Anna Shaar is an accomplished senior tax executive with more than 20 years of experience specializing in taxation, financial reporting, and treasury operations for private equity, hedge funds, venture capital, and other investment vehicles. Known for her technical expertise, strategic thinking, and collaborative leadership style, Anna has built a career at the intersection of tax compliance, fund structures, and financial best practices—delivering value to both large institutions and smaller, growth-focused firms.
Anna currently serves as Tax Director at CBIZ, Inc. in Boston, where she oversees all aspects of tax operations for a wide range of partnership and corporate entities. In this role, Anna leads the preparation and review of quarterly projections, taxable income calculations, partner allocations, and state filings, ensuring accuracy, compliance, and timeliness. She manages relationships with CFOs, portfolio companies, and third-party providers, and is responsible for guiding teams on complex tax issues including FBAR, FATCA, 1099 filings, and E&P calculations. Her expertise extends to managing responses to federal and state tax notices and ensuring seamless coordination of tax distributions, K-1s, and corporate payments.
Prior to CBIZ, Anna held senior tax leadership roles at FTS Fund Services / Apex Group, where she was instrumental in streamlining tax reporting processes, enhancing financial reporting packages, and integrating tax operations with accounting and treasury systems such as Alta Return and E-front. She managed capital call processes, set up client wires, and reconciled banking activities, providing end-to-end oversight that bridged tax, finance, and treasury functions.
Anna’s earlier experience at HarbourVest Partners and Citigroup further solidified her expertise in fund structures and partnership taxation. She worked closely with fund managers and legal teams to review partnership investments, ensure accurate K-1 filings, and oversee complex book-to-tax adjustments. Anna played a key role in training and mentoring tax associates and senior associates, helping to build strong, capable teams focused on precision and compliance.
With a solid foundation in investment accounting and operational finance from her time at Deutsche Investment Management Americas, Investors Bank & Trust, and Mellon Trust, Anna offers a holistic understanding of the financial ecosystem that supports fund operations. Her background includes leading teams through system conversions, managing corporate actions, and ensuring accurate reconciliation and reporting.
Anna holds a Master of Science in Accounting and a Bachelor’s in Finance from Suffolk University. She is an Enrolled Agent and fluent in both Russian and English, with international experience engaging with entities in Ukraine. In addition to her technical capabilities, Anna is committed to charitable causes, including participating in cancer walks and supporting community initiatives. She enjoys exercise, reading, and pilates, reflecting a disciplined and balanced approach to both her professional and personal life.
Today, Anna is seeking opportunities to serve on boards where she can contribute her extensive knowledge of tax, finance, and fund structures. She is particularly interested in supporting smaller companies, private equity firms, hedge funds, and venture capital organizations that can benefit from her insights into complex financial structures and best practices. Anna’s depth of experience, combined with her dedication to operational excellence and team development, makes her a valuable candidate for organizations seeking strong governance, strategic oversight, and tax expertise.
Character: Anna is a dedicated and disciplined professional known for her integrity, precision, and commitment to delivering high-quality results in complex financial and tax environments.
Knowledge: She possesses deep expertise in taxation, fund structures, financial reporting, and treasury operations, with over 20 years of experience across private equity, hedge funds, and venture capital.
Strategic: Anna consistently applies a strategic mindset to streamline tax operations, integrate financial systems, and enhance governance and best practices for investment entities.
Communication: She is an effective communicator who collaborates closely with CFOs, fund managers, legal teams, and external partners while mentoring and developing high-performing teams.
