Job Details

Senior - National Federal Tax - Investment Management - Financial Products

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Job Type


Years of Experience

Min 3 yrs required


Boston, MA

Date Last Verified

Oct 16,2017

Posted on

Jul 13,2017
Practice Area
Tax >> Tax - General
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Senior - National Federal Tax - Investment Management - Financial Products The candidate will assist with the development and use of custom technology tools related to the complex tax analysis and reporting needs of financial products. Will assist with the design and implementation of proprietary technologies. Provide training and ongoing support to tax compliance teams. Provide tax services by utilizing proprietary technology tools. Supervise engagement teams and work with Managers and Senior Managers to provide day-to-day guidance to junior staff. Coordinate assignments between US and US-India offices. Should have a Bachelor's degree in accounting, finance, or other business-related field. An advanced degree (e.g., MST or J.D.) is preferred. CPA, enrolled agent, or other appropriate certification is required or be eligible. Must have 3+ years of tax experience. Hedge fund or mutual fund tax experience is preferred. Should have knowledge of equities, derivatives, debt, and/or PFICs and the common tax issues related to trading them, such as wash sales, constructive sales, straddles, market discount, OID, and MTM. Prior experience in the implementation and/or design of tax technology solutions a plus. Familiarity with portfolio accounting systems (i.e. Advent Geneva, InvestOne, etc.) is an asset. Big 4 experience or comparable is desired.

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Requisition code: E18NATTSRCRK012-FP

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