<p>Our client is adding to their growing staff & are now looking for someone who enjoys client interaction & being in the thick of tax strategy & planning! EA, CPA or just solid tax advisor experience needed. </p><p>If this catches your attention, let's connect! CASEY WIGGIN on LINKEDIN</p><p><br></p><p>• Prepare individual, trust, and small business tax returns with accuracy and timeliness</p><p>• Ensure compliance with federal and state regulations</p><p>• Stay current on tax code updates and planning opportunities</p><p>• Deliver tax planning insights to clients as needed</p><p>• Identify and educate tax clients about the benefits of our financial planning and estate/legacy services</p><p>• Facilitate smooth handoffs to the appropriate departments</p><p>• Track first appointments and support follow-through to ensure client satisfaction</p><p>• Collaborate with internal teams to align client goals with service offerings</p>
<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. </p><p><br></p><p>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. </p>
We are seeking a =+ years of experience and detail oriented Receptionist to support the front desk operations at a high-profile client site in downtown Boston. The ideal candidate will have strong communication skills, a welcoming demeanor, and the ability to multitask in a fast-paced corporate environment. <br> Key Responsibilities Greet and assist guests and visitors; escort as needed Answer and route incoming calls on a multi-line phone system Handle incoming/outgoing mail, deliveries, and maintain updated phone lists Book conference rooms and manage office hoteling using EMS software Assist with light administrative duties, such as ordering food or office supplies Lift packages or supplies (up to 50 lbs occasionally) Support additional departments and projects as needed Maintain confidentiality and professionalism at all times Communicate effectively with the client and onsite manager regarding tasks and deadlines
<p>Our client is a reputable and world-renowned Asset Management firm is looking to bring onboard a Finance Associate to the team.</p><p>The Finance team manages and reports on a diverse investment portfolio while collaborating with internal and external stakeholders. This role focuses on private equity investments, with exposure to other asset classes like hedge funds, public equity, and real estate. Key responsibilities include managing valuation and accounting, overseeing fund administrators, collaborating on investment closings, and conducting financial analysis. </p>
<p>We are looking for a detail-oriented Legal Secretary / Receptionist to join a dynamic law firm in the Greater Quincy area. This position supports attorneys specializing in Workers' Compensation and Insurance Defense law, providing administrative and clerical assistance to ensure smooth daily operations. The role is fully on-site and offers an engaging opportunity to contribute to a fast-paced legal environment. This is a full time position holding 40 hours per week. </p><p><br></p><p>Responsibilities:</p><p>• Manage attorney calendars, including scheduling appointments, hearings, and meetings.</p><p>• Prepare, edit, and transcribe legal documents and correspondence using dictation tools.</p><p>• Handle reception duties, including greeting visitors and managing phone calls professionally.</p><p>• Organize and maintain case files, ensuring all documentation is accurate and up-to-date.</p><p>• Assist in coordinating Workers' Compensation case-related tasks and deadlines.</p><p>• Conduct routine administrative tasks, such as filing, scanning, and handling mail.</p><p>• Maintain confidentiality while managing sensitive legal information.</p><p>• Communicate effectively with clients, attorneys, and insurance representatives as needed.</p><p>• Support the team in preparing for hearings and case reviews.</p>
<p>We are looking for an experienced Chief Financial Officer (CFO) to lead and oversee our financial strategy and operations during a period of significant growth. This role focuses on enhancing financial planning, investor relations, and corporate strategy with a strong emphasis on real estate investments and asset management. The ideal candidate will drive operational efficiency, optimize financial performance, and ensure compliance while guiding the organization toward its long-term strategic goals.</p><p><br></p><p>For immediate interview please contact Victor Muller at 508-205 2136</p><p><br></p><p>Responsibilities:</p><p>• Develop and implement comprehensive financial strategies to support corporate growth and market expansion.</p><p>• Oversee all aspects of financial operations, including accounting, treasury, budgeting, and reporting for real estate assets and investment ventures.</p><p>• Lead financial forecasting, planning, and analysis to inform strategic decision-making.</p><p>• Establish and maintain cash flow management policies to ensure operational liquidity and financial stability.</p><p>• Provide financial insights and predictive modeling to support business strategies and maximize shareholder value.</p><p>• Manage relationships with investors, shareholders, and external financial partners to build trust and transparency.</p><p>• Ensure compliance with regulatory and tax requirements by preparing and submitting accurate financial reports.</p><p>• Design and enforce financial and operational controls to maintain efficiency and mitigate risks.</p><p>• Build and lead a high-performing finance and accounting team to support organizational objectives.</p><p>• Analyze current and future business operations to assess financial effectiveness and identify growth opportunities.</p>
We are looking for a detail-oriented Collections Specialist to join our team on a contract basis in Hopkinton, Massachusetts. In this role, you will be responsible for managing outstanding accounts and ensuring timely resolution of billing discrepancies. This position requires a proactive individual with strong organizational skills and the ability to solve problems effectively.<br><br>Responsibilities:<br>• Manage and resolve a backlog of outstanding accounts and billing issues.<br>• Conduct thorough reviews of consumer and commercial collections to ensure accuracy.<br>• Collaborate with clients and internal teams to address payment discrepancies and overdue balances.<br>• Monitor accounts receivable and follow up on overdue invoices to secure payments.<br>• Utilize established collection processes to achieve timely resolution of outstanding debts.<br>• Analyze credit and account histories to identify potential risks and recommend solutions.<br>• Ensure all documentation related to collections and billing is maintained accurately.<br>• Implement strategies to improve collection efficiency and minimize delays.<br>• Provide regular updates to management on collection efforts and account statuses.<br>• Maintain compliance with company policies and industry regulations during all collection activities.
