50 results for Tax Preparer in Littleton, MA

Tax Preparer We are offering a short-term contract employment opportunity for a Tax Accountant in Littleton, Massachusetts. This role is in a hybrid work environment and is part of the financial services industry. Responsibilities: • Prepare and review individual tax returns • Take on business tax preparation tasks, if prior experience is applicable• Operate with minimal supervision, demonstrating a high level of independence• Start work immediately and with confidence• Utilize Lacerte software for tax preparation tasks.

Tax Associate / Tax Sr. Associate We are offering an exciting opportunity for a Tax Sr. - Corporate in Newton, Massachusetts. This individual is responsible for utilizing research skills, applying tax foundational knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, recognizing, and communicating potential risks, preparing tax workpapers and working with tax software applications to complete tax returns for review. In this role, the Tax Senior Associate will act as the main client contact for general questions and information and may be charged with supervising and reviewing the work of Tax Associates. -Gathers necessary data and information to prepare federal, state and local tax returns for operating partnerships and s-corporations, as well as the personal tax returns of the respective business owners- Conducts research and compliance analysis relating to various state and/or local tax reporting requirements- Gathers required information, and drafts communications to respond to notices from tax authorities- Prepares tax returns using CCH Access - Prepares tax projections to quantify quarterly estimates and extensions- Analyzes state tax positions to determine tax efficiencies for owner composite/PTE tax elections- Suggests tax minimization actions based on the partner’s personal facts and circumstances- Assists in tracking tax return filing and payment due dates to ensure compliance Supervisory Responsibilities:- May supervise and manage the day-to-day work assignments - Provides verbal and written performance feedback to associates and interns - Acts as a mentor and leader

Sr. Tax - Public We are on the search for a Sr. Tax - Public, operating in the industry, and based out of Braintree, Massachusetts, United States. The role is central to our operations, ensuring the smooth running of tax and accounting services. As a Sr. Tax - Public, you'll be tasked with preparing and reviewing tax returns, providing tax planning and advisory services, and maintaining strong client relationships. Responsibilities • Accurately prepare and review tax returns for various entities including individuals, corporations, partnerships, and trusts. • Offer tax planning and advisory services to clients, ensuring compliance with tax laws and capitalizing on tax-saving opportunities. • Provide year-round tax support, including handling extensions, quarterly estimates, and audits. • Analyze financial statements to decipher tax implications and ensure accurate reporting. • Swiftly respond to client inquiries and offer solutions to tax-related issues. • Conduct research and interpret tax laws and regulations to ensure accuracy and compliance. • Foster and maintain strong client relationships, offering proactive guidance and support. • Collaborate with the team to deliver high-quality service. • Keep up-to-date with changes to federal, state, and local tax codes and regulations. • Utilize accounting software systems efficiently and effectively for tax preparation and other accounting functions.

Controller We are offering an exciting opportunity for a Controller to join our team in the financial services sector, located in Boston, Massachusetts. The Controller will be a crucial team member responsible for overseeing financial reporting, assisting in the administration and accurate reporting of financials, and providing direction to teammates. The role necessitates collaboration with various teams in the finance department to extract data necessary for reporting. Responsibilities: • Develop comprehensive financial plans including budgeting, forecasting, and scenario analysis while working in conjunction with department heads to align financial objectives with business and tax strategies. • Monitor weekly cash balances and short-term projections, ensuring accuracy and timeliness. • Handle the monthly reconciliation of account balances and monitor credit reports and accounts. • Oversee the preparation and updates of monthly budgets and spending reports. • Lead the processing of weekly payroll for personal employees. • Conduct monthly performance analysis on external investments. • Carry out quarterly projections of five-year cash flows and net worth financials. • Respond to ad hoc reporting requests from respective Principals in a timely and efficient manner. • Administer and review internal private equity databases for new investments, cap table changes, and valuation changes. • Prepare, review, and update quarterly tax payments and coordinate with tax preparer to review tax filings. • Collaborate with tax counsel on audit activity. • Consult with senior management on the development and monitoring of accounting and financial policies and procedures to ensure accuracy and institute controls. • Maintain detail-oriented interactions with external investments to obtain performance and valuations, external accountants for tax planning, filing, and inquiries and other associated parties.

Tax Supervisor Stat Date after 5/1/25. Well respected Public Accounting Firm with a 35+ year history in the Andover area with an excellent reputation is looking to hire a Tax Supervisor. This person will be part of 15-person team reporting into the managing principal getting involved with all aspects of taxes servicing their clients. This includes compliance and consulting services on multiple client engagements from start to finish, which includes planning, executing, directing, and completing tax projects. BS Degree required, CPA, MST preferred with 5-10+ years of tax experience in the public or private sector. Will be involved in Individual, S-Corps, Partnerships and Fiduciary Tax returns supporting all research and tax matters. Great opportunity for a Tax Professional looking to join team friendly collaborative work environment, work/life balance culture and offers remote flexibility. If interested, reach out to dino.valeri@roberthalf or message me thru LinkedIn.

Associate Attorney Robert Half Legal Permanent Placement is seeking a talented Trusts & Estates Attorney with tax experience to join our Tax, Trusts & Estates practice with our client in Boston. Serve high-net-worth individuals, families, and fiduciaries in estate planning, trust/estate administration, and tax matters, including income, gift, and estate tax return preparation. 1800 hour billable requirement, great pay and benefits. Grow your career with a growing firm. Responsibilities:<ul><li>Draft complex estate plans tailored to tax and legal considerations.</li><li>Handle trust and estate administration, including probate and accounting preparation.</li><li>Oversee tax reporting and fiduciary, gift, and estate tax filings.</li><li>Collaborate with colleagues and support practice growth.</li></ul>

Bookkeeper We are offering an exciting opportunity for an Office Manager/Bookkeeper in Salem, Massachusetts. The selected candidate will play a pivotal role in our team by ensuring the seamless operation of essential financial tasks. This role is crucial in maintaining a well-organized and efficient work environment, and it requires someone who is comfortable multitasking and thriving in a dynamic setting. Responsibilities:• Accurately and efficiently process customer credit applications.• Oversee and manage office supplies inventory by placing orders as needed and ensuring cost efficiency.• Act as the primary point of contact for vendors, suppliers, and contractors.• Implement and maintain office procedures and systems to boost productivity.• Collaborate with external accountants and auditors for tax preparation and year-end reporting.• Manage accounts payable and receivable, process invoices, and ensure payments are made and received on time.• Reconcile bank accounts, credit card statements, and other financial accounts regularly.• Assist with payroll processing and ensure timely and accurate calculations.• Prepare financial reports, including balance sheets, profit-and-loss statements, and cash flow forecasts.• Support the team with general administrative duties, document management, and correspondence.

Tax Manager - Public Start Date after 5/1/25. Well respected Public Accounting Firm with a 30+ year history in the Waltham area with an excellent reputation is looking to hire a Tax Manager. This person will be part of 10-person team reporting into the managing principal getting involved with all aspects of taxes servicing their clients. This includes compliance and consulting services on multiple client engagements from start to finish, which includes planning, executing, directing, and completing tax projects. BS Degree required, CPA, MST preferred with 5-10+ years of tax experience in the public or private sector. Will be involved in Individual, S-Corps, Partnerships and Fiduciary Tax returns supporting all research and tax matters. Great opportunity for a Tax Professional looking to join team friendly collaborative work environment, work/life balance culture and offers remote flexibility. If interested, reach out to dino.valeri@roberthalf or message me thru LinkedIn.

Tax Director - start up CPA firm! Unique situation!! Tax Director / CPA FirmBoston Area / Hybrid $200k++ Newly-created role within a newly-created professional services firm providing full audit and tax work. Established (and growing) set of clients for this CPA firm. Very stable situation. Really zero risk. Great opportunity to join a growing firm with a fresh and employee-friendly culture from the get-go!! If you have 10+ years within public accounting with a focus on corporate tax services, this is a place you should consider. The firm has an established client base, so you will not be expected to do business development as a major part of the job. The key will be to provide key leadership to the developing team of managers, seniors and staff while maintaining a high level of client service. Excellent compensation, time off and benefits, as well as nice restrictions on peak busy season hours (< 55) for everyone. Above market compensation salary range $175-225k+, plus bonus...Comp will be based on experience.

Trust & Estates Atorney Robert Half Legal Permanent Placement is seeking a highly skilled Trusts & Estates Paralegal or Attorney with expertise in taxation to serve as an Estate Settlement Attorney in Boston. The Estate Administrator supports Trustees and clients by facilitating the settlement of estates and administration of trusts. This position demands an in-depth understanding of estate settlement, probate, legal frameworks, tax compliance, and trust administration. A high level of professionalism, excellent communication skills, and exceptional attention to detail are essential. Working independently and effectively managing multiple responsibilities under minimal supervision is imperative. The Estate Administrator will also ensure the utmost discretion when handling confidential financial and personal information. Must have filed estate tax returns. Tax Compliance and Planning:<ul><li>Prepare federal and state estate or inheritance tax returns and gift tax returns in compliance with relevant regulations.</li><li>Generate estate tax projections and analyze planning documents for tax-related insights.</li></ul>Probate and Legal Administration:<ul><li>Manage probate accounting activities, working with attorneys and probate court personnel to ensure compliance and submission of documentation.</li><li>Collaborate with outside counsel on legal matters, including identifying and mitigating legal and tax risks.</li></ul>Client and Trustee Engagement:<ul><li>Provide exceptional client service through clear communication of complex estate planning and tax concepts.</li><li>Proactively address trustees’ needs, offering guidance on settlement timetables and processes.</li></ul>Multitasking and Project Management:<ul><li>Maintain tracking systems and project timelines to ensure efficient completion of estate settlement activities.</li><li>Manage multiple concurrent projects and prioritize tasks effectively.</li></ul>Collaboration:<ul><li>Work closely with internal teams, including fiduciary services and investment professionals.</li><li>Uphold high-quality service standards while adhering to established processes.</li></ul>

Accountant - Entry Level We are in search of an Entry Level Accountant to be a part of our team in the non-profit sector, situated in Turners Falls, Massachusetts. In this role, you will be involved in various accounting tasks such as maintaining financial records, assisting with accounts payable and receivable, and account reconciliation. You will contribute towards the preparation of financial reports and ensure compliance with tax regulations. You will also have the chance to work in a dynamic environment where you will be supporting audits for donor-funded programs and assisting in budget preparation. Responsibilities • Assist in the preparation of financial reports to track the organization's financial status • Contribute towards maintaining accurate financial records to ensure clear and organized bookkeeping • Support the finance team by assisting with accounts payable and receivable • Perform account reconciliation tasks to ensure accuracy and consistency in financial data • Ensure compliance with tax regulations to avoid legal issues and penalties • Assist in budget preparation to help the organization plan its finances effectively • Support audits for donor-funded programs to ensure the proper use of funds • Utilize accounting software systems to streamline and automate financial tasks • Perform account analysis to identify and resolve any discrepancies • Handle accounting entries accurately to ensure reliable financial documentation.

Sr. Accountant - Private Equity We have partnered with a private equity firm seeking a Sr. Accountant. The role will have a blend or corporate accounting, month end close, fund accounting and some tax. This group is doing very well with a nice pipeline. The office schedule is hybrid, and it pays $100 - 120K + 20% bonus. Please message me on linkedin or email for immediate consideration john.holtman@roberthalf Responsibilities: • Oversee the preparation of quarterly financial statements by a third-party administrator.• Handle the annual audit of financial statements, coordinating closely with a third-party accounting firm.• Examine capital contribution and distribution calculations prepared by the third-party administrator.• Aid in the quarterly valuation process and review valuation models prepared by team members.• Assemble Valuation Committee materials in cooperation with finance and deal teams.• Support the quarterly fund expense and accrual allocation process.• Help with treasury management and maintain precise investor records.• Aid in the preparation of partner demographic files and review of annual tax returns, estimates, and Schedule K-1’s.• Assist in tax payment processing and distribution of Schedule K-1’s to both external and internal investors.• Process tax notices and refund checks.• Help in accounts payable, analysis, and approval of invoices received.• Assist in management entity bookkeeping and reporting.• Help in preparation of annual Form ADV and Form PF filings.• Respond to ad hoc requests from investors, including audit confirmations, surveys, and questionnaires.

Tax Staff - Public We are seeking a detail-oriented individual to fill the role of Tax Accountant in Worcester, Massachusetts. The primary function of this role is to utilize your skills in tax planning and analysis to positively impact our clients' financial endeavors. This role offers an exciting opportunity to be an integral part of our team, contributing to various aspects of our clients' financial needs. For Immediate Interview please contact Victor Muller at 508- 205-2136 Responsibilities:• Utilize the CCH Axcess Suite and other relevant software to prepare and analyze individual and business tax returns• Design and implement strategic tax planning solutions to optimize our clients' financial positions• Conduct forensic engagements and business valuations to address complex financial challenges• Collaborate with our team of over 20 individuals, providing support and guidance as necessary• Stay updated on the ever-changing tax laws and regulations by attending webinars, seminars, and engaging in thorough research• Analyze projections and financial statements to empower clients to make informed financial decisions that align with their goals• Use Microsoft Excel and other accounting functions to maintain accurate records and ensure compliance• Assist with the preparation of quarterly taxes, corporate tax, Form 990, individual tax, partnership tax, sales & use tax, and trust & estate tax• Apply your knowledge of tax law to interpret and apply regulations and standards.

Corporate Tax Staff Accountant We are offering a long term contract employment opportunity for a Corporate Tax Staff Accountant in Burlington, Massachusetts. This role is within the industry and involves supporting daily tax accounting operations. You will be tasked with handling tax calculations and provisions, reviewing files, and reporting income, gains, losses, deductions, and credits. Responsibilities• Utilizing ERP software systems for report generation.• Conducting operational tax planning.• Assisting with the preparation of Corporate C CORP 1120.• Collaborating with an external CPA firm for most of the work.• Reviewing files and annual tax returns.• Conducting tax calculations and provisions.• Preparing all domestic tax returns.• Focusing on Sales and Use Tax as a minor part of the role.• Utilizing Microsoft Excel to maintain and analyze data.• Managing the month-end 3-day close process.

Staff Accountant We are in the process of recruiting a Staff Accountant to join our team situated in Nashua, New Hampshire. Our organization operates within the industry, and this role is pivotal in maintaining and improving our financial health. This role will involve preparing and maintaining financial records, performing reconciliations, and assisting with audits, among other duties. Responsibilities: • Carry out accurate and efficient processing of financial records and reports, including monthly, quarterly, and annual financial statements. • Conduct reconciliations of both bank accounts and general ledger accounts. • Execute analysis of trends within income statement accounts. • Handle accruals and prepaids while maintaining fixed asset records and reconciliations. • Analyze subledgers, reconcile variances, and ensure compliance with internal controls, accounting policies, and regulatory requirements. • Provide necessary documentation and information to auditors during audits. • Identify trends, discrepancies, and areas for improvement by monitoring and analyzing financial performance. • Support month-end and year-end closing processes and assist with financial statements, sales tax, 401k and other audits. • Participate in the preparation of tax filings and other regulatory reports. • Collaborate with internal departments to ensure accurate, timely, and complete financial reporting. • Contribute to the overall financial health of the company through accurate and organized financial management. • Communicate effectively with personnel from all levels and departments of the organization. • Assist with annual physical inventory and handle other work-related duties as needed.

Sr. Accountant We are looking for a Sr. Accountant to join our team in Worcester, Massachusetts. In this role, you will be responsible for managing various aspects of accounting and finance, including processing customer applications, maintaining accurate records, and resolving customer inquiries. This position is crucial for maintaining the financial health and transparency of our operations. For immediate interview please call Victor Muller directly at 508 205 2136 Responsibilities: • Interpret estate and trust documents for proper tax filings• Assist in the management of the estate and trust department, including supervision of staff• Monitor firm budgets to actual for client productivity• Preparation and review of individual income tax returns, estate, trust and gift returns• Assist in maintaining and monitoring deadline due dates for tax returns• Provide assistance to the admin department – knowledge of assembly and production of completed tax returns as well as extension requests• Produce E-Filing reports and monitor outstanding E-File needs as necessary• Perform other duties provided by partners• Process customer credit applications accurately and efficiently• Maintain accurate customer credit records

Full Charge Bookkeeper We are actively seeking a Full Charge Bookkeeper to join our team based in Norwood, Massachusetts. We are seeking an experienced bookkeeper or accountant who can reconcile accounts, perform month-end close processes, and prepare financial reports for multiple clients across various industries. The ideal candidate has prior experience in a CPA firm or outsourced accounting environment, is proficient in QuickBooks Online and Desktop, and understands GAAP principles.We are looking for a detail-oriented problem solver who can take ownership of the books, ensure accuracy, and communicate effectively with clients and internal team members. Experience with financial statement analysis, adjusting journal entries, and cash flow management is highly preferred. Responsibilities:Perform month-end and year-end close processes, including adjusting journal entriesReconcile bank, credit card, loan, and intercompany accountsReview and analyze balance sheets and income statements for accuracyPrepare financial reporting packages and assist with cash flow trackingEnsure proper categorization of transactions and maintain clean general ledgersWork directly with clients and internal team members to resolve discrepanciesSupport the preparation of annual tax packages for CPA reviewAssist with payroll entries and accruals as needed

Accounting Manager/Supervisor We are offering an exciting opportunity for an Accounting Manager to join an excellent leading company in their industry in the New England area. This role is located in Franklin, Massachusetts. As part of our team, you will be integral in overseeing all accounting operations functions, producing the month/year end reporting, ensuring compliance and the upholding of financial standards, and assisting with audits and analysis. The Accounting Manager will also be instrumental in mentoring the accounting staff and optimizing financial processes to support efficiency and business growth. For immediate consideration, please contact Mylinda Harrison at 508-205-2130. Responsibilities<ul><li>Financial Reporting and Month-End/Year-End Close: Oversee the month-end and year-end close processes, ensuring timely and accurate reconciliations and reporting. Prepare, review, and analyze financial statements and reports</li><li>Day-to-Day Accounting Operations: Supervise and manage daily accounting activities, including accounts payable, accounts receivable, payroll, and general ledger functions. Ensure compliance with generally accepted accounting principles (GAAP)</li><li>Review, post, and reconcile journal entries</li><li>AIA Billing and Construction Industry Compliance: Understand, prepare, and manage AIA billing contracts specific to the construction industry. Ensure consistent accuracy and adherence to contract terms</li><li>Leadership and Collaboration: Actively engage with senior management to provide financial insights and support key business decisions. Serve as a financial advisor, offering recommendations on cost controls, profitability, and cash flow analysis</li><li>Mentorship and Staff Development: Mentor and guide accounting staff members, providing training opportunities and fostering growth in their roles. Supervise and monitor accounts payable and other areas handled by other team members</li><li>Audit Preparation and Compliance: Assist in preparation for external reviews, financial audits, and tax compliance. Collaborate with auditors to ensure a smooth and efficient review process</li><li>Process Improvement and Financial Systems: Identify and implement process improvements in financial workflows to enhance efficiency and accuracy. Maintain and optimize ERP and accounting systems used by the company</li><li>Organizational Financial Leadership: Coordinate cash flow management and financial planning to support operational and strategic goals. Ensure regulatory compliance in all financial processes</li><li>Knowledge of GAAP and regulatory compliance standards</li><li>Excellent analytical, organizational, and critical thinking skills with strong attention to detail with a commitment to accuracy</li><li>Ability to communicate effectively and collaborate across all levels, including with senior management</li><li>Demonstrated leadership skills with experience mentoring and developing accounting staff: has 1 staff accountant that reports directly to this position</li></ul>

Manager or Sr. Project Accountant We are in the process of recruiting a Sr. Project Accountant or Manager to join thier team based in Boston, Massachusetts. This role involves a wide range of responsibilities, including financial reporting, account reconciliation, and project budgeting. The Sr. Project Accountant will work closely with leadership and various departments to ensure accurate and timely billing. This role is mainly in office and compensates from $85 - 100K + bonus. Please message me on linkedin or email me for consideration john.holtman@roberthalf Responsibilities• Oversee the accurate and efficient processing of client invoices, including the preparation of drafts for approval by project managers.• Manage Consultant invoices, payments, expense reports, check requests, and other related financial reports.• Conduct monthly reconciliation of project statements and bank statements, investigating any discrepancies found.• Work with leadership to ensure the timely collection of outstanding invoices.• Coordinate with the HR team to oversee payroll activities.• Carry out the reconciliation process for credit card transactions and other accounts as required.• Prepare and submit monthly client Accounts Receivable (AR) and aging report statements for review by the Principal.• Oversee the onboarding process for new projects, in collaboration with contract administration.• Monitor and maintain project budgets, ensuring they are up to date.• Calculate sub consultant payments and monitor consultant invoices.• Assist with year-end review, audit, and tax requirements, including reconciliation with an outside tax accountant.• Facilitate the transfer of software from Quickbooks to Deltek Vision.

Attorney/Lawyer Our client is seeking an Associate Attorney to join their legal team in Medfield, Massachusetts. The primary focus of this role will be within the Trusts and Estates field, contributing to the innovative and forward-thinking Estate Planning and Administration teams. You will be responsible for handling probate and trust administration, estate planning, and dealing with taxation and trust accounting issues. Location: Medfield, MA 02052Role: Trusts & Estates Associate AttorneyComp Package: $125,000 - $165,000 (DOE) Responsibilities:<ul><li>Draft, review, and interpret legal documents, including trust agreements, appointments, amendments, and resignations.</li><li>Manage the preparation of probate inventories, court filings, and probate accountings.</li><li>Prepare summaries and accountings for trust beneficiaries.</li><li>Communicate with trust and estate beneficiaries regarding distribution matters.</li><li>Assist in the administration of trusts at various stages of the process.</li><li>Draft a variety of estate planning documents using WealthDocx software.</li><li>Meet with clients in the TrustSupport™ program to review, update, and enhance their estate plans.</li><li>Prepare gift tax and estate tax returns.</li><li>Support tax professionals in preparing fiduciary income tax returns.</li><li>Assist with asset retitling, identifying relevant provisions, and executing principal payments.</li><li>Oversee the management of real estate properties owned by estates or trusts.</li><li>Collaborate with client advisors, including financial planners, accountants, and other attorneys.</li><li>Supervise and delegate tasks to paralegals and legal assistants as needed.</li><li>Meet the annual billable hour requirement of 1,500 hours.</li></ul>

Senior Accountant - Reason to Stay in Public Accounting! Start date after 5/1/25. A full-service CPA firm in the Andover area comprised of 15+ professionals is looking for a Senior Accountant due to expansion. This is a hybrid role- about 70% Audit and 30% Tax focused. The responsibilities include conduct assigned audits, review and completion requirements (beginning to end), develop audit programs and control initiatives, complete tax returns, assuring compliance with federal, state and local tax laws, tax research and financial statement preparation. Interested candidates must have at least 3+ years of public accounting experience, CPA or CPA candidate preferred. This is great opportunity for someone who is truly looking for an environment that promotes a work/life balance culture and is tired of the demanding requirements working for medium to large size CPA firm. This opportunity offers reduce working schedule 3 months of the year with minimal overtime required during tax season (46 hour work week for 6 weeks only). Excellent benefits including 100% Paid Medical Benefits offered with no overnight travel required. Flex schedule on hours as well (core hours 10am-3pm) and remote flexibility 1-2 days from home. If interested, to dino.valeri@roberthalf;com or message me thru Linkedin.

Director of Accounting We are accepting applications for the role of Director of Accounting based in Massachusetts. As part of a non-profit organization, the incumbent will be responsible for maintaining the accuracy and integrity of the financial statements and assets. The position involves providing guidance on technical accounting matters, leading the annual financial audit, and preparing tax returns and regulatory filings. For immediate interview contact Victor Muller at 508 205 2136 Responsibilities:• Lead the General Ledger team, ensuring the provision of detail-oriented development opportunities.• Provide training and offer technical assistance as necessary.• Conduct research and offer guidance on technical accounting topics, as well as new and emerging accounting guidelines, consulting with external experts when required.• Oversee the monthly closing process, including managing reconciliations.• Record journal entries to reflect monthly activities.• Carry out treasury functions in cash management and act as an authorized check signer.• Serve as a liaison for Workers Compensation audit.• Revise and maintain all Fiscal Services Team policies and procedures.• Ensure compliance with all applicable laws, rules, and regulations.• Manage the year-end audit and consolidated statements preparation.• Set up and maintain systems and controls to verify the integrity of all processes, systems, data, and reporting.• Act as the primary contact for the annual audit and uniform financial report.• Prepare and review federal and state tax organizers and initial tax returns.• Prepare and file Owner Certified Real Estate Assessment Center filings.• Recommend procedural improvements and resolve issues.• Supervise other finance and accounting staff as required.• Participate in a variety of special projects and develop ad hoc reports as requested.• Attend and actively participate in supervision and staff meetings.

Staff Accountant **Staff Accountant** Our client is seeking a detail-oriented and collaborative Staff Accountant to join our team and play a key role in both general accounting and payroll management. This role involves processing bi-weekly payroll, preparing journal entries, reconciling accounts, supporting month-end close, and ensuring compliance with grant and tax filings. You’ll work closely with HR and finance teams, providing actionable insights through variance analysis, financial reporting, and budget preparation. If you’re an organized professional with strong analytical skills who thrives in a mission-driven environment, we encourage you to apply! ((Boston, Hybrid, Parking On-site, up to $80K)) <ul><li>Bachelor’s degree in Accounting, Finance, Business Administration or related field.</li><li>Minimum of 3-5 years of accounting experience preferably with a non-profit organization. </li><li>Technically proficient in Microsoft Office Suites, especially Excel (advanced formulas, pivot tables, vlookup), Paylocity and Netsuite</li></ul>

Accounting Manager Overview:We are seeking an experienced and detail-oriented Accounting Manager to lead and oversee our accounting department. The ideal candidate will ensure the accuracy and efficiency of all financial operations, provide strategic financial insights, and manage the day-to-day operations of the accounting team. This role requires a strong understanding of accounting principles, management expertise, and a commitment to maintaining compliance with regulatory requirements. Key Responsibilities:<ul><li>Leadership & Team Management:</li><li>Supervise and mentor the accounting team, including accounts payable, accounts receivable, and payroll specialists.</li><li>Conduct regular performance evaluations, set objectives, and offer guidance to team members for professional growth.</li><li>Financial Reporting & Analysis:</li><li>Oversee the preparation of timely and accurate financial statements (e.g., income statements, balance sheets, cash flow reports).</li><li>Analyze financial data to identify trends, variances, and opportunities for improvement.</li><li>Compliance & Audit:</li><li>Ensure compliance with federal, state, and local financial regulations, including tax requirements and reporting standards.</li><li>Serve as the primary point of contact for external auditors and coordinate audit processes.</li><li>System Management:</li><li>Maintain and optimize ERP systems for financial reporting and tracking.</li><li>Support process improvements through the adoption of advanced tools, such as AI platforms and automation software.</li><li>Budgeting & Forecasting:</li><li>Lead the budgeting process by collaborating with other departments to estimate revenues and expenses.</li><li>Provide insights and recommendations for strategic decision-making based on financial forecasts.</li><li>Policy Development:</li><li>Establish, document, and maintain internal controls and accounting policies to ensure robust financial practices.</li><li>Develop strategies to mitigate financial risks and improve operational efficiencies.</li></ul>

Finance Associate We are seeking a Finance Associate to join our team in the Financial Services industry, located in Boston, Massachusetts. This position will be part of a family office in the role of Finance Associate. The candidate will work with the team in organizing, administering, overseeing, and reporting on a variety of functions to improve the financial reporting and asset management for the supported families.The ideal candidate is a self-motivated and detail-oriented team player with strongorganizational skills, a professional and discreet demeanor, and a flexible approach to learning, with the ability to handle conflict and changing information in a fast-paced environment. RESPONSIBILITIES:Treasury and Banking SupportCash Management and ReconciliationInvestment AdministrationOperational and Reporting Support• Account for a high volume of daily activity for various entities in Investran which serves as the general ledger system and the portfolio accounting system• Assist in preparation of regular reporting as well as frequent ad hoc deliverables• Prepare weekly report of investment and cash activity• Reconcile and review cash inflows and outflows daily• Maintain budgets and assist in forecasting of upcoming cash flows• Participate in cash management, such as processing payments and strategically managing cash• Various tasks related to investment administration and accounting from beginning to end of workflow, such as monitor distributions and process capital calls to ensure accurate reporting• Coordinate supporting documentation for individual tax returns and collaborate in planning and filing of payments and returns• Maintain online and physical filing systems• Participate in meetings with external advisors• Other interesting one-off projects