Fund Solutions, Senior Tax Associate

Firm Overview:

Cambridge Associates (“CA”) is a leading global investment firm. CA’s goal is to help endowments & foundations, pension plans, and ultra-high net worth private clients implement and manage custom investment portfolios that generate outperformance so that they can maximize their impact on the world. Cambridge Associates delivers a range of services, including outsourced CIO, non-discretionary portfolio management, and investment consulting.

Headquartered in Boston, Massachusetts, CA has offices in key markets in North America, the United Kingdom, Europe, Asia, and Oceania.  Our worldwide teams ensure our clients benefit from decades of global presence, local expertise, and relationships with the top global investment managers across the world.  For more information, please visit www.cambridgeassociates.com.

Job Description Summary:

Job Description:

Key Responsibilities

• Work with third-party service providers to oversee K-1 compilation and support the accuracy and completeness of tax documents gathered and analyzed for tax returns and K-1s.
• Perform detailed reviews of tax workpapers, allocations, fund K-1s, and tax returns prepared by third-party providers.
• Review partner demographic information for accuracy and completeness.
• Assist with collecting and tracking tax documents from fund managers related to CA’s investments in private equity and hedge funds, in coordination with CA’s tax advisor.
• Communicate with fund managers regarding questions related to tax documents.
• Review federal, state, and international tax notices and coordinate with internal teams and external tax advisors to resolve notices and facilitate any required payments to tax authorities.
• Assist with federal and state tax audits, as applicable.
• Participate in regular meetings and communicate with external vendors to support timely delivery of tax compliance work.
• Maintain and update trackers, keep the Tax Manager informed of progress, and escalate concerns or obstacles to support timely completion of the tax lifecycle.
• Perform tax research across federal, state and local, and international tax matters, and stay current on regulatory and tax law developments affecting the funds.
• Support senior management and take on additional tasks or projects as needed as part of the broader Fund Solutions team.

Qualifications

• 5+ years of public accounting or tax experience, with hedge fund and private equity industry experience strongly preferred.
• Bachelor’s degree in accounting, finance, tax, or a related field.
• CPA and/or MST preferred.
• State and local or international tax experience is a plus.
• Shows enthusiasm for leveraging automation and AI tools to simplify and streamline tax workflows, improve accuracy, and enhance team efficiency and scalability.
• Demonstrated integrity, accuracy, dependability, enthusiasm, and confidentiality.
• Proficiency in Microsoft Office applications, including Excel, Word, and PowerPoint.

Base salary range for this role:

Pay Range Minimum:

Pay Range Maximum:

In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package. Actual placement within the stated salary range will be determined based on factors such as skills, experience, and qualifications, as well as internal equity.

The firm is committed to the concept and practice of equal employment opportunity and will not discriminate against any employee or applicant on the basis of race, color, religion, age, sex, national origin, sexual orientation, gender identity, disability, or veteran status. It is expected that all employees will follow a similar policy toward their co-workers.