<p>Our client, a successful law firm, is looking for a detail-oriented and resourceful <strong>Trust Administrator </strong>to join their team in Boston, Massachusetts. In this role, you will play a key part in managing trust accounts, assisting clients with their financial needs, and ensuring the </p><p><br></p><p><strong>Location: </strong>Boston, MA</p><p><strong>Salary:</strong> $140,000 - $160,000 (depending on experience) + amazing benefits!</p><p><strong>Schedule: </strong>Hybrid<strong> </strong>(3 days in, 2 days remote)</p><p><br></p><p><strong>Responsibilities:</strong></p><ul><li>Carefully and consistently guard the privacy of client and firm information.</li><li>Proactively assist clients. Identify issues that need to be addressed (related to gift taxes, estate planning needs, etc.)</li><li>Serve and anticipate needs of clients. Calculate and monitor distributions from accounts. Monitor money market balances to ensure that adequate cash is available for upcoming account activity.</li><li>Effectively document and communicate client and account issues with partners and other staff.</li><li>Coordinate interaction with firm's custodian bank.</li><li>Coordinate asset transfers including stock gifts, additions to accounts and distributions from accounts.</li><li>Coordinate account opening and closing with account team (Trustee, Accounting Coordinator, Tax Specialist, etc.).</li><li>Act as a resource to others for trust administration and estate settlement.</li><li>Maintain client files including electronic files. Keep firm databases up to date.</li><li>Assist with investment tasks including investment reviews, preparing investment recommendation sheets using Excel and using Advent/Moxy to create trades.</li><li>Perform special projects and other duties as reasonably assigned.</li></ul>
<p><em>Private Equity, Tax Manager</em></p><p><em>Boston, Hybrid.</em></p><p><em>Comp to $175k base plus bonus. Plus amazing benefits.</em></p><p><br></p><p>*NOTE: The potential to a post-tax season start date exists!!</p><p><br></p><p>Our client is an established and very successful PE firm in the Boston Area. They are creating a Tax Manager role to help support the continued growth in fundraising and their execution strategy. Great history of challenging and developing their people. Excellent work/life allows for the perfect balance for you.</p><p><br></p><p>The role will look to provide some immediate positive impact to the business and fund reporting and compliance. Great chance to work within a small, elite tax group. You'll have multiple mentors above and around you, while also helping a couple junior staff showing tons of promise.</p><p><br></p><p>Some basics on the job:</p><ul><li>Manage and review the preparation of tax workpapers, tax returns, and tax estimates for funds and partnership entities, focusing on alternative investments and partnership tax compliance.</li><li>Coordinate and oversee outsourced CPA teams, ensuring accurate tax filings, distribution support, and maintaining partner information for K-1 reporting and withholding calculations.</li><li>Analyze legal documents and respond to investor and partner inquiries regarding tax reporting, while tracking projects and collecting documentation to support compliance.</li></ul><p><br></p>
<p>We are looking for a Chief Financial Officer (CFO) to play a pivotal role in shaping the financial strategy and operations of our organization during a period of rapid growth. This executive position requires a dynamic leader who can drive financial performance, enhance stakeholder value, and oversee financial planning and analysis for a real estate-focused company. The ideal candidate will have extensive experience in real estate operations and investment, as well as the ability to evolve financial structures and processes to support long-term organizational goals.</p><p>For immediate interview Please contact Victor Muller at 508 205 2136</p><p>Responsibilities:</p><p>• Develop and implement comprehensive financial strategies to support corporate growth and enhance stakeholder value.</p><p>• Oversee financial operations, including accounting, treasury, budgeting, and reporting for real estate assets and investment ventures.</p><p>• Lead financial forecasting, budgeting, and consolidation processes to ensure accurate planning and analysis.</p><p>• Provide actionable financial insights to guide decision-making and align business strategies with organizational goals.</p><p>• Establish and maintain robust cash flow management policies to ensure operational liquidity.</p><p>• Manage relationships with investors, shareholders, and external lending entities to support funding and growth initiatives.</p><p>• Ensure compliance with federal, state, and third-party financial reporting requirements.</p><p>• Build and lead a high-performing finance and accounting team, fostering collaboration and continuous improvement.</p><p>• Analyze current and future business operations to assess financial effectiveness and identify opportunities for optimization.</p><p>• Set up or refine financial and operational controls and metrics to ensure organizational efficiency.</p>