MITIMCo Senior Analyst, Finance

MIT • Cambridge, MA

6d • Onsite

About The Position

SENIOR TAX ANALYST, MITIMCO, will collaborate with the Associate Director of Finance to design and implement internal workflows and standards that will define how we execute strategies to maximize tax efficiency and manage compliance moving forward; provide critical support to the Associate Director of Finance in ensuring tax compliance for MIT’s investment entities; provide real time information of projected tax liabilities related to MIT’s investments; work with MIT’s Vice President for Finance (VPF) office by providing information to support tax compliance for MIT and its retirement and welfare benefit plans; manage MIT’s regulatory risk and filings for various domestic and international jurisdictions; ensure accurate financial reporting of investments in MIT’s annual Treasurer’s report and its ERISA Plans; facilitate the issuance of financial statements for MIT’s special purpose investing entities; work closely with MITIMCo’s Investment Accounting & Operations (IAO) and Portfolio Reporting Solutions (PRS) teams; be familiar with fair value financial reporting principles and requirements as well as the tax implications of a variety of investments including public equities, options, derivatives, private equity, etc.

Requirements

• Bachelor's degree in accounting, finance, or related field
• A minimum of five years of experience in the preparation of tax returns for private investment funds both liquid and illiquid strategies
• Knowledge of tax regulations and conventions as they apply to private fund structures
• Experience doing tax research projects or with tax structuring decisions
• Ability to read and understand investment fund constituent documents as they relate to tax and allocation provisions
• Advanced problem-solving and creative critical thinking skills
• Ability to organize and manage multiple projects and prioritize competing needs
• Excellent interpersonal, organizational, and communication skills
• Strong Microsoft Office skills
• Required to work from Cambridge, MA, offices at least two days per week and/or as required by company policy with 3 days per week in office during the six month probationary period.

Nice To Haves

• Certified Public Accountant License
• Financial accounting experience and knowledge of GAAP accounting requirements related to investment funds

Responsibilities

• Collaborate with the Associate Director of Finance to design and implement internal workflows and standards to maximize tax efficiency and manage compliance.
• Provide critical support to the Associate Director of Finance in ensuring tax compliance for MIT’s investment entities.
• Provide real time information of projected tax liabilities related to MIT’s investments.
• Work with MIT’s Vice President for Finance (VPF) office by providing information to support tax compliance for MIT and its retirement and welfare benefit plans.
• Manage MIT’s regulatory risk and filings for various domestic and international jurisdictions.
• Ensure accurate financial reporting of investments in MIT’s annual Treasurer’s report and its ERISA Plans.
• Facilitate the issuance of financial statements for MIT’s special purpose investing entities.
• Work closely with MITIMCo’s Investment Accounting & Operations (IAO) and Portfolio Reporting Solutions (PRS) teams.
• Be familiar with fair value financial reporting principles and requirements as well as the tax implications of a variety of investments including public equities, options, derivatives, private equity, etc.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level