Fund Solutions, Senior Tax Associate

Senior Tax Associate – Fund Solutions Team (Boston, MA)

Cambridge Associates ("CA") is a leading global investment firm dedicated to helping endowments and foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate out performance. The Fund Solutions team supports a broad range of clients and internal stakeholders around the investment fund business.

• 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 work papers, 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.
• 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.
• 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 raise 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.
• Support senior management and take on additional tasks or projects as needed as part of the broader Fund Solutions team.

• 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, 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.
• Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.

Base salary range: $81,200–$105,600 per year, plus an annual performance‑based bonus and a comprehensive benefits package.

The firm is committed to equal employment opportunity and will not discriminate based on race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status.