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Tax Analyst

United States, Cambridge · Job Posted January 08, 2026
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Job Description

We are looking for a highly skilled Tax Analyst to join our team in Cambridge, Massachusetts. In this role, you will play a pivotal part in ensuring tax compliance, managing investment-related tax liabilities, and supporting accurate financial reporting. Your expertise will contribute to regulatory adherence and help maintain the financial integrity of a substantial investment portfolio.

Job Responsibility

  • Collaborate with finance leadership and tax teams to gather and provide accurate data for tax return preparation
  • Review and analyze tax returns prepared by external consultants to ensure compliance with investment-related tax regulations
  • Partner with financial accounting teams to address investment accounting matters and support the preparation of detailed annual reports
  • Monitor, project, and analyze excise taxes related to investment income to ensure accurate tax planning
  • Oversee regulatory filings and reporting for both domestic and international jurisdictions, ensuring adherence to all applicable requirements
  • Ensure timely completion of audits for investment entities and managed affiliates to maintain compliance and operational efficiency
  • Assist in preparing financial statements for investment entities, ensuring accuracy and regulatory compliance
  • Support retirement and welfare benefit plan compliance efforts by addressing tax-related matters
  • Contribute to risk management by identifying and addressing potential regulatory risks related to investments

Requirements

  • 4+ yrs overall exp. (public or direct industry exp from a firm or admin firm)
  • MUST have K-1s via Asset Mgmt., Hedge Funds, Private Equity industry exp. PFICs etc.
  • CPA, MST, MBA etc. is a huge +
  • Outstanding communication skills for internal/external groups

Nice to have

CPA, MST, MBA etc. is a huge +

What we offer

  • medical, vision, dental, and life and disability insurance
  • eligible to enroll in our company 401(k) plan
  • free online training

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