Sr. Investment Tax Specialist

Location: Boston, United States

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

Company

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

What you will do

• Prepare and review investment tax adjustments and collaborate with Financial Reporting and Fund Accounting teams to clear audit points.
• Prepare fiscal and excise tax provisions, financial statement disclosures, and related income projections.
• Calculate distributions, prepare distribution memoranda, and produce tax estimates at client request.
• Prepare federal and state tax returns using tax software, including schedules and attachments.
• File returns on behalf of clients with federal and local tax agencies.

Requirements

• BS/BA degree in Accounting or Finance, or equivalent work experience.
• RIC operational experience in fund accounting or financial reporting.
• RIC tax experience is preferred.
• Understanding of tax concepts, practices, and procedures.
• Ability to interpret financial statements, fund accounting reports, and spreadsheets.
• Proficiency in Microsoft Excel and Word, strong client service, teamwork, project execution, and tax-related problem-solving skills.

Culture & Benefits

• Private partnership model focused on long-term client and employee relationships.
• Collaborative environment that encourages collective problem-solving and employee ideas.
• Professional 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.