Global Fund Tax Manager | Boston, MA

Global Fund Tax Manager – Boston, MA

Compensation: $145,000–$160,000 Base + Bonus

A leading global investment management organization is seeking a Global Fund Tax Manager to support tax compliance, advisory, and operational initiatives across a diverse investment platform.

• Serve as a subject matter expert on complex North American operational fund tax matters, including private funds, alternative investments, and non-traditional product structures.
• Support and oversee complex fund tax compliance processes and governance frameworks.
• Identify tax issues impacting sophisticated fund structures and collaborate with internal and external advisors to support business objectives.
• Provide periodic and ad-hoc tax planning support to portfolio management teams.
• Advise on operational and strategic tax matters, including internal process development and risk mitigation.
• Lead and support projects focused on process improvement, automation, and operational efficiency.
• Manage relationships with external tax service providers and advisors.
• Lead change initiatives and educate cross-functional teams on tax best practices.
• Communicate complex tax concepts clearly to both tax and non-tax stakeholders.

• Master’s degree in Tax, Accounting, Finance, or Law.
• 7+ years of tax experience, preferably focused on investment funds or asset management.
• CPA, CA, or ACCA strongly preferred.
• Deep expertise in complex retail and private investment fund structures.
• Strong understanding of securities, alternative investments, and evolving asset classes.
• Experience with process improvement methodologies;
  Lean Six Sigma or similar credentials a plus.
• Strong data analysis skills and experience with tools such as Alteryx, Power BI, or Tableau.

If interested, please apply here or email Devin Callahan at .