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Senior Tax Associate, Private Equity / Real Estate

  • Location:

    Boston

  • Sector:

    Accountancy & Finance

  • Job type:

    Permanent

  • Salary:

    Negotiable

  • Contact:

    Natalie Sreckovic

  • Contact email:

    Natalie.Sreckovic@oliverjames.com

  • Job ref:

    JOB-052025-278902_1751471386

  • Published:

    about 14 hours ago

  • Expiry date:

    2025-08-01

SENIOR TAX ASSOCIATE:


Role: Critical member of the finance team at a $40B AUM investment management firm.


Focus: Assist the Controller with tax estimates, complex allocations, book-to-tax adjustments, annual K-1 reporting, and individual tax matters.


Collaboration: Work closely with senior management, the broader finance team, and third-party tax advisors.

Responsibilities:

  • Tax Processes: Manage tax estimates and K-1 processes; produce quarterly taxable income numbers.

  • Allocations: Prepare/review complex taxable income allocations and evaluate corporate/book numbers for tax adjustments.

  • Individual Tax: Support individual tax compliance and planning activities as needed.

  • Liaison: Act as a liaison between the firm, internal tax team, and external tax firm.

  • Improvement: Partner with the finance team to enhance tax reporting and provide insights.

  • Implementation: Implement best-in-class tax processes, new policies, and leverage technology to support the tax function.

  • Tech Enablement: Technical skills are preferred to support process automation and continuous improvement efforts.

Competencies:

  • Self-Starter: Ability to work independently and in a team.

  • Adaptability: Manage competing priorities in a dynamic environment.

  • Consistency: Meet deadlines with quality work.

  • Communication: Effective interaction with senior management and external parties.

  • Professionalism: Energetic attitude contributing positively to the organization's culture.

Requirements/Qualifications:

  • Education: Bachelor's in Accounting required; advanced degree or certification a plus.

  • Experience: 3-5 years in a corporate or tax role, preferably in private equity or financial services.

  • Knowledge: Strong understanding of corporate, partnership, and individual tax, as well as IRS guidelines.

  • Skills: Advanced MS Excel, Oracle NetSuite or equivalent; experience with Power BI is a plus.

  • Location: Boston, MA (Hybrid).

REACH OUT TO natalie.sreckovic@oliverjames.com IF INTERESTED

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