Senior Tax Analyst
Due to growth, a new Tax Team has been established within our partner, a major University endowment, who is looking to hire a Senior Tax Analyst to join and help with both investment/tax strategy as well as research in support of the University Finance department, reporting to the VP of Finance. This is a great, highly visible tax role supporting one of the most sophisticated institutional investment environments in the country. This is a rare opportunity to help shape a growing tax function while working on complex investment, compliance, and strategy matters tied to a world-class organization. Anyone with institutional tax experience as a Tax Senior, Supervisor, or Manager are encouraged to apply.
Key Details
- Work arrangement: Hybrid, with 3 days onsite in Cambridge, MA / 2 days remote
- Compensation: $130,000-$140,000 base salary
- Bonus & Benefits: $10,000-$20,000 annual bonus, based on individual and organizational performance. There are also exceptional benefits for the full-time University staff
Why This Job is Awesome / Your Impact
This is not a routine tax role. You'll join a newly built tax function supporting a major institutional investment operation and work directly on meaningful tax research, compliance, reporting, and strategy initiatives.
You'll have the chance to make a real impact in a growing team environment where the work is broad, high-level, and intellectually engaging. If you enjoy solving complex tax questions, operating with autonomy, and helping build processes in a dynamic setting, this role offers a strong mix of visibility, challenge, and long-term career value.
Responsibilities
- Partner with finance and tax leadership to support preparation and review of tax filings tied to investment entities
- Assist with tax compliance and reporting across a variety of domestic and international structures
- Review returns prepared by outside advisors and consultants for accuracy and completeness
- Conduct tax research and help evaluate implications of new investments, structures, and jurisdictions
- Support reporting related to net investment income, excise tax exposure, and unrelated business taxable income
- Help build and improve tax calendars, controls, and filing processes for a growing function
- Collaborate cross-functionally with accounting, operations, and reporting teams
- Contribute to audit support and regulatory reporting activities
- Help ensure accurate financial reporting tied to investment-related tax matters
Required Qualifications
- 6+ years of tax experience, ideally including private investment fund, institutional, or complex partnership tax work
- Experience preparing or reviewing tax returns such as partnerships and other investment-related filings
- Strong understanding of tax treatment across investment vehicles and fund structures
- Experience working with external tax preparers, auditors, or consultants
- Strong research skills and the ability to analyze complex tax issues
- Comfortable working in a less structured, build-oriented environment
- Bachelor's degree in Accounting, Finance, or a related field
Strongly Preferred Qualifications
- CPA
- Public accounting background, ideally with strong tax training
- Experience in institutional investment, endowment, fund, or related financial environments
- Exposure to liquid and illiquid investment structures
- Familiarity with GAAP accounting considerations tied to investment funds
- Experience supporting tax structuring decisions and regulatory compliance processes
Disclaimer: There are no costs for candidates utilizing our services as our clients pay for all related hiring fees. All ProPivotal job postings are either actual positions we had available at the time of posting and/or are representative of positions we typically fill or expect to fill. If you see a job that interests you, respond to the ad or give us a call so that we can help you find a job you'll love. As one of the area's largest staffing firms, we help 2,500 people find jobs a year so chances are good that we can help you too.
ProPivotal is an equal opportunity employer and considers qualified applicants for employment regardless of race, gender, gender identity, gender expression, age, color, religion, disability, veteran's status, sexual orientation, or any other protected factor.
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