Tax Specialist

2 days ago


Boston, Massachusetts, United States Bracebridge Capital Full time
Job Title: Tax Specialist

Bracebridge Capital, LLC is a leading hedge fund manager with a significant presence in the global fixed income markets. Our team is dedicated to delivering exceptional results and fostering a collaborative culture that rewards innovation and expertise.

Key Responsibilities:
  • Prepare and review tax deliverables for the Bracebridge funds, including onshore and offshore master-feeder fund structures.
  • Compute partnership taxable income, book and tax allocations, tax estimates, Schedule K-1s, and tax returns.
  • Prepare Forms 926, 8858, 8865, 8886, 5471, and W-8, as well as other required tax filings.
  • Analyze and identify book-to-tax differences, including wash sales, PFICs, bond bifurcation, and accretion/amortization of discount/premium.
  • Document tax and accounting policies and procedures.
  • Assess and evaluate reporting processes and systems to ensure they are efficient and effective.
Requirements:
  • BA degree in accounting or finance.
  • CPA, MST, or working towards a CPA or MST preferred.
  • A minimum of 3-5 years of financial services experience with exposure to the taxation of financial products and hedge/mutual funds or investment companies.
  • Knowledge of fixed income securities, derivatives, and complex financial instruments.
  • Proficient with software, including advanced MS Excel.
  • Knowledge of Total Return accounting system (an SS&C Globe-Op platform) a plus.
What We Offer:
  • A dynamic and collaborative work environment.
  • Opportunities for professional growth and development.
  • A competitive compensation package.


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