120,000 – $140,000, Plus Bonus