Sr. Investment Tax Specialist

Location: Boston, United States

Salary: $55,000–$70,000 base salary plus annual bonus target

Company

hirify.global is a global financial services firm providing investor services, capital partners, specialist expertise, technology solutions, and client management.

What you will do

• Prepare and review investment tax adjustments and work with Financial Reporting and Fund Accounting teams to clear audit points.
• Prepare fiscal and excise tax provisions, financial statement disclosures, income projections, and related audit responses.
• Calculate distributions, prepare distribution memos, and prepare tax estimates based on client requests.
• Prepare federal and state tax returns using tax software, clear audit points, and file returns with federal and local tax agencies.

Requirements

• RIC operational experience, either in fund accounting or financial reporting.
• Bachelor’s degree in Accounting or Finance, or equivalent work experience.
• Understanding of tax concepts, practices, and procedures.
• Ability to understand financial statements, fund accounting reports, and spreadsheets.
• Proficiency in Microsoft Excel and Word.
• Strong client service skills and ability to work in a team.
• Ability to conceptualize and execute projects and initiatives through to completion.
• Creative problem-solving skills, including identifying, recommending, and implementing solutions for tax-related client issues.

Nice to have

• RIC tax experience.

Culture & Benefits

• Partnership-oriented environment with collaborative problem-solving and collective development of ideas.
• Long-term stability combined with ongoing investment in relationships, technologies, products, and professional development.
• Access to guidance and mentoring from experienced leaders.
• Benefits include long-term savings, healthcare, income protection, professional development opportunities, and time off.
• Compensation includes base salary, discretionary bonuses, and profit-sharing.