Daley And Associates, LLC
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Job Title: Tax Manager – Private Equity Funds - Boston, MA
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
Position Overview:
Our client is seeking a highly experienced
Tax Manager
for their tax team to support the full spectrum of tax compliance and reporting functions for their private equity investment structures. The successful candidate will bring a deep understanding of fund structuring, complex investments, and cross-border taxation, and work closely with internal stakeholders across finance, legal, and operations to implement and maintain tax-efficient strategies.
Key Responsibilities:
Oversee the preparation and review of tax returns for partnerships and investment entities, ensuring compliance with U.S. federal, state, and international tax laws. Manage the preparation and review of Schedule K-1s and investor tax packages, ensuring accurate and timely income allocation and reporting. Lead the timely filing of all fund and entity-level tax compliance reports. Advise on tax-efficient structuring for new fund formations, acquisitions, and investment exits. Analyze the tax implications of investment transactions, including carried interest, UBTI, and treaty applications. Provide strategic tax planning support to optimize investment and operational outcomes. Coordinate investor tax reporting and respond to related inquiries. Structure capital calls, distributions, and debt arrangements in a tax-efficient manner. Monitor and assess the impact of domestic and international tax law changes on fund operations. Collaborate cross-functionally to implement tax strategies and ensure compliance across teams. Manage relationships with external tax advisors, auditors, and regulatory bodies.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field; CPA, JD, or MST preferred. 4–6 years of tax experience, preferably within private equity, asset management, or partnership taxation. Deep understanding of private equity tax issues, including carried interest, distribution mechanics, debt-financing rules, and cross-border tax regimes. Demonstrated experience with Schedule K-1s and partnership tax compliance. Strong analytical and problem-solving skills with the ability to navigate complex tax matters. Proficient in tax preparation software and Microsoft Office Suite. Excellent communication skills, capable of effectively engaging with investors and internal stakeholders. Strong organizational skills with an ability to manage multiple priorities and deadlines. Self-motivated and detail-oriented, with a proactive approach to identifying and resolving issues.
To learn more, please send your resume to Kyle Archer at
karcher@daleyaa.com .
Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionAccounting/Auditing and Finance IndustriesStaffing and Recruiting Referrals increase your chances of interviewing at Daley And Associates, LLC by 2x Get notified about new Tax Manager jobs in
Boston, MA . Acton, MA $130,000.00-$155,000.00 2 weeks ago Acton, MA $128,000.00-$158,000.00 2 weeks ago Acton, MA $131,000.00-$160,000.00 1 week ago Boxborough, MA $120,000.00-$168,000.00 2 weeks ago Norwood, MA $145,000.00-$180,000.00 1 week ago Tax Manager, Small Businesses & Individuals Acton, MA $50,000.00-$100,000.00 3 weeks ago Boston, MA $120,000.00-$170,000.00 2 weeks ago Tax Manager / Sr Manager - Family OfficeMergers and Acquisition Tax, Senior Manager Boston, MA $124,000.00-$335,000.00 1 month ago Acton, MA $131,000.00-$160,000.00 1 week ago Boston, MA $125,000.00-$160,000.00 2 weeks ago Acton, MA $121,000.00-$140,000.00 2 weeks ago Andover, MA $125,000.00-$160,000.00 2 weeks ago Acton, MA $131,000.00-$160,000.00 1 week ago Greater Boston $125,000.00-$150,000.00 2 days ago Senior Director, Global Tax Reporting and Operations (HYBRID or REMOTE)Tax Operations Manager (Accounting Firm) Acton, MA $131,000.00-$160,000.00 1 week ago Manager, Tax (Multiple Positions), Boston, MA.Manager, Tax (Multiple Positions), Boston, MA Acton, MA $130,000.00-$160,000.00 5 days ago Acton, MA $131,000.00-$160,000.00 1 week ago Boxborough, MA $126,000.00-$156,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.
Position Overview:
Our client is seeking a highly experienced
Tax Manager
for their tax team to support the full spectrum of tax compliance and reporting functions for their private equity investment structures. The successful candidate will bring a deep understanding of fund structuring, complex investments, and cross-border taxation, and work closely with internal stakeholders across finance, legal, and operations to implement and maintain tax-efficient strategies.
Key Responsibilities:
Oversee the preparation and review of tax returns for partnerships and investment entities, ensuring compliance with U.S. federal, state, and international tax laws. Manage the preparation and review of Schedule K-1s and investor tax packages, ensuring accurate and timely income allocation and reporting. Lead the timely filing of all fund and entity-level tax compliance reports. Advise on tax-efficient structuring for new fund formations, acquisitions, and investment exits. Analyze the tax implications of investment transactions, including carried interest, UBTI, and treaty applications. Provide strategic tax planning support to optimize investment and operational outcomes. Coordinate investor tax reporting and respond to related inquiries. Structure capital calls, distributions, and debt arrangements in a tax-efficient manner. Monitor and assess the impact of domestic and international tax law changes on fund operations. Collaborate cross-functionally to implement tax strategies and ensure compliance across teams. Manage relationships with external tax advisors, auditors, and regulatory bodies.
Qualifications:
Bachelor's degree in Accounting, Finance, or a related field; CPA, JD, or MST preferred. 4–6 years of tax experience, preferably within private equity, asset management, or partnership taxation. Deep understanding of private equity tax issues, including carried interest, distribution mechanics, debt-financing rules, and cross-border tax regimes. Demonstrated experience with Schedule K-1s and partnership tax compliance. Strong analytical and problem-solving skills with the ability to navigate complex tax matters. Proficient in tax preparation software and Microsoft Office Suite. Excellent communication skills, capable of effectively engaging with investors and internal stakeholders. Strong organizational skills with an ability to manage multiple priorities and deadlines. Self-motivated and detail-oriented, with a proactive approach to identifying and resolving issues.
To learn more, please send your resume to Kyle Archer at
karcher@daleyaa.com .
Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionAccounting/Auditing and Finance IndustriesStaffing and Recruiting Referrals increase your chances of interviewing at Daley And Associates, LLC by 2x Get notified about new Tax Manager jobs in
Boston, MA . Acton, MA $130,000.00-$155,000.00 2 weeks ago Acton, MA $128,000.00-$158,000.00 2 weeks ago Acton, MA $131,000.00-$160,000.00 1 week ago Boxborough, MA $120,000.00-$168,000.00 2 weeks ago Norwood, MA $145,000.00-$180,000.00 1 week ago Tax Manager, Small Businesses & Individuals Acton, MA $50,000.00-$100,000.00 3 weeks ago Boston, MA $120,000.00-$170,000.00 2 weeks ago Tax Manager / Sr Manager - Family OfficeMergers and Acquisition Tax, Senior Manager Boston, MA $124,000.00-$335,000.00 1 month ago Acton, MA $131,000.00-$160,000.00 1 week ago Boston, MA $125,000.00-$160,000.00 2 weeks ago Acton, MA $121,000.00-$140,000.00 2 weeks ago Andover, MA $125,000.00-$160,000.00 2 weeks ago Acton, MA $131,000.00-$160,000.00 1 week ago Greater Boston $125,000.00-$150,000.00 2 days ago Senior Director, Global Tax Reporting and Operations (HYBRID or REMOTE)Tax Operations Manager (Accounting Firm) Acton, MA $131,000.00-$160,000.00 1 week ago Manager, Tax (Multiple Positions), Boston, MA.Manager, Tax (Multiple Positions), Boston, MA Acton, MA $130,000.00-$160,000.00 5 days ago Acton, MA $131,000.00-$160,000.00 1 week ago Boxborough, MA $126,000.00-$156,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr