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Daley And Associates, LLC

Tax Associate (Hybrid, Boston)

Daley And Associates, LLC, Boston, Massachusetts, us, 02298

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Tax Associate (Hybrid, Boston) Our client is a successful privately owned RE investment management firm in Boston and they are searching for a 3-5+ year Tax Associate to join their team! This role will pay 100-120K base plus bonus.

Responsibilities

Calculate taxable income and tax basis for entities including partnerships, corporations, REITs, and funds

Review federal and state tax returns

Prepare quarterly and annual REIT compliance testing

Calculate extensions and quarterly estimated tax payments

Determine E&P for corporate entities

Deliver trial balances, schedules, and calculations to third-party tax preparers

Review property activity for potential REIT compliance issues

Prepare annual 1099-DIV forms and state withholding exemption vouchers

Research tax laws and regulations to determine applicability and filing requirements

Coordinate distribution of deliverables to tax authorities, partners, and internal departments

Qualifications

Bachelor’s degree in Accounting or related field

3+ years of tax experience with partnerships and REITs, public accounting backgrounds must have worked with RE clients

Proficiency in Microsoft Excel and MS Office Suite

Experience with CCH Intelliconnect and BNA Fixed Assets a plus

CPA preferred

This is a full-time opportunity that is offering a strong compensation package and a hybrid work schedule. If you’re interested in the Tax Associate role, please submit your resume to Hali Siegel at Hsiegel@daleyaa.com.

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