Daley And Associates, LLC
Global Fund Tax Manager | Boston, MA | $145K–$160K Base + Bonus
Daley And Associates, LLC, Boston, Massachusetts, us, 02298
Global Fund Tax Manager – Boston, MA
Compensation:
$145,000–$160,000 Base + Bonus
A leading global investment management organization is seeking a
Global Fund Tax Manager
to support tax compliance, advisory, and operational initiatives across a diverse investment platform.
Key Responsibilities
Serve as a subject matter expert on complex North American operational fund tax matters, including private funds, alternative investments, and non-traditional product structures.
Support and oversee complex fund tax compliance processes and governance frameworks.
Identify tax issues impacting sophisticated fund structures and collaborate with internal and external advisors to support business objectives.
Provide periodic and ad-hoc tax planning support to portfolio management teams.
Advise on operational and strategic tax matters, including internal process development and risk mitigation.
Lead and support projects focused on process improvement, automation, and operational efficiency.
Manage relationships with external tax service providers and advisors.
Lead change initiatives and educate cross-functional teams on tax best practices.
Communicate complex tax concepts clearly to both tax and non-tax stakeholders.
Key Qualifications
Master’s degree in Tax, Accounting, Finance, or Law.
7+ years of tax experience, preferably focused on investment funds or asset management.
CPA, CA, or ACCA strongly preferred.
Deep expertise in complex retail and private investment fund structures.
Strong understanding of securities, alternative investments, and evolving asset classes.
Experience with process improvement methodologies; Lean Six Sigma or similar credentials a plus.
Strong data analysis skills and experience with tools such as Alteryx, Power BI, or Tableau.
If interested, please apply here or email
Devin Callahan
at
dcallahan@daleyaa.com .
#J-18808-Ljbffr
$145,000–$160,000 Base + Bonus
A leading global investment management organization is seeking a
Global Fund Tax Manager
to support tax compliance, advisory, and operational initiatives across a diverse investment platform.
Key Responsibilities
Serve as a subject matter expert on complex North American operational fund tax matters, including private funds, alternative investments, and non-traditional product structures.
Support and oversee complex fund tax compliance processes and governance frameworks.
Identify tax issues impacting sophisticated fund structures and collaborate with internal and external advisors to support business objectives.
Provide periodic and ad-hoc tax planning support to portfolio management teams.
Advise on operational and strategic tax matters, including internal process development and risk mitigation.
Lead and support projects focused on process improvement, automation, and operational efficiency.
Manage relationships with external tax service providers and advisors.
Lead change initiatives and educate cross-functional teams on tax best practices.
Communicate complex tax concepts clearly to both tax and non-tax stakeholders.
Key Qualifications
Master’s degree in Tax, Accounting, Finance, or Law.
7+ years of tax experience, preferably focused on investment funds or asset management.
CPA, CA, or ACCA strongly preferred.
Deep expertise in complex retail and private investment fund structures.
Strong understanding of securities, alternative investments, and evolving asset classes.
Experience with process improvement methodologies; Lean Six Sigma or similar credentials a plus.
Strong data analysis skills and experience with tools such as Alteryx, Power BI, or Tableau.
If interested, please apply here or email
Devin Callahan
at
dcallahan@daleyaa.com .
#J-18808-Ljbffr