<p>We are looking for a Senior Accountant to join our team in North Andover, Massachusetts area on a long-term contract basis. This role is pivotal in ensuring accurate financial reporting, compliance, and strategic insights to support organizational goals. As a key contributor, you will collaborate across departments and mentor less experienced accounting staff while driving improvements in accounting processes.</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting.</p><p>• Prepare consolidated financial statements, including profit and loss, balance sheets, and cash flow statements, adhering to organizational formats.</p><p>• Perform reconciliations for general ledger accounts and manage key schedules such as accruals, prepaids, depreciation, and amortization.</p><p>• Analyze variances between actual results and budgeted figures, providing actionable insights to stakeholders.</p><p>• Support internal and external audits, tax filings, and compliance checks to maintain regulatory standards.</p><p>• Refine accounting policies and document internal controls to improve operational efficiency and compliance.</p><p>• Provide mentorship and guidance to less experienced accounting staff, including Accounts Payable, Accounts Receivable, and general ledger teams.</p><p>• Collaborate with cross-functional teams, such as Finance, Operations, and HR, to drive financial projects and enhance processes.</p><p>• Handle revenue-related accounting tasks, including deferred revenue and revenue recognition, with precision.</p><p>• Utilize Microsoft Dynamics and other tools to optimize financial workflows.</p>
<p>We are looking for a detail-oriented Staff Accountant to manage and oversee various financial activities within our organization. Based in Hopkinton, Massachusetts, this role involves maintaining accurate financial records, ensuring compliance with regulations, and supporting the overall financial health of the company. The ideal candidate will bring expertise in accounting principles and possess strong organizational skills to contribute to our team’s success.</p><p><br></p><p>Responsibilities:</p><p>• Develop and uphold financial policies, procedures, and internal controls to ensure regulatory compliance.</p><p>• Handle all aspects of the general ledger in QuickBooks, including billing, accounts payable, accounts receivable, payroll, and fixed assets.</p><p>• Lead the annual budgeting process, including variance analysis and forecasting.</p><p>• Process payroll efficiently and oversee outsourced payroll functions.</p><p>• Ensure timely and precise reconciliation of monthly bank accounts.</p><p>• Prepare and distribute accurate financial statements on a regular basis.</p><p>• Assist in creating annual budgets and financial forecasts.</p><p>• Collaborate with external organizations to meet government reporting and tax filing requirements.</p><p>• Maintain a structured and accessible accounting filing system.</p><p>• Administer Human Resources operations, including employee onboarding, benefits management, and compliance with licensing requirements.</p>
<p>We are looking for a detail-oriented Staff Accountant to join our team in Marlborough, Massachusetts on a permanent, part-time basis. In this role, you will play a vital part in maintaining accurate financial records, ensuring compliance with accounting standards, and supporting various financial functions. This position offers an excellent opportunity for an individual seeking a hands-on accounting role with a blend of administrative responsibilities. A team-player mindset is essential to succeed in this collaborative environment. The part time hours promote great work life balance for someone looking to work during school hours or someone just wanting to make some extra income.</p><p><br></p><p>Responsibilities:</p><p>• Analyze financial data and generate reports to assist management in decision-making.</p><p>• Perform thorough reconciliations of bank statements, credit card accounts, and general ledger balances.</p><p>• Post client payments and manage accounts receivable processes, including collections and resolving discrepancies.</p><p>• Ensure timely and accurate processing of accounts payable transactions, including matching invoices with purchase orders.</p><p>• Maintain vendor relationships by ensuring payments are made promptly and addressing any issues.</p><p>• Prepare and record precise journal entries to facilitate month-end closing activities.</p><p>• Support general office operations by assisting with administrative tasks as needed.</p><p>• Collaborate with team members to ensure seamless financial processes and adherence to company policies.</p>
<p>We are looking for a highly skilled Accountant to join our team in Boston, Massachusetts. This role requires a detail-oriented individual with a strong background in accounting and financial management. The ideal candidate will bring expertise in QuickBooks Desktop, excellent organizational abilities, and a proactive approach to handling financial tasks.</p><p><br></p><p>Responsibilities:</p><p>• Oversee the complete bookkeeping process, including accounts payable, accounts receivable, and general ledger management.</p><p>• Utilize QuickBooks Desktop to maintain accurate financial records and generate detailed reports.</p><p>• Prepare and manage financial statements to ensure compliance with company policies and regulations.</p><p>• Collaborate with the President and other stakeholders to provide financial insights and recommendations.</p><p>• Monitor cash flow, reconcile bank statements, and manage payroll processes.</p><p>• Ensure timely and accurate filing of tax forms and other regulatory documents.</p><p>• Assist in budgeting and forecasting activities to support strategic decision-making.</p><p>• Maintain organized financial documentation for audits and internal reviews.</p><p>• Support the implementation and integration of accounting software as needed.</p><p>• Communicate effectively with team members to address financial queries and concerns.</p>
<p>We are seeking a detail-oriented and proactive <strong>Accounts Receivable (AR) Analyst</strong> to join our clients team. </p><p><br></p><p>In this role, you will be responsible for managing vendor program agreements, ensuring accuracy and compliance with negotiated terms. You will collect vendor program allowances using aging reports to manage collections effectively, and prepare quarterly reconciliations, investigating and resolving any discrepancies that arise during the process. A key part of your responsibilities will be identifying and communicating collection cushions and risks while ensuring monthly collection goals and due dates are consistently met. You will complete the vendor post-audit function and create weekly invoices for marketing activities, processing invoices and credit memos, and managing the collection of open balances.</p><p>This role requires strong collaboration with both vendors and internal merchants. You’ll partner with vendors to understand proof-of-performance requirements and work closely with merchants to gather information on upcoming marketing activities, ensuring a structured process for communicating vendor program details. Regular meetings with merchants will be essential to review vendor balances, assess risk, and ensure receipt of roadmaps for significant outstanding balances, particularly those exceeding 90 days. Additionally, the AR Analyst will perform month-end close duties including journal entry preparation and account reconciliations. If you are highly organized, analytical, and thrive in a collaborative environment, we encourage you to apply.</p><p><br></p><p><strong>For immediate consideration please call Allison Brown at 508.205.2121</strong></p>
<p>We are seeking an experienced and detail-oriented <strong>Accounts Receivable Manager</strong> to join our client’s team and oversee the billing and collections process in a fast-paced healthcare environment. In this role, you will be responsible for maintaining accurate and organized <strong>resident admission files</strong> on a weekly basis, processing <strong>monthly billings</strong> for each payor class and related co-insurances, and preparing <strong>resident statements</strong> as required. You will handle <strong>Medicaid and Medicare claims</strong>, correcting and re-billing any denied claims in a timely manner to ensure prompt payment to the facility. Additionally, you will review and track all billable ancillary supplies, as well as check and prepare vendor bills to ensure proper payment. This position requires a strong commitment to accuracy, timeliness, and compliance with all applicable regulations. <strong>Other duties may apply</strong> as needed to support the financial health of the organization.</p><p>If you thrive in a detail-driven role, enjoy problem-solving, and have a passion for ensuring smooth revenue cycle operations, we’d love to hear from you.</p><p><br></p><p>For immediate consideration please call Allison Brown at 508.205.2121</p>
<p>Our client is transforming the way people experience life insurance, putting human connection and everyday families at the center of everything they do. This is more than a reporting role — it’s your chance to contribute to a company that prioritizes impact, growth, and a mission-driven culture.</p><p><br></p><p><strong>🧠 What You’ll Do</strong></p><p>As Manager of Financial Reporting, you’ll lead a team of three and serve as a key liaison between business operations, executive leadership, and external regulators. Your impact will span across internal financial analysis, statutory reporting, regulatory compliance, and developing scalable, tech-savvy reporting processes.</p><p><br></p><p><strong>You’ll be responsible for:</strong></p><ul><li>Preparing, analyzing, and delivering internal and external financial reporting (GAAP & Statutory)</li><li>Managing chart of accounts, general ledger, and performance metrics</li><li>Partnering with senior leadership and cross-functional teams to inform strategic decisions</li><li>Supporting audits, state filings, and other regulatory compliance efforts</li><li>Mentoring and developing your team, while remaining hands-on</li><li>Innovating systems and reporting tools for accuracy, efficiency, and insight</li><li>Leading a team of 3 accountants</li></ul><p><br></p><p><br></p>
<p>We are seeking an Accounts Receivable Clerk to join our team in Westborough, Massachusetts. The role involves managing intercompany billings, processing manual invoices, and maintaining accurate customer credit records. This role is vital to our operations and requires someone with strong skills in Account Reconciliation, Accounts Receivable (AR), Billing, Cash Applications, and Microsoft Excel.</p><p><br></p><p>For immediate consideration please call Allison Brown at 508.205.2121</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Handle a high volume of intercompany billings through an automated system</p><p>• Maintain and update billing files for various divisions</p><p>• Generate new charge out files for new billings and distribute backup for invoices to sites via email</p><p>• Process manual invoices and credit memos in a timely and accurate manner</p><p>• Post cash receipts on a daily basis, including wires, ACH, and checks</p><p>• Prepare deposits and scan all cash receipts for record-keeping</p><p>• Enter intercompany paper transfers and follow up with sites on any questions about paper transfers</p><p>• Regularly update intercompany balances and distribution lists</p><p>• Review and prepare consolidated Sales and Bookings reports for all sites on a weekly basis</p><p>• Assist with other projects as they arise, particularly those related to Quarter and Year End reporting and month-end reporting.</p>
<p>We are looking for an experienced Internal Audit Manager to join our team on a long-term contract basis in Burlington, Massachusetts. In this role, you will collaborate closely with the Internal Audit Director to oversee controls and conduct in-depth audits related to complex project-based revenue accounting. This position offers an opportunity to work on-site a few days per week and has the potential to transition into a permanent role as Manager or Senior Manager of Internal Audit.</p><p><br></p><p>Responsibilities:</p><p>• Perform detailed audits of project-based revenue accounting, ensuring compliance with industry standards.</p><p>• Support the Internal Audit Director in maintaining and enhancing internal controls.</p><p>• Develop and execute comprehensive audit plans, including SOX 404 compliance testing.</p><p>• Conduct evaluations of Sarbanes-Oxley controls and provide recommendations for improvements.</p><p>• Collaborate with cross-functional teams to address audit findings and implement corrective actions.</p><p>• Utilize frameworks such as COBIT to assess risks and improve governance processes.</p><p>• Prepare detailed reports for the Audit Committee, summarizing findings and key insights.</p><p>• Ensure alignment of audit programs with organizational objectives and regulatory requirements.</p><p>• Apply industry knowledge from aerospace, defense, construction, or manufacturing sectors to audit processes.</p><p>• Facilitate periodic reviews and updates to internal audit policies and procedures.</p>
<p>We are looking for an experienced and meticulous Accounting Manager to join our finance team in Burlington, Massachusetts. This role will involve overseeing key financial processes, ensuring compliance with accounting standards, and driving process improvements. The ideal candidate will have a strong background in both public and private accounting, coupled with excellent analytical and leadership skills.</p><p><br></p><p>Please email michael.abate@roberthalf;com for more info and consideration.</p><p><br></p><p><br></p><p>Responsibilities:</p><p>• Lead and manage the monthly, quarterly, and annual financial close processes to ensure accurate and timely reporting.</p><p>• Prepare and review journal entries, account reconciliations, and financial statements in alignment with accounting principles.</p><p>• Oversee general ledger activities, ensuring proper documentation and compliance with established standards.</p><p>• Collaborate with cross-functional teams, including FP& A and Operations, to support financial reporting and analysis.</p><p>• Develop and implement internal controls, accounting policies, and process enhancements to improve efficiency and compliance.</p><p>• Provide accounting support for system integrations or acquisitions, ensuring seamless transitions.</p><p>• Mentor and manage less experienced accounting staff, fostering growth and accountability within the team.</p><p>• Conduct technical accounting research and assist in policy development to address complex financial matters.</p>
We are looking for an experienced Technical Accounting Manager to join our team in Boston, Massachusetts. This long-term contract position offers an exciting opportunity to work closely with the Corporate Controller, contributing to the integration of revenue recognition and general ledger accounting teams following a recent merger. The ideal candidate will bring deep expertise in ASC 606, SaaS environments, and subscription billing processes, along with strong leadership and technical accounting skills.<br><br>Responsibilities:<br>• Collaborate with the Corporate Controller to integrate revenue recognition and general ledger accounting teams effectively.<br>• Review subscription billing contracts and ensure accurate accounting practices are in place.<br>• Lead and mentor the general ledger team, providing guidance on monthly close activities, accruals, and reconciliation processes.<br>• Conduct in-depth research on technical accounting matters and prepare detailed memos to support audit and review processes.<br>• Assist with business integration activities stemming from the merger, addressing emerging needs as they arise.<br>• Oversee the preparation of footnote disclosures for financial statements, ensuring compliance with accounting standards.<br>• Support the execution of financial statement audits, leveraging expertise in technical accounting areas.<br>• Utilize NetSuite and other tools to streamline accounting operations and ensure accuracy in reporting.<br>• Provide strategic input on acquisition-related accounting processes, including business combinations.
<p>Robert Half is partnering with a growing SaaS and cloud-hosting company in Nashua, NH that is looking to add an Accounting Manager to their team. This role is highly visible within the organization and offers the chance to lead the financial close process, oversee GAAP compliance, and mentor a team while driving process improvements in a dynamic, fast-moving environment.</p><p><br></p><p>Why This Opportunity Stands Out</p><ul><li>Hybrid schedule – In-office Tuesday through Thursday, remote on Mondays and Fridays</li><li>Free lunch provided every Tuesday and Thursday in the office</li><li>Strong benefits package including health, dental, vision, 401k, and more</li><li>Company growth – Join a rapidly expanding SaaS organization with exciting opportunities ahead</li><li>Fun company culture – Regular events and team-building activities</li></ul><p><br></p><p>Key Responsibilities</p><ul><li>Lead the monthly, quarterly, and annual close processes; ensure accuracy of financial statements</li><li>Oversee compliance with ASC 606 and SaaS-specific revenue recognition standards</li><li>Manage, mentor, and develop a team of accounting professionals</li><li>Ensure GAAP compliance, review journal entries, reconciliations, and account analyses</li><li>Drive process improvements and leverage ERP/automation tools to optimize workflows</li><li>Collaborate with FP& A, revenue operations, procurement, and external auditors</li><li>Provide accurate financial reporting and SaaS KPIs</li></ul>
<p>We have partnered with a burgeoning private equity-backed services firm that is currently seeking an energetic and ambitious Assistant Controller with 8+ years of experience in finance and accounting. This role will be reporting directly to the Controller and will be instrumental in supporting their company's continued growth and expansion. They are working on a hybrid office schedule, 3 days in office and this role compensates $140 - 160K + bonus. Please message me on linkedin or email me directly a john.holtman@roberthalf</p><p><br></p><p>Responsibilities:</p><p>1. Participate and assist with the month-end closing process.</p><p>2. Responsible for maintaining the general ledger, ensuring accuracy and timeliness.</p><p>3. Prepare, review, and analyze Profit & Loss statements on a monthly basis.</p><p>4. Carry out financial consolidations across various business units.</p><p>5. Review and manage company contracts, providing accounting insights where necessary.</p><p>6. Interface with external auditors for the annual audit process.</p><p>7. Foster clear communication and strong relationships with internal and external stakeholders.</p><p>8. Play an integral part in financial analysis and forecasting exercises.</p><p><br></p>
<p><br></p><p>We are looking for an experienced financial leader to take on the role of a Finance Manager for a manufacturing company in Haverhill, Massachusetts. This position involves overseeing financial operations, including budgeting, forecasting, reporting, and compliance, while providing strategic insights to support business growth. The ideal candidate will bring a hands-on approach to leadership and demonstrate expertise in manufacturing environments.</p><p><br></p><p>Responsibilities:</p><p>• Direct and oversee budgeting, forecasting, and cash flow management to ensure financial stability and growth.</p><p>• Analyze operational performance and present actionable financial insights to senior leadership.</p><p>• Establish and enforce internal controls, ensuring compliance with audits and safeguarding company assets.</p><p>• Manage credit, collections, and inventory processes, along with capital expenditure planning.</p><p>• Collaborate with other departments to guide pricing strategies, cost control measures, and financial planning.</p><p>• Lead and mentor a team encompassing accounting, cost management, budgeting, and IT functions.</p><p>• Develop and implement succession planning initiatives, training programs, and performance evaluations.</p><p>• Ensure adherence to company policies while fostering clear and effective communication across teams.</p>
<p><br></p><p>We are looking for an experienced Finance Manager to serve as a strategic partner to our Operations, Manufacturing, and Finance teams. This role involves analyzing financial data, overseeing accounting functions, and implementing strategies to enhance operational efficiency while optimizing financial outcomes. The ideal candidate will possess strong leadership skills and a deep understanding of cost analysis and budgeting processes.</p><p><br></p><p>Responsibilities:</p><p>• Collaborate with Operations and Manufacturing teams to provide actionable financial insights and recommendations that improve efficiency and profitability.</p><p>• Supervise accounting functions, including inventory analysis, cost of goods reporting, and management of excess and obsolete inventory.</p><p>• Lead wafer inventory valuation processes within a standard cost framework, performing variance analyses to ensure accurate financial reporting.</p><p>• Oversee cycle count reporting and physical inventory procedures to maintain compliance and accuracy.</p><p>• Conduct thorough reviews of manufacturing variances and spearhead annual updates to standard costing, presenting findings to Business Unit leaders and Operations Managers.</p><p>• Direct the budgeting process, including preparation, evaluation, and variance analysis, for operational activities.</p><p>• Update and manage standard labor and overhead rates, as well as costs for wafers, sub-assemblies, and finished goods.</p><p>• Perform detailed analyses of cost structures, including fixed and variable costs, actual versus forecast comparisons, and utilization metrics.</p><p>• Identify inefficiencies in operations and develop internal controls to improve processes and achieve measurable cost savings.</p>
We are looking for an experienced Tax Senior Manager to join a reputable public accounting firm in Newton, Massachusetts. This role involves providing strategic tax and consulting services to pass-through entities, including S-corporations and partnerships, as well as managing the personal tax needs of business owners. The ideal candidate will excel in client engagement, team leadership, and delivering impactful tax planning and compliance solutions.<br><br>Responsibilities:<br>• Oversee tax planning, preparation, and research for S-corporations, partnerships, and individual tax returns of business owners.<br>• Manage client engagements and ensure timely delivery of high-quality services.<br>• Review and supervise the work of less experienced team members, providing guidance and mentorship.<br>• Conduct detailed reviews of tax returns to identify and resolve issues effectively.<br>• Develop and implement tax strategies that optimize client outcomes and minimize liabilities.<br>• Prepare written tax advice and responses to client inquiries with professionalism and accuracy.<br>• Maintain strong client relationships by addressing expectations and delivering exceptional service.<br>• Monitor and manage project budgeting, staffing, and billing processes.<br>• Perform research on complex tax issues and provide concise analyses and recommendations.<br>• Identify opportunities for improving processes and introducing innovative solutions for clients and the firm.
<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 looking for an Accounting Manager/Supervisor with strong attention to detail to oversee key financial activities and ensure the accuracy of financial reporting. In this role, you will lead accounting processes, maintain compliance with regulations, and support audits while enhancing organizational efficiency. Join our team in Boston, Massachusetts to contribute your expertise in managing financial operations.<br><br>Responsibilities:<br>• Oversee month-end closing processes, ensuring timely and accurate financial reporting.<br>• Manage and maintain the general ledger, ensuring all entries are properly recorded.<br>• Coordinate and support financial statement audits, providing necessary documentation and resolving inquiries.<br>• Reconcile accounts to ensure accuracy and compliance with accounting standards.<br>• Prepare and review journal entries to maintain integrity across financial records.<br>• Collaborate with cross-functional teams to streamline accounting workflows and improve efficiency.<br>• Ensure adherence to regulatory and organizational requirements in all financial operations.<br>• Develop and implement best practices for accounting processes and procedures.<br>• Provide leadership and guidance to entry-level accounting staff, fostering their growth and development.<br>• Monitor financial trends and provide insights to support decision-making.
<p>We are looking for an experienced Senior Finance professional to lead a comprehensive implementation program. This long-term contract position can be fully remote and offers an exciting opportunity to drive strategic financial transformation across multiple workstreams. The ideal candidate will play a pivotal role in program governance, risk management, and ensuring alignment with organizational goals.</p><p><br></p><p>Responsibilities:</p><p>• Lead the planning, execution, and delivery of the Finance implementation program across multiple workstreams.</p><p>• Collaborate with finance, IT, and system integration teams to establish program governance, ensuring alignment on objectives, timelines, and deliverables.</p><p>• Identify, assess, and mitigate program risks and issues, driving leadership discussions to achieve successful outcomes.</p><p>• Coordinate efforts for organizational change management, testing, data conversion, and security to support enabling workstreams.</p><p>• Regularly update the executive team and steering committee on program progress and key milestones.</p><p>• Ensure resources are effectively assigned and program plans are aligned to meet strategic goals.</p><p>• Drive financial reporting enhancements and support annual budgeting processes to align with organizational objectives.</p>
<p>Looking to join a growing firm? Our client has taken on hundreds of clients and is in need of additional tax professionals!! Any level of experience from manager to staff level, we have an opportunity for you!! Southern NH!</p><p>If interested in exploring this firm? Connect with me on LINKEDIN....Casey Wiggin</p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee the preparation and filing of various tax returns, including income tax and other direct or indirect taxes.</p><p>• Collaborate with the accounting team to implement effective tax strategies and policies.</p><p>• Ensure compliance with all tax regulations and deadlines, maintaining accuracy and attention to detail.</p><p>• Provide leadership and mentorship to team members, fostering a culture of excellence and growth.</p><p>• Utilize software tools such as Thomson-Reuters and CCH ProSystem Fx to streamline tax processes.</p><p>• Conduct annual income tax provisions and ensure proper documentation for corporate tax filings.</p><p>• Stay current with industry trends and updates to enhance tax planning and advisory services.</p><p>• Communicate effectively with clients and internal teams to clarify tax-related matters.</p><p>• Develop entrepreneurial strategies to improve processes and optimize client outcomes.</p><p>• Identify opportunities for process improvement and implement solutions to enhance efficiency.</p>
<p>We are looking for an experienced Tax Manager to join our team in Hopkinton, Massachusetts. In this role, you will oversee tax compliance processes, provide guidance to entry-level staff, and collaborate closely with clients to ensure accurate tax filings and financial records. This position is ideal for someone who thrives in a dynamic environment and has a passion for delivering exceptional service.</p><p><br></p><p>Responsibilities:</p><p>• Prepare and review individual, corporate, and partnership tax returns to ensure compliance with regulations.</p><p>• Oversee the preparation and review of tax extensions and first draft estimates for federal and state income tax payments.</p><p>• Assist in the creation and review of detailed tax accounting records.</p><p>• Support business clients by managing bookkeeping tasks, including data entry for checks and deposits, bank reconciliations, and journal entries.</p><p>• Process annual Form 1099 filings for client accounts.</p><p>• Draft and review response letters to tax authorities addressing client inquiries.</p><p>• Build and maintain strong relationships with clients throughout the year.</p><p>• Supervise, train, and mentor entry-level team members to foster growth and attention to detail.</p><p>• Apply comprehensive knowledge of accounting principles and practices to daily operations.</p><p>• Proficiency in preparing annual income tax provisions and corporate tax returns.</p><p>• Strong understanding of entity formation and related processes.</p><p>• Prior supervisory experience, with a focus on mentoring and developing team members.</p><p>• Exceptional attention to detail and organizational skills.</p><p>• Excellent verbal and written communication abilities.</p><p>• Comprehensive knowledge of accounting principles, practices, and procedures.</p>
<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>
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 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><strong>Overview</strong></p><p>An innovative and rapidly growing energy company is seeking a <strong>Fractional Chief Financial Officer (CFO)</strong> to provide strategic financial leadership and expert guidance on a part-time, contractual basis. The ideal candidate will possess extensive experience in financial management within the energy sector, combined with the expertise to help scale business operations, streamline processes, and optimize profitability while maintaining compliance with industry regulations.</p><p><br></p><p><strong>Key Responsibilities</strong></p><p><strong>1. Strategic Financial Leadership</strong></p><ul><li>Develop and execute long-term financial strategies aligned with the company’s growth objectives and energy industry trends.</li><li>Advise on investment opportunities, energy project financing, mergers and acquisitions, and cost-reduction initiatives.</li></ul><p><strong>2. Budgeting and Forecasting</strong></p><ul><li>Create and oversee budgeting frameworks and forecasting models tailored to the dynamics of the energy sector.</li><li>Monitor financial performance and drive adjustments to stay on track with financial goals.</li></ul><p><strong>3. Cash Flow and Capital Management</strong></p><ul><li>Optimize working capital and cash flow to support operations, including energy project financing and infrastructure investments (Source: supporting insights).</li><li>Manage funding strategies, relationships with lenders, and other capital partners.</li></ul><p><strong>4. Compliance and Risk Management</strong></p><ul><li>Ensure compliance with industry-specific regulations, financial standards, and reporting requirements.</li><li>Develop risk mitigation strategies for fluctuating energy prices, market volatility, and environmental concerns.</li></ul><p><strong>5. Reporting and Stakeholder Relations</strong></p><ul><li>Deliver high-quality financial reporting and analysis to executive teams, investors, and other stakeholders.</li><li>Communicate effectively with leadership to provide actionable insights that drive informed business decisions.</li></ul><p><strong>6. Process Optimization</strong></p><ul><li>Apply advanced technical expertise to identify and streamline operational inefficiencies.</li><li>Leverage key financial technologies to automate processes and improve reporting accuracy.</li></ul><p><strong>7. Leadership and Team-Powered Results</strong></p><ul><li>Serve as a leadership advisor to the executive team, mentoring finance professionals and ensuring alignment across departments.</li></ul><p><br></p>
