Tax Associate

BFIM Overview

Boston Financial Investment Management, LP is one of the largest multi-family investment managers of affordable housing in the U.S. The firm specializes in affordable housing tax credit investment syndication and asset management. Founded in 1969, our company has focused on providing exceptional client service to its investors and developer partners and has built one of the most experienced management teams in the industry.

At Boston Financial we work side by side with investors and developers to make successful LIHTC investments in high quality assets that create safe and attractive affordable housing opportunities in urban and rural communities across the US.

Boston Financial has invested over $13.1 billion of equity in LIHTC properties since 1986 and currently manages a $7.3 billion portfolio comprising over 1,150 properties and 114,000 units, making us one of the largest and most experienced syndicators in the tax credit industry. Boston Financial is a wholly owned subsidiary of ORIX Corporation USA, a subsidiary of ORIX Corporation, a publicly held company.

Boston Financial's mission is to be the most respected investment manager of affordable housing, as we maximize long-term value for stakeholders and foster a culture of collaboration, fiduciary responsibility, and exceptional client service – values we live every day.

As a Tax Associate you will be part of a team that works in a collaborative, challenging, and supportive environment. You will be responsible for preparing tax work papers, Federal and state tax returns, and internal reporting using Excel workbooks and Boston Financial proprietary software. You will serve as a primary contact for Federal and state taxing authorities as well as others across various company functional groups using your strong communication and problem-solving skills to gather information, address questions, and provide the highest quality service and deliverables.

In addition, you will have some tax accounting responsibilities and be responsible for various projects.

This position is located at the Boston Financial headquarters in Boston, MA.

Travel required:

• Meet Investor Service and Investor Limited Partner deliverable requirements, including, providing accurate draft tax return/K1 info during tax season pursuant to an agreed-upon due date schedule for approximately 150 funds.
• Prepare tax work papers including partnership allocations and tax basis capital schedules, and maintain our information database.
• Prepare Federal and state partnership and corporate tax returns, including state apportionment information for approximately 400 entities, including approximately 2,200 state filings.
• Due to the dynamic and cyclical nature of the responsibilities of this position, individuals in this role must be flexible with the ability to work overtime, as required.

• Associated degree required, Accounting preferred
• 0-3 years finance, accounting, or related experience; graduate-level education may count toward experience
• Highly motivated and resilient, able to handle cyclical workloads with peak periods of high demand
• Ability to interact appropriately, and communicate effectively, with a wide range of individuals including peers, subordinates, senior management, federal and state agents, and others
• Ability to anticipate, pivot, adapt, and remain professional through sometimes tense situations
• Strong verbal and written communication skills
• Curious with the desire to continuously learn
• Ability to work effectively independently and as a team member
• Ability to balance multiple projects and meet firm deliverable deadlines
• Keen attention to detail
• Highly developed organizational skills
• Strong and pro-active problem-solving skills
• Proficiency with MS Office:
  Outlook, Word, Excel

• Financial and/or tax reporting experience
• Understanding of general accounting principles
• Basic project management skills
• General tax return preparation and tax accounting experience (public preferred)
• Federal and state “partnership” tax return preparation experience
• Multi-state tax return preparation experience
• Real estate…