Tax Analyst

Description We are looking for a highly skilled Tax Analyst to join our team in Cambridge, Massachusetts. In this role, you will play a pivotal part in ensuring tax compliance, managing investment-related tax liabilities, and supporting accurate financial reporting. Your expertise will contribute to regulatory adherence and help maintain the financial integrity of a substantial investment portfolio.

Responsibilities :

• Collaborate with finance leadership and tax teams to gather and provide accurate data for tax return preparation.
• Review and analyze tax returns prepared by external consultants to ensure compliance with investment-related tax regulations.
• Partner with financial accounting teams to address investment accounting matters and support the preparation of detailed annual reports.
• Monitor, project, and analyze excise taxes related to investment income to ensure accurate tax planning.
• Oversee regulatory filings and reporting for both domestic and international jurisdictions, ensuring adherence to all applicable requirements.
• Ensure timely completion of audits for investment entities and managed affiliates to maintain compliance and operational efficiency.
• Assist in preparing financial statements for investment entities, ensuring accuracy and regulatory compliance.
• Support retirement and welfare benefit plan compliance efforts by addressing tax-related matters.
• Contribute to risk management by identifying and addressing potential regulatory risks related to investments. Requirements
• 4+ yrs overall exp. (public or direct industry exp from a firm or admin firm)
• MUST have K-1s via Asset Mgmt., Hedge Funds, Private Equity industry exp. PFICs etc.
• CPA, MST, MBA etc. is a huge +
• Outstanding communication skills for internal / external groups.

Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract / temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract / temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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