<p>Our client located in Harvard, MA is seeking a Finance Director to join their team. This senior role manages the areas of Accounting, Treasury, and Collections, ensuring compliance with all accounting principals and regulations. They will provide leadership on budget planning, financial reporting, and forecasting as well as manage the period end process. The successful candidate will have at least 5 years of experience in accounting/finance, with exposure to an accounting/ERP system. This opportunity offers excellent flexibility and generous time off.</p><p><br></p><p>For immediate consideration, call Mylinda Harrison at 508-205-2130.</p><p><br></p><p>Direct and organize department operations, providing overall administrative leadership.</p><p>• Supervise financial functions: accounting, treasury, collections, data processing, purchasing, payroll/benefits, and accounting/records.</p><p>• Ensure financial activities comply with relevant statutes, laws, codes, and best practices.</p><p>• Implement and maintain standardized financial systems, controls, and procedures across departments.</p><p>• Develop and enforce consistent budget guidelines and processes.</p><p>• Establish departmental structure; set objectives, delegate responsibilities, and evaluate performance.</p><p>• Manage training for staff and promote adoption of improved departmental techniques and practices.</p><p>• Authorize departmental policies and procedures for all functions.</p><p>• Prepare and justify annual department budget and spending plans.</p><p>• Oversee procurement: purchasing of goods, supplies, equipment, and contract management.</p><p>• Monitor and report status of financial accounts, including periodic and annual reports to upper management.</p><p>• Maintain complete and accurate financial, accounting, and valuation records.</p><p>• Provide strategic and short-term financial planning and coordinate annual budget processes.</p><p>• Advise and collaborate with the board and the Senior Manager on financial matters.</p><p>• Perform duties of subordinates as required and execute other tasks assigned by the Senior Manager.</p>
We are looking for a dedicated and detail-oriented Legal Assistant to join our team in Boston, Massachusetts. This is a long-term contract position within the financial services industry, offering an exciting opportunity to support compliance and legal operations. The ideal candidate will have strong organizational skills, proficiency in Microsoft Office applications, and the ability to manage multiple tasks efficiently.<br><br>Responsibilities:<br>• Coordinate and manage calendars, including scheduling and organizing meetings with senior executives and their assistants.<br>• Draft and format internal policies, procedures, memos, and client communications using Microsoft Word.<br>• Analyze and manage large datasets in Excel by using functions like V-lookup, pivot tables, and formulas.<br>• Convert image-based and proprietary files into searchable digital formats for efficient document management.<br>• Maintain and update electronic client files while ensuring compliance with client guidelines.<br>• Support the Compliance Group by managing checklist review processes, including initiating checklists, organizing backup folders, and escalating issues as needed.<br>• Assist the Trading Compliance Group with preparing materials for client certifications and reviewing trade surveillance reports to identify and escalate exceptions.<br>• Ensure all tasks and projects are completed accurately and within established deadlines.
<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's local presence.</p>
<p>We are seeking a Corporate Controller for our global client based in the Boston Area. The role is hybrid, with 1-2 days remote.</p><p><br></p><p><strong>Overview:</strong></p><p>The Controller will report to the CFO and lead enterprise-wide financial reporting, consolidations, compliance, and strategic financial operations. This role ensures the integrity of financial statements, oversees audits and tax processes, and drives continuous improvement in financial systems and reporting.</p><p><br></p><p>Key responsibilities:</p><ul><li>Lead and oversee monthly, quarterly, and annual financial close processes for all entities.</li><li>Ensure financial reporting accuracy, internal controls, and compliance with GAAP, tax, and regulatory standards.</li><li>Manage external audits, financial disclosures, tax filings, and regulatory reports.</li><li>Implement and enhance financial systems, with a focus on process automation and optimization.</li><li>Address complex accounting issues, consolidations, and apply advanced technical accounting principles.</li><li>Partner with executive leadership to deliver financial insights, forecasting, and support strategic planning.</li><li>Develop and execute risk mitigation strategies through comprehensive financial analysis.</li><li>Build, lead, and mentor high-performing teams, communicating financial concepts effectively across the organization and fostering cross-functional alignment.</li></ul>
<p>Our client is a well-established investment management company is looking to add to the Finance team in their Boston office. The Finance team works alongside investment professionals, legal, tax, and operations groups to support and oversee investment activities within a diversified portfolio. Responsibilities include ensuring accurate accounting, reporting, and performance analysis, along with conducting financial analysis and market research to evaluate investment opportunities and trends. The role involves primary oversight of real assets fund investments, including real estate, private credit, and private equity, while also contributing to broader initiatives across asset classes. Collaborating closely with internal functions and external partners, the position ensures compliance with regulations and supports the lifecycle of portfolio investments. The ideal candidate will bring 5+ years of related experience, public accounting and CPA are a plus as well.</p><p><br></p><p>This position is hybrid, with 3 days in office schedule. If you are interested and would like to be considered, please reach out to Thatiane Abrantes.</p>
We are looking for an experienced Contracts Manager to join our team on a contract basis in Lowell, Massachusetts. In this role, you will play a key part in managing, negotiating, and drafting various customer and supplier agreements, including those related to SaaS and PaaS. This position requires a proactive and detail-oriented individual who can collaborate with cross-functional teams while ensuring compliance with corporate policies and legal regulations.<br><br>Responsibilities:<br>• Review, draft, and negotiate customer and supplier contracts, including SaaS and PaaS agreements, ensuring alignment with company policies.<br>• Collaborate with sales, operations, finance, and other internal teams to address contract-related questions and provide guidance.<br>• Deliver excellent customer service to both internal stakeholders and external clients by addressing contractual concerns promptly and effectively.<br>• Analyze and revise contractual templates or develop new agreements as needed to meet business requirements and regulatory standards.<br>• Ensure all contracts comply with relevant laws, corporate policies, and industry regulations, including GDPR and cybersecurity standards.<br>• Stay updated on industry trends, particularly in software, IT, and privacy practices, to support effective contract management.<br>• Utilize Microsoft Office applications, Salesforce, and other tools in an Apple environment to manage contract documentation and reporting.
We are looking for an experienced Director of Accounting to lead and oversee financial operations within our organization. This role requires a highly skilled individual with a strong background in accounting practices, financial reporting, and audits. The ideal candidate will ensure all financial activities align with company goals and regulatory standards.<br><br>Responsibilities:<br>• Manage month-end close processes, ensuring accuracy and timeliness of financial data.<br>• Oversee the implementation and use of BlackLine software to streamline accounting workflows.<br>• Lead financial statement audits, coordinating with external auditors to ensure compliance.<br>• Prepare and review comprehensive financial reports for internal and external stakeholders.<br>• Develop and enforce accounting policies and procedures to maintain regulatory compliance.<br>• Provide strategic guidance on financial matters to support organizational decision-making.<br>• Supervise and mentor the accounting team, fostering growth and development.<br>• Collaborate with cross-functional teams to optimize financial operations.<br>• Monitor and analyze financial performance, identifying areas for improvement.<br>• Ensure adherence to all applicable accounting standards and regulations.
<p>We are looking for an experienced and dynamic Director of Development to join our team in the gretaer Marlborough MA area. In this role, you will lead fundraising initiatives, manage grant efforts, and collaborate on marketing strategies to support the organization's mission and vision. As a key spokesperson, you will represent the organization in the community, ensuring strong relationships with donors, volunteers, and stakeholders.</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement comprehensive fundraising strategies to secure financial support for organizational programs and initiatives.</p><p>• Identify and pursue new funding opportunities, including grants, donations, and sponsorships, while maintaining relationships with existing donors.</p><p>• Collaborate with marketing and communications teams to create promotional materials and publicity efforts for organizational events and programs.</p><p>• Coordinate special events such as community functions, annual meetings, and site-specific initiatives to engage stakeholders and donors.</p><p>• Prepare and present detailed reports on fundraising activities, budgets, and outcomes for review by the Board of Directors.</p><p>• Work closely with the grants team to manage prospecting, applications, and reporting processes for grant opportunities.</p><p>• Represent the organization at community events, speaking engagements, and business functions to promote its mission and services.</p><p>• Oversee the development and distribution of donor newsletters and annual appeals to maintain engagement and support.</p><p>• Maintain positive relationships with volunteer groups and coordinate recognition events to acknowledge their contributions.</p><p>• Partner with staff members to identify and package programs for philanthropic support and donor engagement.</p><p><br></p><p><strong><em><u>For immediate consideration, please call me directly 508-205-2127, Eric Lebow</u></em></strong></p>
<p>We are seeking a senior-level Creative Director with exceptional conceptual writing skills to lead high-level messaging for an upcoming product launch in the financial services sector. This role involves crafting value propositions and positioning statements that resonate with a sophisticated audience and clearly articulate the product’s benefits and differentiation.</p><p><br></p><p>Key Responsibilities</p><ul><li>Develop value propositions that are: concise and benefits-led, focused on core customer outcomes</li><li>Create positioning statements that: define the target customer and the job the product solves and include supporting benefits/features and a unique point of differentiation</li><li>Collaborate with internal stakeholders to ensure messaging aligns with brand tone and strategic objectives.</li><li>Deliver high-concept creative language that captures attention and drives engagement.</li><li>Potentially lead additional assignments for other major product or service launches.</li></ul><p><br></p>
<p>We are looking for a skilled Finance Manager to oversee financial planning, analysis, and reporting related to clinical trial costs. This long-term contract position is based in Burlington Massachusetts and requires someone with a strong background in financial management and strategic decision-making. The ideal candidate will bring extensive experience in financial modeling, reporting, and analysis to drive process improvements and support organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Lead the financial planning and analysis process for clinical trial costs, ensuring accuracy and strategic alignment.</p><p>• Provide expert consultation and strategic insights to project teams and functional leaders to guide decision-making.</p><p>• Develop and implement continuous improvements to financial systems and processes to enhance efficiency.</p><p>• Oversee month-end close activities, ensuring timely and accurate financial reporting.</p><p>• Create detailed financial models to forecast costs and evaluate key business metrics.</p><p>• Prepare comprehensive financial reports for stakeholders, highlighting trends and actionable insights.</p><p>• Collaborate with cross-functional teams to align financial strategies with organizational objectives.</p><p>• Monitor and analyze financial performance, identifying opportunities for cost optimization.</p><p>• Ensure compliance with financial regulations and organizational policies.</p><p>• Support the development of long-term financial strategies that align with company goals.</p>
<p>We are looking for a dynamic and strategic VP of Accounting to oversee and drive the successful integration of global accounting practices following a major acquisition. This leadership role is critical in ensuring compliance with international accounting standards, optimizing financial processes, and delivering accurate reporting for external disclosures. The ideal candidate will play a pivotal role in aligning cross-functional teams and enhancing operational efficiency.</p><p><br></p><p>For immediate interview call Victor Muller at 508 205 2136</p><p><br></p><p>Responsibilities:</p><p>• Lead the global accounting and financial reporting integration for a large-scale acquisition, ensuring seamless consolidation and compliance.</p><p>• Develop and implement a comprehensive accounting integration plan covering financial close processes, reporting standards, and controls.</p><p>• Collaborate with teams across M& A, Finance, IT, and Operations to achieve Day 1 readiness and support post-close transformation objectives.</p><p>• Manage the transition of acquired entities into the company’s accounting systems, ensuring alignment with existing structures.</p><p>• Standardize accounting policies, chart of accounts, and financial processes across newly acquired and existing businesses.</p><p>• Oversee monthly, quarterly, and annual financial close processes for acquired entities, ensuring timely and accurate consolidation.</p><p>• Ensure compliance with US accounting standards and prepare acquisition-related disclosures for external reporting requirements.</p><p>• Work with internal controls teams to design and implement frameworks for newly integrated entities, enhancing governance and compliance.</p><p>• Support audit activities related to acquisition processes and integration, collaborating with internal and external auditors.</p><p>• Drive initiatives to standardize processes, improve operational efficiency, and strengthen the control environment.</p>
We are looking for an experienced Accounting Manager to join our team in Lakeville, Massachusetts. In this role, you will oversee critical financial reporting functions and ensure accuracy in accounting operations. You will collaborate across departments to drive process improvements, manage accounting staff, and contribute to the organization’s overall financial health.<br><br>Responsibilities:<br>• Oversee monthly general ledger reconciliations to ensure precise recording and reporting of accruals and related expenses.<br>• Manage the preparation and distribution of annual standard cost updates.<br>• Facilitate cross-training among accounting staff to support budgeting and reforecasting activities.<br>• Ensure compliance with organizational policies by reviewing team outputs and maintaining high standards in your own work.<br>• Lead analysis of non-standard variances during monthly, quarterly, and annual financial reviews.<br>• Review reconciliations for selected accounts to maintain accuracy and consistency.<br>• Identify opportunities for process enhancements within financial reporting workflows.<br>• Supervise and provide guidance to accounting team members.<br>• Support project-based initiatives beyond regular accounting responsibilities to drive operational improvements.
<p>We are looking for an experienced Senior Corporate Accountant to join our team on a long-term contract basis. This role focuses on enhancing accounting operations and supporting financial processes within a dynamic healthcare services organization. You will play a critical role in maintaining accurate financial records, improving internal controls, and driving process optimization in a fast-paced environment. This is a remote working opportunity.</p><p><br></p><p>Responsibilities:</p><p>• Perform complex journal entries and reconcile balance sheet accounts to ensure accuracy in financial records.</p><p>• Support month-end close cycles, maintaining compliance in a multi-entity structure.</p><p>• Develop and refine accounting policies, procedures, and frameworks to align with industry standards.</p><p>• Collaborate with cross-functional teams to address accounting challenges and improve data integrity.</p><p>• Manage ad hoc financial projects, contributing to organizational growth and operational efficiency.</p><p>• Enhance internal controls and streamline reporting practices to meet evolving business needs.</p><p>• Utilize Oracle ERP systems to optimize accounting processes and ensure seamless financial operations.</p><p>• Handle competing priorities effectively while adhering to strict deadlines in a dynamic environment.</p><p>• Provide insights and recommendations for continuous improvement in corporate accounting functions.</p><p><br></p><p>Role Overview</p><p><br></p><p>The Senior Corporate Accountant will be a key contributor to corporate-level accounting operations, supporting core accounting activities as well as broader post-ERP go-live initiatives. This role will help strengthen financial reporting, internal controls, and accounting processes in a fast-paced, evolving environment.</p><p><br></p><p><br></p>
<p>We are looking for an experienced Senior Tax Manager to join our team in Hopkinton, Massachusetts. In this role, you will lead a talented group while providing expert guidance on tax matters for a diverse range of clients. This is an excellent opportunity to leverage your expertise in tax compliance, returns, planning, and research to deliver outstanding service and contribute to the growth of our practice.</p><p><br></p><p>For immediate consideration, please contact Mylinda Harrison at 508-205-2130.</p><p><br></p><p>Responsibilities:</p><p>• Lead and manage a team of accountants and managers to ensure accurate and efficient delivery of client services.</p><p>• Conduct comprehensive reviews of tax returns for C-Corporations, S-Corporations, partnerships, multi-state entities, and high-net-worth individuals.</p><p>• Supervise and direct team members, providing regular progress updates to senior leadership and partners.</p><p>• Coordinate proactive tax planning meetings with clients and ensure timely submission of tax filings.</p><p>• Apply a strong understanding of reporting requirements, including ASC 740 and other relevant standards.</p><p>• Perform in-depth tax research using tools such as Thomson Reuters Checkpoint and present findings to client management or boards.</p><p>• Build and maintain a reliable referral network to support business development efforts.</p><p>• Manage client relationships to deliver exceptional service and identify opportunities for additional engagement.</p>
<p>We are looking for an experienced Relationship Manager specializing in Structured Finance to join our clients growing team here in the Greater Boston area. This position focuses on originating and managing Commercial & Industrial (C& I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $30MM - $100MM.</p><p><br></p><p><strong><u>Responsibilities:</u></strong></p><p>• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.</p><p>• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.</p><p>• Originate and close loans for clients and prospects, focusing on lending needs ranging from $1MM to $10MM.</p><p>• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.</p><p>• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.</p>
We are looking for a detail-oriented Bookkeeper to support our plumbing business in Boston, Massachusetts. This position involves a blend of administrative and financial tasks, ensuring smooth office operations and accurate accounting records. The ideal candidate will have excellent organizational skills and a proven ability to manage diverse responsibilities with precision.<br><br>Responsibilities:<br>• Schedule and coordinate service appointments while handling incoming calls professionally.<br>• Provide administrative support to maintain efficient office operations.<br>• Manage accounts payable and receivable processes, including creating estimates and invoices.<br>• Perform job costing and ensure financial records are accurate and up-to-date.<br>• Assist in preparing monthly closings and reconciling bank statements.<br>• Utilize accounting software to streamline bookkeeping tasks and maintain records.<br>• Support the team by creating and maintaining organized documentation systems.<br>• Collaborate with other staff members to improve workflows and enhance operational efficiency.
We are looking for an experienced Accounting Manager to join our team on a contract basis in Danvers, Massachusetts. This role involves managing a dynamic finance department, ensuring smooth workflow, and delivering accurate financial results. The ideal candidate will thrive in a fast-paced environment and demonstrate strong leadership skills while coordinating multiple priorities.<br><br>Responsibilities:<br>• Supervise a team of nine professionals, including accounts payable, accounts receivable, senior accountants, and project coordinators.<br>• Lead and oversee month-end and year-end close processes, ensuring timely and accurate completion within established deadlines.<br>• Provide support for Massachusetts audit processes, maintaining compliance and delivering required documentation.<br>• Utilize Deltek systems to manage surveys and streamline financial operations.<br>• Assist with tax preparation, planning, and organizational tax-related activities.<br>• Maintain effective communication and collaboration across the team to ensure workflow continuity.<br>• Address daily interruptions and challenges while keeping financial operations on track.<br>• Implement and monitor best practices to enhance departmental productivity and efficiency.<br>• Collaborate with internal stakeholders to resolve financial discrepancies and improve processes.
<p>Our client is seeking a Tax Manager to join their organization.</p><p><br></p><p>Position Summary: The Tax Manager will play a key role within the organization’s tax function. This position requires strong experience in partnership taxation and familiarity with alternative investment structures. The ideal candidate will be able to manage multiple projects simultaneously and work effectively with internal and external stakeholders.</p><p><br></p><p>Responsibilities:</p><ul><li>Review and approve tax workpapers and tax returns for various entities</li><li>Oversee state tax risk analysis prepared by external firms</li><li>Assist with review of partnership tax returns for portfolio entities</li><li>Review quarterly and annual tax estimate workpapers</li><li>Manage and coordinate outsourced tax service providers</li><li>Support investor distributions by ensuring compliance with tax withholding requirements</li><li>Maintain and update partner information for reporting and withholding calculations</li><li>Monitor project timelines and maintain tracking tools</li><li>Collect and review documentation to support tax filings and calculations</li><li>Analyze legal agreements to determine tax implications of contributions, distributions, allocations, and reporting items</li><li>Respond to inquiries regarding tax reporting</li><li>Perform additional projects and tasks as needed</li></ul>
<p>We are looking for an accomplished Tax Manager to lead our tax practice in Worcester, Massachusetts. This role is ideal for someone with a strong background in tax advisory, team leadership, and client relationship management. As a key player in the organization, you will oversee tax strategies, mentor a team, and contribute to the growth and development of the firm's services.</p><p><br></p><p>For Immediate Interview please contact Victor Muller at 508 205 2136</p><p>Responsibilities:</p><p>• Design and execute tax planning strategies to ensure compliance while minimizing tax liabilities.</p><p>• Supervise the preparation and review of tax returns, ensuring accuracy and compliance with regulatory requirements.</p><p>• Manage tax filing schedules and extensions to ensure timely submissions and prevent penalties.</p><p>• Research and analyze tax laws and regulations, applying insights to client engagements and training sessions.</p><p>• Build and nurture client relationships by providing expert advice on complex tax issues.</p><p>• Conduct client consultations to understand financial goals and develop customized tax strategies.</p><p>• Lead and mentor a team of tax professionals, fostering growth and collaboration within the department.</p><p>• Identify and implement process improvements to enhance efficiency and accuracy in tax operations.</p><p>• Support business development activities by identifying prospective clients and expanding service offerings.</p><p>• Collaborate with senior leadership to align tax practices with the firm's overarching goals.</p>
<p>We are looking for an experienced Accounting Manager/Supervisor to join our team in Auburn, Massachusetts. In this role, you will oversee critical accounting functions, ensuring compliance, accuracy, and alignment with organizational goals. You will also collaborate closely with upper management to deliver tailored financial statements and report analysis.</p><p><br></p><p>Responsibilities:</p><p>• Supervise and provide guidance to junior staff, ensuring team goals and deliverables are met effectively.</p><p>• Collaborate with account managers to address their unique accounting and financial reporting needs.</p><p>• Manage accounts payable and receivable functions, including reviewing audit workpapers and ensuring accurate transaction processing.</p><p>• Oversee accounts receivable activities, ensuring proper documentation, compliance, posting, and timely reporting.</p><p>• Prepare and review journal entries and account reconciliations to ensure financial records are accurate and compliant.</p><p>• Conduct variance analysis on the general ledger and address discrepancies to maintain accurate financial reporting.</p><p>• Analyze and manage profit and loss statements to support the company's financial planning and strategic decisions.</p><p>• Review and post payroll journal entries, ensuring compliance and accurate reconciliations.</p><p>• Leverage prior audit experience to oversee internal and external audit processes, ensuring adherence to financial standards.</p>
We are looking for an Audit Senior to join our team in Boston, Massachusetts. This role offers an exciting opportunity to work with a boutique firm that provides assurance, tax, and business advisory services to a diverse range of clients. As a trusted advisor, you will play a key role in delivering insightful financial analyses and ensuring compliance with regulatory standards while mentoring early-career team members.<br><br>Responsibilities:<br>• Conduct audit, review, and compilation procedures, including control testing, substantive testing, and analytical reviews, to evaluate the accuracy of financial data for privately-held businesses.<br>• Oversee the planning, execution, and completion of audit and review engagements, ensuring adherence to budgets, timelines, and quality standards.<br>• Apply a strong understanding of U.S. Generally Accepted Accounting Principles (GAAP) and Generally Accepted Auditing Standards (GAAS) to engagements.<br>• Provide mentorship and guidance to early-career staff, fostering their growth and technical skills.<br>• Build and maintain strong relationships with clients, ensuring clear communication and a high level of responsiveness.<br>• Monitor industry trends and regulatory changes to ensure the firm's practices remain current and effective.<br>• Support ongoing development by participating in training and knowledge-sharing initiatives.<br>• Assist in identifying opportunities to enhance client outcomes through advisory services and forward-looking financial analyses.
<p>Our client is growing Private Equity firm continuing to grow their internal team to support the ongoing success and fundraising efforts.</p><p>There are multiple roles here at various levels. If you are looking to gain access into the PE industry by leveraging your accounting background, this is one good way.</p><p><br></p><p>This position is responsible for financial reporting and accounting for investment-related entities. You'll get into preparing and reviewing financial statements, ensuring compliance with accounting standards, and supporting various internal functions.</p><p><br></p><p>Key Responsibilities:</p><ul><li>Prepare periodic financial statements and related reports.</li><li>Review work completed by third-party service providers.</li><li>Oversee accounting, reporting, and compliance for assigned entities.</li><li>Manage administrative tasks such as capital activity and distributions.</li><li>Assist with preparation of materials for stakeholders and respond to information requests.</li><li>Coordinate with external auditors for year-end audits.</li><li>Support tax-related processes and allocations.</li><li>Monitor cash activity and reconcile accounts.</li><li>Maintain and update investment records and related data.</li><li>Record daily transactions in accounting systems.</li></ul><p><br></p>
<p>We are looking for a Client Service Representative to join our team in Boston, Massachusetts. This long-term contract position offers an exciting opportunity to deliver top-tier client service while utilizing your expertise in fund accounting and financial analysis. The role requires someone with strong attention to detail who can effectively manage client inquiries, produce accurate reports, and ensure seamless resolution of accounting-related issues.</p><p><br></p><p>Responsibilities:</p><p>• Respond promptly and accurately to client inquiries, ensuring exceptional service delivery.</p><p>• Calculate daily NAVs and prepare month-end and year-end financial reports.</p><p>• Generate and review various internal and external reports to meet client and organizational needs.</p><p>• Utilize internal technology platforms to manage client servicing tasks efficiently.</p><p>• Investigate and resolve accounting-related discrepancies and issues on a daily basis.</p><p>• Collaborate with internal teams to address client concerns and deliver customized solutions.</p><p>• Apply knowledge of corporate actions, equity, fixed income, and derivative investments to support client needs.</p><p>• Ensure compliance with deadlines and quality standards in a fast-paced environment.</p><p>• Leverage analytical skills to interpret data, workflows, and numeric information for problem-solving.</p><p>• Maintain proficiency in financial tools such as Excel, Bloomberg, and Reuters to optimize reporting and analysis.</p>
We are looking for an experienced Tax Director or Tax Manager to join our dynamic team in Boston, Massachusetts. In this role, you will serve as a trusted advisor to clients, offering innovative solutions for complex tax challenges while ensuring compliance with regulatory standards. Your expertise will play a key role in helping clients achieve their business goals through strategic tax planning, risk management, and forward-looking insights.<br><br>Responsibilities:<br>• Manage a diverse portfolio of clients, delivering exceptional service tailored to their needs.<br>• Oversee the preparation, review, and timely filing of various tax forms to ensure accuracy and compliance.<br>• Provide expert consultation on complex tax provisions and support clients on intricate engagements.<br>• Research and stay informed on evolving tax regulations, delivering actionable insights and guidance.<br>• Develop and implement efficient processes to improve project outcomes and departmental workflows.<br>• Mentor and guide team members to foster their growth and enhance overall team performance.<br>• Build and maintain strong client relationships, offering strategic advice to address their unique tax challenges.<br>• Lead business development efforts to expand the firm's reach and contribute to its growth.<br>• Manage financial aspects of engagements, including budgets, billing, and collections.<br>• Drive innovation in tax planning strategies to optimize outcomes for clients.
<p>We’re seeking an experienced Vice President, Commercial Loan Officer to manage and grow a dynamic commercial business portfolio. You will be responsible for developing new lending opportunities, maintaining strong business relationships, and delivering financial solutions that help our members and local businesses thrive. This position is based in Lowell, MA and reports to the Vice President of Commercial Lending & Business Services.</p><p><br></p><p><strong><u>Key Responsibilities:</u></strong></p><p>- Develop and retain commercial lending and deposit relationships with business members</p><p>- Generate, underwrite, and manage a robust pipeline of commercial loans, ensuring regulatory compliance and adherence to internal policies</p><p>- Assess loan applications by analyzing tax, financial, and credit information; evaluate risks, cash flow, collateral, and profitability</p><p>- Conduct annual reviews and site visits to verify compliance and ensure the health of the loan portfolio</p><p>- Resolve delinquencies and address member issues with empathy, patience, and professionalism</p><p>- Identify cross-selling opportunities and support broader department growth strategies</p>
