Associate Director, Financial, Tax and Reporting
Robert Half Cambridge
We are offering an exciting opportunity with our client, an Investment Management Company. This position is at a prestigious educational institution in Cambridge, Massachusetts. They are looking to add an Associate Director of Financial, Tax and Reporting (FTRR) to their operation's team.
This role is pivotal in the collegiate investment management industry and entails managing the financial reporting of the client's investments, tax returns, and regulatory risks and filings. It is a strategic position that involves close collaboration with various internal teams to resolve tax and other investment structuring concerns.
Principle Duties & Responsibilities:
- Act as internal subject matter expert on asset management tax and accounting requirements and approaches.
- Work with organization’s tax team to provide timely, accurate, and complete information for preparation of tax returns, and proactively identifying new/extraordinary investment activity and potential tax issues throughout the year.
- Review tax returns prepared by outside consultants to ensure accuracy related to investment activities.
- Have a thorough understanding of business processes and their risk implications; be able to analyze complex situations, reach appropriate conclusions, and make value-added and practical recommendations.
- Maintain analysis to provide ongoing estimates of investment income excise taxes.
- Liaise with the organization’s central Financial Accounting and Reporting team on matters related to investment accounting with respect to the organization’s general ledger and preparation of the institution's and its Retirement Plans’ annual reports.
- Responsible for regulatory and rating agency reporting in consultation with the Legal Team regarding US and non-US requirements, as appropriate.
- Responsible for audits for the organization’s investments and it's managed investment affiliates (currently 12 entities).
- Build and maintain relationships with existing external investment managers, communicating proactively on tax issues when they arise.
- Serve as a member of the organization’s Operations Strategy Committee, helping to structure and enable new investments.
- Engage with external counsel on regulatory issues when appropriate.
Keys:
- 10+ years overall experience
- Straight public (TAX); Big 4 preferred OR Public/Private
- Asset Management, Hedge Funds, Financial Services industry experience
- CPA, MST, MBA etc. +
- Outstanding communication skills for internal/external groups
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