Cambridgeassociates
Fund Solutions, Senior Tax Associate
Boston · Senior
Sponsorship not specifiedDetected 13 days ago
AccountingExcelTaxResearchTime ManagementMicrosoft Office
About the role
- Cambridge Associates ("CA") is a leading global investment firm.
- Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania.
- Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.
Responsibilities
- Work with third-party service providers to oversee K-1 compilation and support the accuracy and completeness of tax documents gathered and analyzed for tax returns and K-1s.
- Perform detailed reviews of tax workpapers, allocations, fund K-1s, and tax returns prepared by third-party providers.
- Review partner demographic information for accuracy and completeness.
- Assist with collecting and tracking tax documents from fund managers related to CA's investments in private equity and hedge funds, in coordination with CA's tax advisor.
- Communicate with fund managers regarding questions related to tax documents.
- Participate in regular meetings and communicate with external vendors to support timely delivery of tax compliance work.
- Maintain and update trackers, keep the Tax Manager informed of progress, and escalate concerns or obstacles to support timely completion of the tax lifecycle.
- Perform tax research across federal, state and local, and international tax matters, and stay current on regulatory and tax law developments affecting the funds.
- include reviewing tax compliance deliverables, coordinating with internal teams and external service providers, and managing tax cycles to support timely federal, state, and international tax filings.
Requirements
- Strong time management skills, including the ability to multitask and meet deadlines, are critical to success in this role.
- Base salary range for this role:
Nice to have
- Review federal, state, and international tax notices and coordinate with internal teams and external tax advisors to resolve notices and facilitate any required payments to tax authorities.
- Assist with federal and state tax audits, as applicable.
- 5+ years of public accounting or tax experience, with hedge fund and private equity industry experience strongly preferred.
- Bachelor's degree in accounting, finance, tax, or a related field.
- CPA and/or MST preferred.
- State and local or international tax experience is a plus.
- Shows enthusiasm for leveraging automation and AI tools to simplify and streamline tax workflows, improve accuracy, and enhance team efficiency and scalability.
- Demonstrated integrity, accuracy, dependability, enthusiasm, and confidentiality.
Compensation
- 81200 Pay Range Maximum:
- In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
- Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.
Company info
- Support senior management and take on additional tasks or projects as needed as part of the broader Fund Solutions team.
- We are seeking a trustworthy, detail-oriented individual with a strong work ethic, a collaborative mindset, and the ability to build strong working relationships internally and externally.
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