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Job Title: Tax Manager – Private Equity Funds - Boston, MAPosition 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
[email protected].Seniority level
- Seniority levelMid-Senior level
Employment type
Job function
- Job functionAccounting/Auditing and Finance
- IndustriesStaffing and Recruiting
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