We are looking for an accomplished tax specialist to join a global investment management organization in Boston, Massachusetts. This role offers the opportunity to guide tax strategy and oversight across a broad range of investment products while partnering with teams throughout the business. The position is well suited for someone who combines deep technical tax knowledge with strong leadership, process improvement, and cross-functional collaboration skills.
Responsibilities:
• Direct tax oversight activities for investment products from initial development through ongoing governance and support.
• Track changes in international tax rules and work with internal partners to maintain compliance and operational preparedness.
• Strengthen tax-related controls, refine reporting workflows, and advance automation and efficiency initiatives across processes.
• Analyze complex cross-border tax issues, including withholding and capital gains matters, and present clear guidance to business stakeholders.
• Serve as a key tax resource for teams across investment operations, portfolio management, relationship management, product development, and sales.
• Provide leadership, coaching, and career development support to team members while promoting consistent best practices.
• Partner with stakeholders to assess tax implications for new and existing fund structures, including mutual fund and global custody-related considerations.
• Support tax compliance processes tied to investment products by identifying risks, recommending solutions, and improving execution standards.
Requirements
• At least 10 years of tax experience within investment management, asset management, banking, or a related financial services environment.
• Strong expertise in investment product taxation and international tax compliance requirements.
• Demonstrated success improving tax processes, implementing operational controls, and enhancing reporting effectiveness.
• Ability to build relationships across functions and influence decision-making with both technical and non-technical stakeholders.
• Previous experience leading, mentoring, or managing tax professionals or broader project teams.
• Bachelor’s degree required; an advanced degree in taxation or prior public accounting experience is advantageous.
• Familiarity with mutual funds, global custody, and tax compliance processes within complex investment structures.
• Exposure to digital assets and related investment products is highly preferred.
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