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Boston Financial · 1 week ago

Tax Associate

Boston, MA

Full-time

Hybrid

New Grad, Entry Level

$60K/yr - $70K/yr

0+ years exp

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.

Commercial Real EstateFinancial ServicesImpact InvestingReal EstateReal Estate Investment

Culture & Values

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

Qualification

Tax return preparationAccounting principlesExcel proficiencyFinancial reporting experienceProblem-solving skillsCommunication skillsOrganizational skillsProject management skillsTeamworkAttention to detail

Required

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