Partnership Tax Specialist – Direct Investment Strategies
We’re partnering with a highly active investment management firm seeking a Partnership Tax Specialist to support the tax operations and reporting tied to the management company’s direct investment strategies. This is a unique opportunity to work closely with finance, investment, and external tax teams while gaining broad exposure across complex partnership structures and investment activity.
This role is ideal for someone who enjoys working in a fast-paced investment environment and wants to be deeply involved in the operational and tax side of private investments, carried interest structures, and management company activities.
What You’ll Be Doing
- Support tax compliance and reporting for the management company and affiliated investment entities
- Assist with partnership allocations, K-1 coordination, and investor tax reporting processes
- Track and maintain investment activity related to direct/co-investment strategies and internal investment vehicles
- Partner with external tax advisors during quarterly and annual tax filings
- Prepare supporting schedules, reconciliations, and workpapers for partnership and entity-level reporting
- Coordinate with finance and investment teams on capital activity, distributions, and investment transactions
- Help improve internal processes, reporting workflows, and data management related to tax operations
- Participate in ad hoc analysis tied to new investment structures, tax planning initiatives, and special projects
What They’re Looking For
- 1–4+ years of experience in partnership tax, fund accounting, public accounting, or financial services
- Exposure to partnership structures, investment entities, or alternative asset management environments preferred
- Strong analytical mindset with advanced Excel and data management skills
- Ability to manage multiple priorities and work collaboratively across teams
- Detail-oriented, organized, and comfortable operating in a dynamic environment
- Bachelor’s degree in Accounting, Finance, or related field preferred
This is an excellent opportunity for someone looking to build specialized experience at the intersection of partnership tax, investment operations, and direct investing while working alongside a collaborative and high-performing team.
Pay: $75,000.00 - $110,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- 403(b)
- Commuter assistance
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- On-site gym
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Tuition reimbursement
- Vision insurance
Education:
Location:
- Boston, MA 02110 (Preferred)
Work Location: Hybrid remote in Boston, MA 02110
