Strategic Tax Leader for Hedge Fund & Venture Platform
Daley And Associates, LLC
Tax Manager | Hedge Fund & Venture Platform Our client, a highly regarded investment firm with a sophisticated hedge fund and venture fund platform, is seeking a Tax Manager to lead and oversee the tax function across their fund complex. This is a high-visibility role, providing strategic oversight, managing external advisors, and ensuring compliance across multiple funds. What You’ll Do: Lead the preparation and review of federal, state, and local tax workpapers, partner allocations, estimates, and projections Oversee complex tax adjustments, including wash sales, constructive sales, straddles, and PFICs Manage relationships with external tax providers and fund administrators, including K-1 preparation and distribution Supervise the preparation and review of fund, GP, and management company tax returns Ensure timely compliance with tax filings, 1099 reporting, PTE elections, and withholding obligations Provide strategic tax planning and guidance on evolving regulations to senior leadership Mentor and manage junior tax staff, supporting development and performance Research complex technical tax issues and communicate findings clearly to management and investors What We’re Looking For: Bachelor’s degree in Accounting or related field (CPA or MST preferred) 5+ years of partnership tax experience, ideally with hedge funds, private equity, or investment management Deep knowledge of Subchapter K, master-feeder structures, and complex financial products Familiarity with ASC 740, PFICs, and book-to-tax adjustments Strong leadership, project management, and communication skills Advanced Excel and systems proficiency, with close attention to detail Ability to manage multiple priorities in a fast-paced, high-stakes environment This role is ideal for a strategic, hands-on tax leader looking to make an impact across a high-profile, growth-oriented fund platform. Interested candidates are encouraged to send their resume to Kyle Archer at View email address on click.appcast.io #LI-KA1 #J-18808-Ljbffr
$200k - $240k
A leading investment platform in Boston is seeking a Senior VP, Fund Controller to oversee fund accounting, middle office, and tax compliance. This senior leadership role partners with the... ...candidate will have over 12 years of hedge fund accounting experience, strong...PlatformTaxWork at office$90k - $160k
...transaction opinions, portfolio valuation, tax and financial reporting, litigation... ...support). Our clients are leading hedge funds, private equity funds, venture capital funds, limited partners,... ...financial and market data software platforms such as Capital IQ and Bloomberg....PlatformTaxVenture capitalWork experience placementLocal area$100k - $120k
...sophisticated investment platform spanning private equity, credit, venture capital, public equity, and... ...operational, accounting, tax, and reporting functions... .../external tax teams and fund administrators. Monitoring... ...teams on operational and strategic initiatives. Supervising...PlatformTaxVenture capital- Alumni Ventures in Somerville, MA is seeking a seasoned Customer Success Manager to drive customer relationships from onboarding through renewal. You will shape measurable outcomes with our platform, using data for success metrics and delivering hands-on training to deepen...PlatformVenture capitalImmediate start
$275k - $330k
...therapeutic modalities. Our platform integrates novel small molecule... ...ability to build and deploy strategic finance processes at scale. This... ...annual close processes and tax and regulatory filings;... ...supporting fundraising activities (venture capital, crossover, IPO...PlatformTaxVenture capital- ...autonomy to reach your goals. We are seeking a Tax Leader for our Employee Benefits Group who will oversee all technical, strategic, and operational aspects of the firm's... ...for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also...TaxVenture capitalLocal area
$235k - $310k
...join their esteemed tax department. § Title : Strategic Tax Associate |... ...powerhouse and a perennial leader in the Chambers USA... ...benefit from a platform that combines the... ...of private equity funds, real estate investment... ...for LLCs and joint ventures. ⨖ Advising on...PlatformTaxVenture capitalFull timeImmediate start- ...Capital Formation to lead fundraising, build investor relationships, and drive strategic planning. This role requires excellent communication skills and a deep understanding of the venture capital landscape. Applicants should have 6-10+ years in investor relations or venture...Venture capitalWork at office
- ...for shaping and executing the strategic vision of our Retirement Plan... ...with retirement plan platforms and reporting systems About... ...one of the largest accounting, tax, and business advisory firms,... ...organizations, and entrepreneurial ventures across various industries. We...PlatformTaxVenture capitalLocal areaWorldwide
- A New England Tax Partner leads tax strategy, compliance... ...clients (PE, VC, Hedge Funds), driving firm growth... ...Core Responsibilities Strategic Leadership: Develop... ...staff, and foster future leaders. Technical Expertise:... ...on Private Equity, Venture Capital, Hedge Funds,...TaxVenture capital
$95k - $110k
...live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit,... ...the operational, accounting, tax, and reporting aspects of the... ...activity for large portfolios of funds, including capital calls and distributions...PlatformTaxVenture capital$163.9k - $230k
...our workforce operating platform. Helping people get paid,... ...corporate lifecycle-from strategic growth and investments to... ...investments for a corporate venture fund), entity management,... ...Corporate Development, Finance, Tax, and senior business leaders to help UKG move quickly,...PlatformTaxVenture capitalLocal area$131k - $175k
...We're building the definitive platform for intentional living,... ...what works. This is a role for strategic thinkers who love turning insight... ..., engineers, and business leaders to align on strategy and deliver... ...consulting, private equity, venture capital, or a similar program...PlatformVenture capital$80k - $85k
...live. Over four decades we have strategically grown our platform to focus on Private Equity, Growth & Venture, Capital Solutions, Credit,... ...the operational, accounting, tax, and reporting aspects of each... ...internal departments, including fund accounting, tax, legal, compliance...PlatformTaxVenture capital- ...the industry-standard oracle platform bringing the capital markets... ...LINK tokens and stored in a strategic Chainlink Reserve. Learn more... .... About The Role The Senior Tax Analyst will play a key role... ...processing of your data as required. #J-18808-Ljbffr Framework VenturesPlatformTaxVenture capitalLocal areaRemote work
- ...REX (Real Estate Experience) Platform assesses the health and performance... .... We are backed by leading venture capital firms and real estate... ...to and works alongside a strategic‑leaning Sr. Finance Director.... ...partners Own ongoing sales tax audit / process refinement with...PlatformTaxVenture capitalContract work3 days per week
$88k - $110k
...technology including a global data platform and innovative proprietary... ...You’ll manage and train fund accountants, oversee the allocation... ...collaborate with auditors and tax advisors, validating accounts... ...15% of all private equity and venture capital firms are gender balanced...PlatformTaxVenture capitalPermanent employmentFull timeLocal areaWorldwide- ...professional services firm to recruit for a Tax Senior Associate role within... ...closely with clients to deliver strategic tax solutions that address... ...investment partnerships, including hedge funds, mutual funds, private equity, and venture capital funds. Strong analytical,...TaxVenture capitalLocal areaRelocation package
$66.27k - $81.2k
...This pivotal role will drive proactive media initiatives, enhancing the college's reputation through strategic storytelling across digital and traditional media platforms. Key responsibilities include managing media relations, creating engaging content, and supporting...Platform- # Fund Controller (Real Estate Private Equity)Daley And Associates... ..., capital activity, audit/tax coordination, and investor reporting... ...estate fund structures, joint ventures, and investment activity with... ...firm offers an established platform with significant AUM and a long...PlatformTaxVenture capital
$210k - $250k
.... Together, we deliver strategic solutions that solve our... ...hands‑on support from leaders who have successfully solved... ...Backed by world‑class venture investors, we’re... ...expanding its product platforms, and launching new productized... ...for retirement Pre‑tax commuter and flexible spending...PlatformTaxVenture capitalLocal areaRemote workWork from homeFlexible hours$115k - $135k
...What You'll Do: Provide strategic leadership to the... ...the strategic practice leader, enhancing the agency’... ...Benefits. Allocate pre‑tax funds towards your commute to... ..., digital course platforms, and funding opportunities... ...client list encompasses venture-backed start‑ups,...PlatformTaxVenture capitalTemporary workSummer workWork at officeLocal areaRemote work- ...years of experience in fund accounting and/or... ...Services clients (hedge funds, private... ...and become business leaders. By keeping these elements... ...accounting and tax planning to outsourced... ...but serve as strategic partners as they grow... ...and entrepreneurial ventures across a variety of...TaxVenture capitalLocal area
$164k - $246k
...closely with Finance, Accounting, Tax, Treasury, FP&A, Procurement,... ..., health, and governance of platforms including our ERP and... ...be the accountable technology leader for Klaviyo’s Finance application... ...teams can trust. Act as a strategic partner and communicator Serve...PlatformTax- ...Description Transactional Tax Associate Transactional... ...finance deals, private equity and funds work. Role Summary •... ...Partnership and LLC structuring, joint ventures, and entity-level planning •... ...under one tax roof • A platform consistently recognized across...PlatformTaxVenture capital
$70k - $80k
...collective success. What You'll Do Strategize, develop, and simultaneously... ...Benefits. Allocate pre-tax funds towards your commute to save... ...learning, digital course platforms, and funding opportunities... ...our client list encompasses venture-backed start-ups, publicly traded...PlatformTaxVenture capitalTemporary workSummer workWork at officeLocal areaRemote work$174k - $291.5k
...to small, middle market, and venture backed businesses. As the largest... ...its technology forward platform, SmartStreet™. Banc of California... ...experience Creative and strategic thinker with excellent problem... ...life,long-term disability, pre-tax Health Savings Account with employer...PlatformTaxVenture capitalFull timeWork experience placementLocal areaImmediate startFlexible hours$113.6k - $181.6k
...solutions aligned with BioNTech’s strategic goals Analyze current... ...experience supporting digital platforms commonly used in Global Development... ...Illness Insurance Pre-tax HSA & FSA, DCRA Spending Accounts... ..., life science incubators, venture capital firms, and over 30...PlatformTaxVenture capitalFull time$95.4k - $180.4k
...from successful business ventures or inherited across... ...structures, requiring strategic guidance and customized... ...investment operations, tax, technology, risk, and... ...grow into a market‑facing leader, actively engaging in business... ...office technology platforms (e.g., Sage Intacct,...PlatformTaxVenture capitalTemporary workWork experience placementInternshipWork at officeLocal area- A collaborative investment platform is seeking a Fund Advisor to mentor and train emerging fund managers on structuring and operating investment... ..., and governance practices. Ideal candidates will have venture capital experience and strong mentorship skills. Enjoy the...PlatformVenture capitalRemote job
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