An endowment in the Boston area is hiring an Associate Director for their Tax and Financial Reporting Team.
Responsibilities:
•Act as internal subject matter expert on complex asset management tax and accounting requirements and approaches.
•Work with tax team to provide timely, accurate, and complete information for preparation of tax returns, and proactively identifying new investment activity and potential tax issues throughout the year.
•Review tax returns prepared by outside consultants to ensure accuracy related to investment activities.
•Have a thorough understanding of business processes and their risk implications; be able to analyze complex situations, reach appropriate conclusions, and make value-added and practical recommendations.
•Serve as a member of Operations Strategy Committee, helping to structure and enable new investments.
•Engage with external counsel on regulatory issues when appropriate.
Qualifications:
•Bachelor’s Degree in Accounting, Finance, or related field; CPA strongly preferred.
•10 years’ experience in asset management financial and tax accounting, both liquid and illiquid strategies.
•Expertise on GAAP accounting requirements and tax rules as they apply to investment companies and private fund structures for US and International investments.
• Partnership tax experience from a hedge fund or family office required.