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22 results for Sr Financial Services Associate in Boston, MA

Sr Banking Specialist
  • Stoneham, MA
  • onsite
  • Permanent / Full Time
  • 58000 - 60000 USD / Yearly
  • <p>We are looking for a dedicated and customer-oriented Senior Banking Specialist to join our team in Billerica, Massachusetts. In this role, you will play a vital part in providing exceptional financial services, assisting customers with their banking needs, and ensuring smooth branch operations. This position offers a collaborative environment with opportunities for growth and competitive compensation.</p><p><br></p><p>Responsibilities:</p><p>• Deliver excellent customer service by addressing individual financial needs and recommending suitable banking solutions.</p><p>• Process various transactions, including deposits, withdrawals, check cashing, and account inquiries, with accuracy and efficiency.</p><p>• Assist in the training and mentorship of branch staff to promote teamwork and enhance overall performance.</p><p>• Open new customer accounts, support existing customers with digital banking tools, and assist in loan application processes.</p><p>• Ensure adherence to banking regulations, organizational policies, and security protocols.</p><p>• Contribute to achieving sales and performance targets through proactive engagement and service.</p><p>• Participate in community events and outreach programs to strengthen the bank&#39;s local presence.</p>
  • 2026-08-04T00:00:00Z
Sr. Financial Analyst
  • Framingham, MA
  • onsite
  • Permanent / Full Time
  • 130000 - 150000 USD / Yearly
  • <p>We are looking for a Sr. Financial Analyst to serve as a strategic finance partner supporting key markets in Framingham, Massachusetts. In this role, you will collaborate closely with business leaders to strengthen financial performance, guide planning decisions, and uncover insights that support revenue growth and profitability. This position is part of the Americas Finance team and offers broad ownership across forecasting, reporting, and commercial analysis.</p><p><br></p><p>For Immediate Interview call Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Partner with general managers and cross-functional leaders to provide financial guidance that supports market performance and business objectives.</p><p>• Oversee full profit and loss analysis for assigned areas, translating results into clear recommendations for leadership.</p><p>• Create forward-looking forecasts and planning models that improve visibility into demand, revenue, and margin performance.</p><p>• Design and refine sales quota models in coordination with finance and incentive teams to align targets with business strategy.</p><p>• Develop reporting packages, dashboards, and performance metrics using available systems and data sources to support timely decision-making.</p><p>• Conduct proactive trend and variance analysis to identify performance drivers, risks, and opportunities across channels and products.</p><p>• Support annual operating plan development by preparing financial evaluations, scenario analysis, and leadership presentations.</p><p>• Assess new business initiatives, commercial proposals, and channel strategies by building financial models and recommending practical actions.</p><p>• Contribute to cross-functional projects and continuous improvement efforts that enhance financial processes and customer outcomes.</p>
  • 2026-08-06T00:00:00Z
Senior Finance Associate
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 90000 - 110000 USD / Yearly
  • <p>Our client is a premier private equity firm in Boston, MA and is seeking a Senior Finance Associate to join their team.</p><p><br></p><p>You will manage financial reporting, treasury activities, audits, tax support, and investor reporting for complex investment structures. Lead process improvements, oversee staff, and collaborate across teams to support operational efficiency and new initiatives.</p><p><br></p><p><strong>Why work with our client? </strong></p><p>--- Globally respected private equity firm operating in 25 countries</p><p>--- Fantastic culture for progressive, motivated candidates with great and challenging work</p><p>--- Excellent benefits and compensation</p><p>--- 15% annual contribution to retirement</p>
  • 2026-08-04T00:00:00Z
Sr. Associate, Portfolio Support
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 160000 - 180000 USD / Yearly
  • <p>We are looking for a <strong>Senior Associate </strong>to join our client&#39;s <strong>Portfolio Support Group </strong>in their Boston, MA office. This group collaborates with internal deal teams, leadership groups within portfolio operations, and external advisors to support value‑enhancement initiatives, drive operational efficiencies, strengthen governance processes, and optimize resource utilization. As the team continues to expand, the Associate will partner closely with senior leadership to help develop and refine scalable processes that support future growth.</p>
  • 2026-08-20T00:00:00Z
Sr. Tax Accountant
  • North Waltham, MA
  • onsite
  • Temporary / Contract
  • 47.5 - 55 USD / Hourly
  • We are looking for an experienced Sr. Tax Accountant to join a team in Waltham, Massachusetts on a Contract basis. This role is suited for a tax specialist with a strong background in preparing complex individual and business returns, along with broad exposure to sales and use tax matters. The position offers an excellent opportunity for someone who wants to expand their expertise, contribute to high-level tax work, and build toward future leadership responsibilities.<br><br>Responsibilities:<br>• Prepare and review complex individual tax filings with a high degree of accuracy and attention to changing regulations.<br>• Complete corporate tax returns and supporting schedules while ensuring compliance with applicable federal, state, and local requirements.<br>• Manage sales and use tax reporting activities, including research, preparation, and timely submission of required filings.<br>• Analyze financial records and source documentation to identify tax issues, resolve discrepancies, and support accurate return preparation.<br>• Use tax software, including ProSystem fx when applicable, to organize data, prepare returns, and maintain efficient workflow management.<br>• Communicate with internal stakeholders and external contacts to gather tax information, clarify outstanding items, and keep filings on track.<br>• Research tax rules and interpret guidance to support compliance decisions and address client- or business-specific questions.<br>• Contribute to process improvements within the tax function and support work that strengthens readiness for broader managerial responsibilities.
  • 2026-07-30T00:00:00Z
Sr. Accountant - SEC Reporting
  • Cambridge, MA
  • onsite
  • Permanent / Full Time
  • 100000 - 115000 USD / Yearly
  • <p>My client, a Public Biotech in Cambridge, MA is hiring a Senior Accountant to join the team. The Senior Accountant will report to the Manager of SEC Reporting and assist with compliance and SEC Reporting for the company. Compensation for this position is $110-120K + Bonus + RSU&#39;s. This company is doing well, has several commercial products which are funding their pipeline, they are growing, offer alot of career growth potential, a great culture and work life balance and a great hybrid arrangement of only 1 day a week in the office. </p><p><br></p><p>If interested in hearing more, please EMAIL YOUR RESUME to matthew.katz@roberthalf ASAP or message me on Linkedin. Thank you.</p><p><br></p><p> </p>
  • 2026-08-24T00:00:00Z
Sr. Market Intelligence Analyst
  • Peabody, MA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p>***Confidential Search***</p><p><br></p><p>Our client on the North Shore of Boston is looking to hire a Senior Market Intelligence Analyst. Looking for someone with strong market research and analytical experience who can turn customer, competitor, pricing, and sales data into clear, actionable business recommendations. The ideal candidate will have advanced Excel and BI reporting skills, strong communication abilities, and preferably experience in B2B, manufacturing, distribution, automotive, or a related industry.</p><p> </p><p><br></p><p>This is a full time, hybrid position requiring a 4/1 work model with remote Fridays. Salary is 90-120K depending on experience.</p><p><br></p><p><br></p><p>We are seeking a Senior Market Intelligence Analyst to deliver data-driven insights, reporting, and strategic recommendations that support business growth, category analysis, and cross-functional decision-making. This role partners closely with marketing, sales, and leadership teams to turn market intelligence into actionable business strategies.</p><p><strong> </strong></p><p><strong>Responsibilities</strong></p><p>·      Develop analysis, reporting, and insights to support short- and long-term business strategy</p><p>·      Build and maintain tools, dashboards, and reporting solutions for sales and cross-functional teams</p><p>·      Analyze market, category, customer, and competitive data to identify business opportunities</p><p>·      Support key business initiatives, customer presentations, and new product reviews</p><p>·      Provide weekly reporting and ad hoc analysis for national and regional teams</p><p>·      Contribute to annual planning and budgeting activities</p><p>·      Leverage market and competitive intelligence platforms to guide recommendations</p>
  • 2026-08-11T00:00:00Z
Sr. Cost Accountant
  • Burlington, MA
  • onsite
  • Temporary / Contract
  • 55 - 65 USD / Hourly
  • <p>We are looking for an experienced Sr. Cost Accountant to support financial operations and cost reporting for a Long-term Contract position in Burlington, Massachusetts area. This role will focus on cost analysis, reconciliations, billing support, and financial reporting while helping maintain accurate records and compliance with applicable accounting and government contracting standards. The ideal candidate brings strong expertise in cost accounting, sharp analytical ability, and confidence working with complex financial data in a collaborative environment.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review cost reports, budgets, and financial projections that help leaders monitor project performance and spending trends.</p><p>• Oversee general ledger activities, reconcile key accounts, and ensure balance sheet items are accurately supported each reporting period.</p><p>• Analyze financial transactions across payables, receivables, payroll, and operating expenses to improve accuracy and visibility into costs.</p><p>• Generate customer invoices on a monthly basis and support timely billing by validating underlying financial data.</p><p>• Create and post manual journal entries in the accounting system while maintaining clear documentation and audit support.</p><p>• Monitor outstanding purchase orders to help track commitments, accruals, and spending activity.</p><p>• Contribute to audit preparation by organizing records, responding to documentation requests, and explaining accounting treatment as needed.</p><p>• Partner with the accounts payable function to help resolve processing issues and maintain efficient financial operations.</p>
  • 2026-08-24T00:00:00Z
Sr. Accountant
  • Canton, MA
  • onsite
  • Temporary / Contract
  • 35 - 40 USD / Hourly
  • We are looking for an experienced Sr. Accountant to join a Contract assignment in Canton, Massachusetts. This role will focus on supporting a reconciliation-driven initiative while assisting with audit-related deliverables and maintaining accurate financial records. The ideal candidate brings strong close-cycle accounting experience and can work effectively in a fast-paced environment with a high degree of accuracy.<br><br>Responsibilities:<br>• Lead account and bank reconciliation activities, investigate discrepancies, and resolve outstanding items in a timely manner.<br>• Prepare and post journal entries that support accurate financial reporting and maintain the integrity of the general ledger.<br>• Contribute to month-end close processes by organizing schedules, validating balances, and ensuring deadlines are met.<br>• Provide accounting support for audit requests by compiling documentation, answering questions, and coordinating required financial details.<br>• Review ledger activity for completeness and accuracy, identifying variances and recommending corrective action where needed.<br>• Maintain clear supporting documentation for reconciliations, entries, and close-related work to ensure audit readiness.<br>• Partner with internal stakeholders to gather financial information and clarify account activity tied to the reconciliation project.
  • 2026-08-24T00:00:00Z
Sr. Accountant
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 110000 - 125000 USD / Yearly
  • <p><strong><em>Senior Accountant</em></strong></p><p><strong><em>Location: Boston, Back Bay (2 days in office/week)</em></strong></p><p><strong><em>Comp: to $125k + bonus (20%)</em></strong></p><p><br></p><p>Our client, a private equity firm, is seeking a Sr, Accountant to join their accounting operations team.</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Prepare financial reports and accounting schedules</li><li>Maintain accounting records, reconciliations, and general ledger activity</li><li>Support tax reporting, audits, and compliance requirements</li><li>Assist with cash management and operational accounting activities</li><li>Identify and support process improvement initiatives</li></ul>
  • 2026-08-20T00:00:00Z
Sr. Accountant
  • Lawrence, MA
  • onsite
  • Permanent / Full Time
  • 90000 - 115000 USD / Yearly
  • <p>We are looking for an experienced Sr. Accountant to join a manufacturing organization in Lawrence, Massachusetts. This role supports day-to-day accounting operations and plays a key part in accurate financial reporting, compliance, and cross-functional coordination. The ideal candidate brings strong technical accounting knowledge, a disciplined approach to financial controls, and the ability to work effectively with both plant leadership and shared accounting teams.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Lead and improve purchasing and accounts payable activities to promote accuracy, efficiency, and strong financial oversight.</p><p>• Support accounts receivable follow-up, complete bank reconciliations, and help manage cash activity to strengthen working capital performance.</p><p>• Partner with the Plant Controller and accounting colleagues to complete monthly close tasks, prepare journal entries, and reconcile balance sheet accounts.</p><p>• Contribute to consolidated financial reporting by preparing accurate supporting information for inclusion in parent company results.</p><p>• Work closely with operations and shipping teams to assist with inventory cycle counts and help track inventory levels needed to support production demands.</p><p>• Maintain internal control standards and provide documentation and assistance during internal and external audit reviews.</p><p>• Coordinate accounting support for federal and state tax reporting obligations in partnership with finance leadership.</p><p>• Provide administrative support and assist with selected human resources-related tasks as needed.</p>
  • 2026-07-28T00:00:00Z
Sr. Accountant
  • North Waltham, MA
  • onsite
  • Permanent / Full Time
  • 90000 - 95000 USD / Yearly
  • <p>Excellent opportunity for a Senior Accountant to join a well-established Health Care Services Organization in the Waltham area. The Senior Accountant will lead month end and year end close activities ensuring effective financial management and accurate reporting. Responsibilities include financial reporting, drive month-end close activities, JE’s, balance sheet and subledger rexconcilations, GL analysis, grant reporting and involved with internal control innnitiatives. BS Degree in Accounting or Finance with 5+ years of solid accounting experience preferably in a Health Care setting. Sage Intacct and advanced Excel preferred with excellent overall communication skills required. Excellent team collaborative environment, tenured staff, great mission statement and outstanding benefits including aggressive PTO plan. This is schedule is mainly onsite, but flexibility when needed. Email dino.valeri@roberthalf;com or message me thru LinkedIn for immediate consideration. </p><p><br></p>
  • 2026-07-29T00:00:00Z
Sr. Accountant
  • Exeter, NH
  • onsite
  • Permanent / Full Time
  • 85000 - 100000 USD / Yearly
  • <p>For consideration, please reach out to <strong>Jennifer Lavoie </strong>as soon as possible, ensure to include your most current resume when you apply. <em><u>Connect with me on LinkedIn</u></em> at Jennifer Lavoie.</p><p><br></p><p>If you are currently working with a Robert Half recruiter, please reach out to them.</p><p><br></p><p>We are looking for an experienced Senior Accountant to join our team in the Exeter, New Hampshire area. In this role, you will This Sr. Accountant will work with the Controller of the organization to drive results. This Sr. Accountant role will be heavily involved in month end close and reconciliations. This position offers a great opportunity to advance your career in a dynamic and collaborative environment.</p><p><br></p><p><strong>Responsibilities:</strong></p><p>• Reconcile general ledger accounts and maintain accurate financial records.</p><p>• Oversee accounts payable and accounts receivable functions.</p><p>• Participate in month-end and year-end closing processes, including journal entry preparation.</p><p>• Implement and refine accounting procedures and internal controls to improve efficiency.</p><p>• Guide less experienced accounting staff and provide insights on best practices.</p>
  • 2026-07-28T00:00:00Z
Sr. Accountant
  • Westborough, MA
  • onsite
  • Permanent / Full Time
  • 95000 - 110000 USD / Yearly
  • <p>We are looking for an experienced Sr. Accountant to support financial operations for a multi-location business in Westborough, Massachusetts. This position plays a central role in maintaining accurate reporting, strengthening financial controls, and coordinating key payroll and administrative processes. The ideal candidate is comfortable working in a hands-on environment, partnering with leadership, and helping improve day-to-day business operations through reliable analysis and execution.</p><p><br></p><p>For Immediate interview contact Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Lead core accounting activities, including general ledger maintenance, accounts payable, accounts receivable, reconciliations, and period-end close tasks.</p><p>• Prepare monthly financial results and management reports that provide leadership with a clear view of business performance.</p><p>• Monitor cash activity, oversee banking transactions, and track regular cash reporting across multiple operating locations.</p><p>• Contribute to budget planning, forecast updates, and variance reviews to support sound financial decision-making.</p><p>• Coordinate with external accounting partners on tax preparation, audit support, and year-end financial matters.</p><p>• Administer recurring payroll processes and help ensure accurate employee compensation in compliance with company policies and applicable regulations.</p><p>• Maintain personnel records, onboarding documentation, and compliance-related files while supporting routine HR administration.</p><p>• Work with operational leaders to strengthen inventory oversight, reduce loss exposure, and reinforce cash-handling and policy compliance.</p><p>• Identify opportunities to streamline workflows across finance, payroll, HR, and location-level operations while supporting vendor and cross-site coordination.</p>
  • 2026-08-12T00:00:00Z
Sr. Accountant
  • Framingham, MA
  • onsite
  • Permanent / Full Time
  • 90000 - 100000 USD / Yearly
  • <p>We are looking for an experienced Senior Accountant to support core accounting and financial reporting activities for a banking or financial services environment in Framingham, Massachusetts. This role partners closely with finance leadership to manage close processes, prepare accurate reports, strengthen reconciliations, and improve the efficiency of accounting operations. The ideal candidate brings strong technical accounting knowledge, sound judgment, and the ability to work both independently and collaboratively.</p><p><br></p><p>For Immediate interview Please contact Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Prepare internal financial reports and complete external regulatory filings with a high level of accuracy and timeliness.</p><p>• Perform detailed reconciliations of general ledger accounts, investigate variances, and resolve discrepancies promptly.</p><p>• Record and post month-end journal entries to support an efficient and well-documented close process.</p><p>• Contribute to budgeting, forecasting, and financial variance analysis by compiling data and identifying key trends.</p><p>• Assist with the calculation and documentation of the allowance for credit losses and related supporting schedules.</p><p>• Review financial information on a recurring basis to confirm completeness, consistency, and compliance with reporting standards.</p><p>• Create and maintain process documentation, operating procedures, and troubleshooting guidance for accounting activities.</p><p>• Assess existing workflows and recommend process or system improvements that enhance accuracy, control, and productivity.</p><p>• Support internal and external audit requests by organizing schedules, preparing documentation, and responding to inquiries.</p>
  • 2026-07-23T00:00:00Z
Sr. Accountant
  • Shrewsbury, MA
  • onsite
  • Permanent / Full Time
  • 80000 - 90000 USD / Yearly
  • <p>We are looking for an experienced Sr. Accountant to join a mission-driven organization in Shrewsbury, Massachusetts. This role will oversee core accounting activities, maintain accurate financial records, and support timely reporting across multiple areas of the business. The ideal candidate brings strong technical accounting knowledge, a disciplined approach to month-end close, and the ability to communicate financial information clearly to internal and external partners.</p><p><br></p><p>Responsibilities:</p><p>• Lead the monthly close process, ensuring journal entries, reconciliations, and supporting schedules are completed accurately and on time.</p><p>• Maintain the general ledger and review financial activity to ensure transactions are properly recorded and classified.</p><p>• Prepare and reconcile bank accounts, balance sheet accounts, and other key records to support reliable financial reporting.</p><p>• Produce financial reports and analyses that help leadership understand operating results and monitor performance.</p><p>• Coordinate with external auditors and assist with audit preparation by organizing documentation and responding to information requests.</p><p>• Support accounting activities across multiple entities or programs, applying consistent controls and reporting standards where needed.</p><p>• Manage accounting work within QuickBooks Online and use Excel to develop schedules, reconciliations, and detailed financial analyses.</p><p>• Contribute to grant, nonprofit, real estate, affordable housing, or community development accounting tasks when applicable to the organization’s operations.</p>
  • 2026-07-31T00:00:00Z
Sr. Accountant
  • Shrewsbury, MA
  • onsite
  • Permanent / Full Time
  • 75000 - 85000 USD / Yearly
  • <p>We are looking for a detail-oriented and experienced Senior Accountant to join our team in Shrewsbury, Massachusetts. In this role, you will play a key part in managing financial processes, ensuring compliance, and supporting the overall financial health of the organization. This is an excellent opportunity for a motivated individual to contribute to a dynamic and collaborative environment.</p><p><br></p><p>For immediate consideration contact Mylinda Harrison at 508-205-2130.</p><p><br></p><p>Responsibilities:</p><p>• Participate in the monthly close process, handling all aspects of the accounting cycle.</p><p>• Analyze and explain variances related to division activities to support accurate financial reporting.</p><p>• Assist with sales and use tax compliance, including timely filing and documentation.</p><p>• Perform monthly balance sheet reconciliations to ensure accuracy and compliance.</p><p>• Contribute to the annual audit process by preparing necessary documentation and supporting auditors.</p><p>• Execute daily cycle counts and investigate discrepancies to maintain inventory accuracy.</p><p>• Conduct cost accounting tasks such as analyzing labor efficiencies and monitoring company overhead expenditures.</p><p>• Perform flux analysis on major expense accounts to assist with monthly financial performance reviews.</p><p>• Utilize data management tools, including Microsoft Excel, to organize and analyze financial information.</p><p>• Identify opportunities for process improvement and support initiatives to enhance efficiency.</p>
  • 2026-07-23T00:00:00Z
Sr. Payroll Analyst
  • Providence, RI
  • onsite
  • Temporary / Contract
  • 57.095 - 66.11 USD / Hourly
  • We are looking for an experienced Sr. Payroll Analyst to support a Contract assignment based in Providence, Rhode Island. This role will partner closely with payroll operations and cross-functional stakeholders to strengthen Workday payroll processes, improve controls, and enhance reporting visibility. The ideal candidate brings deep expertise in large-scale payroll environments and can translate operational needs into reliable system solutions, testing strategies, and measurable process improvements.<br><br>Responsibilities:<br>• Partner with payroll operations leaders to shape the Workday payroll governance approach, prioritize system enhancements, and establish quality measures that track accuracy and performance.<br>• Configure and validate payroll elements such as earnings, deductions, eligibility criteria, retroactivity handling, and off-cycle processing rules while maintaining organized system records.<br>• Oversee the functional direction of payroll-related interfaces, monitor inbound and outbound data flows, and coordinate resolution efforts when integration issues affect downstream teams.<br>• Build and maintain reports, calculated fields, and dashboards that highlight exceptions, retro activity, settlements, and other key payroll indicators while supporting data accuracy and audit readiness.<br>• Lead payroll and absence release activities in Workday by coordinating testing, managing regression coverage, and recommending feature adoption based on business value.<br>• Work with treasury and related stakeholders to support settlement controls, approval routing, bank file oversight, and investigation of reconciliation discrepancies.<br>• Strengthen compliance practices by reinforcing source-level issue correction, supporting segregation of duties, conducting periodic access reviews, and preserving documentation for audits.<br>• Serve as an escalation point for complex payroll system issues, driving root-cause analysis and partnering with technical and operational teams to implement lasting fixes.<br>• Maintain process documentation, operating procedures, validation artifacts, and configuration inventories while guiding payroll users on updated controls and best practices.<br>• Translate business requirements into practical system designs, support structured project delivery, and create validated templates for high-volume data updates with successful posting outcomes.
  • 2026-07-24T00:00:00Z
Sr. Revenue Accountant
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 110000 - 130000 USD / Yearly
  • We are looking for an experienced Sr. Revenue Accountant to support accurate financial reporting and oversee revenue-related accounting activities in Boston, Massachusetts. This role is ideal for someone with a strong command of ASC 606 and a proven ability to interpret revenue data, resolve discrepancies, and strengthen reporting accuracy. The successful candidate will work closely with finance and operational partners to ensure revenue is recorded in compliance with accounting standards and business requirements.<br><br>Responsibilities:<br>• Oversee daily and monthly revenue accounting activities to ensure transactions are recorded accurately and on time.<br>• Review contracts and billing arrangements to determine proper revenue treatment under ASC 606 guidelines.<br>• Analyze revenue trends, variances, and account activity to identify issues and provide meaningful financial insight.<br>• Prepare and maintain reconciliations, schedules, and supporting documentation related to revenue reporting.<br>• Partner with cross-functional teams to resolve revenue-related questions, improve processes, and support reporting needs.<br>• Assist with month-end and quarter-end close activities by preparing journal entries and validating revenue balances.<br>• Contribute to audits by organizing documentation, responding to inquiries, and supporting compliance with internal controls.<br>• Support revenue reporting within the oil and gas environment, including review of industry-specific activity and reporting requirements.
  • 2026-08-11T00:00:00Z
Finance Associate
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 80000 - 85000 USD / Yearly
  • We are looking for a Finance Associate to support a broad range of partnership finance activities for investment-related entities in Boston, Massachusetts. This role contributes to treasury, accounting, tax, and valuation reporting while working closely with colleagues across the finance organization. The ideal candidate brings strong attention to detail, sound judgment, and the ability to manage multiple priorities in a fast-paced environment.<br><br>Responsibilities:<br>• Manage day-to-day partnership administration, including cash movement, funding requests, distributions, reconciliations, and support for bank account documentation and compliance needs.<br>• Prepare and maintain partner-level allocation records related to carried interest, vesting activity, and profit and loss sharing across general partner entities.<br>• Support quarterly and year-end valuation reporting by assembling backup schedules, reconciling balances, and validating capital account activity.<br>• Assist with tax-related processes by compiling quarterly estimate information and preparing annual partnership reporting support.<br>• Record cash, book, and tax entries in the designated accounting platform and help maintain accurate financial records for assigned entities.<br>• Respond to information requests by helping draft materials and providing financial data to address investor questions.<br>• Produce recurring and ad hoc reports covering valuation activity, tax basis changes, and partnership investment information for stakeholders.<br>• Collaborate with finance colleagues to determine the proper accounting treatment for transactions, income activity, and related reporting matters.<br>• Participate in cross-functional projects that improve team efficiency, reporting quality, and overall departmental performance.
  • 2026-07-31T00:00:00Z
Finance Associate
  • Boston, MA
  • onsite
  • Permanent / Full Time
  • 80000 - 85000 USD / Yearly
  • <p>Our client is a premier private equity firm in Boston, MA and is seeking a Finance Associate to join their Team.</p><p><br></p><p>You will assist with treasury, partnership accounting, tax, and valuation reporting for investment entities, including cash management, allocations, reconciliations, and financial reporting. Support tax reporting, maintain accounting records, and process journal entries in the portfolio accounting system.</p><p><br></p><p><strong>Why work with our client? </strong></p><p>--- Globally respected private equity firm operating in 25 countries</p><p>--- Fantastic culture for progressive, motivated candidates with great and challenging work</p><p>--- Excellent benefits and compensation</p><p>--- 15% annual contribution to retirement</p>
  • 2026-08-04T00:00:00Z
Tax Sr. - Corporate
  • Worcester, MA
  • onsite
  • Permanent / Full Time
  • 75000 - 125000 USD / Yearly
  • <p>Robert Half has partnered with a regional CPA Firm. We are looking for a tax supervisor to support client engagements in Worcester, Massachusetts while helping deliver accurate, timely, and high-quality tax services. This position blends technical tax expertise with team leadership, offering the opportunity to guide staff, manage competing priorities, and contribute to both compliance and planning initiatives. The ideal candidate is comfortable reviewing complex returns, advising clients, and maintaining strong standards across multiple engagements.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the preparation and final review of corporate, partnership, and individual tax filings to ensure completeness and accuracy.</p><p>• Analyze client financial records using accounting platforms such as QuickBooks, make necessary journal entries, and confirm the integrity of general ledger activity tied to tax reporting.</p><p>• Monitor tax work for adherence to current regulations, filing requirements, and internal quality expectations.</p><p>• Provide day-to-day direction to entry-level team members by assigning work, coaching performance, and reviewing deliverables before submission.</p><p>• Coordinate several client assignments at once, balancing deadlines and priorities to keep engagements on track.</p><p>• Serve as a primary point of contact for clients by answering questions, clarifying requests, and maintaining clear communication throughout the engagement.</p><p>• Support tax research and planning efforts by evaluating issues, identifying opportunities, and assisting with practical recommendations for clients. tax </p>
  • 2026-08-14T00:00:00Z