Global Fund Tax Manager - Boston; Hybrid

Global Fund Tax Manager - Boston (Hybrid!)

A leadinglobal investment firm is seeking a Global Fund Tax Manager to join their growing team! This role sits on a high-impact Global Fund Tax team responsible for tax compliance and advisory across a range of investment vehicles, including mutual funds, REITs, and private funds.

Compensation: $,000 + bonus

What You’ll Do

• Serve as a subject matter expert on complex North American fund tax matters, including private funds and alternative investments
• Support tax compliance processes and governance frameworks
• Partner with internal teams (Portfolio Management, Legal, Product) on tax strategy and planning
• Identify and mitigate tax risks across complex fund structures
• Lead projects focused on process improvement, automation, and operational efficiency
• Manage external service providers and drive strategic tax initiatives

Qualifications

• 7+ years of tax experience, within investment funds
• Open to public accounting and/or private industry candidates!
• Advanced degree in Tax, Accounting, Finance, or related field
• CPA required
• Strong knowledge of complex fund structures and alternative investments required
• Experience with data/automation tools (Alteryx, Power BI, Tableau) is a plus

For immediate consideration, please reach out directly to Kelly Lucey at

#LI-KH1
#LI-Hybrid