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Robert Half Director of Finance & Tax - Investments in Boston, Massachusetts

Description

Director of Finance and Tax

Boston Area

Total comp range: $200-250k

Established investment organization in the Boston Area is needing to add a senior level Tax and Finance professional onto the team. Great role for someone that has a strong Investment Tax background, but wishes to broaden their duties and experience.

This is a great opportunity to help handle financial reporting of investments, manage risk and filings, collaborate with cross-departmental teams to resolve tax or investment structuring issues, and assist in preparing tax returns for investment entities.

The role is best suited for someone in asset management tax and accounting looking to work closely with the internal/external tax team, providing information for tax returns and identifying potential tax issues. The individual will be involved with regulatory and rating reporting, be responsible for audits for the org's investments, and liaise with Management Company (Corporate) teams about matters related to investment accounting. Additionally, the candidate will review tax returns prepared by consultants, maintain analysis for ongoing estimates of investment income excise taxes, and build relationships with external investment managers.

Great culture and a hybrid schedule exists with this org. The role reports directly to the CFO.

Requirements

Keys:

  • 10+ years overall experience

  • Straight public (TAX); Big 4 preferred OR Public/Private

  • Asset Management, Hedge Funds, Financial Services industry experience

  • CPA, MST, MBA etc. +

Outstanding communication skills are needed for effectively communicating regulatory, financial, and tax impacts. The ideal candidate should be knowledgeable of derivative strategies, fair value financial reporting principles, the preparation of various tax returns, and capable of managing external tax preparers and consultants.

Compensation and benefits are very good. $200-250k plus good health and retirement.

Basic relocation assistance could be offered to someone not yet in Boston.

Interested candidates should apply here but can also connect with John Bresnahan on LinkedIn for further emphasis of interest.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

© 2024 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .

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