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
Boston Financial provides creative capital solutions for affordable housing developers and institutional investors It was founded in 1969, and is headquartered in Boston, Massachusetts, USA, with a workforce of 201-500 employees. Its website is https://www.boston.financial/.
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