Tax Associate

Boston Financial Investment Management, LP is one of the largest multi-family investment managers of affordable housing in the U.S. They are seeking a Tax Associate who will be responsible for preparing tax work papers, Federal and state tax returns, and internal reporting, while serving as a primary contact for tax authorities and various company groups.

Responsibilities

• Meet Investor Service and Investor Limited Partner deliverable requirements, including, providing accurate draft tax return/K1 info during tax season pursuant to an agreed-upon due date schedule for approximately 150 funds
• Prepare tax work papers including partnership allocations and tax basis capital schedules, and maintain our information database
• Prepare Federal and state partnership and corporate tax returns, including state apportionment information for approximately 400 entities, including approximately 2,200 state filings
• Due to the dynamic and cyclical nature of the responsibilities of this position, individuals in this role must be flexible with the ability to work overtime, as required

Skills

• Bachelor's degree required, Accounting preferred
• 0-3 years finance, accounting, or related experience; graduate-level education may count toward experience
• Highly motivated and resilient, able to handle cyclical workloads with peak periods of high demand
• Ability to interact appropriately, and communicate effectively, with a wide range of individuals including peers, subordinates, senior management, federal and state agents, and others
• Ability to anticipate, pivot, adapt, and remain professional through sometimes tense situations
• Strong verbal and written communication skills
• Curious with the desire to continuously learn
• Ability to work effectively independently and as a team member
• Ability to balance multiple projects and meet firm deliverable deadlines
• Keen attention to detail
• Highly developed organizational skills
• Strong and pro-active problem-solving skills
• Proficiency with MS Office: Outlook, Word, Excel
• Financial and/or tax reporting experience
• Understanding of general accounting principles
• Basic project management skills
• General tax return preparation and tax accounting experience (public preferred)
• Federal and state “partnership” tax return preparation experience
• Multi-state tax return preparation experience
• Real estate and/or LIHTC tax return preparation experience
• RIA One Source software experience

Benefits

• Cash bonuses
• Long term incentives
• Health insurance
• Accident and life insurance
• Retirement benefits
• Competitive vacation policy
• Floating personal holidays
• Extensive leave options
• Annual observed holidays
• Infertility coverage
• Adoption support
• Child and elder care
• Fully paid maternity
• Generous parental leave benefits
• Hybrid working model

Company Overview