Director of Finance

7 days ago


Boston, United States Robert Half Full time
Job DescriptionJob 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.

Keys:

  1. 10+ years overall experience 
  2. Straight public (TAX); Big 4 preferred OR Public/Private
  3. Asset Management, Hedge Funds, Financial Services industry experience 
  4. 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.




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