We are looking for an experienced Bookkeeper to join our team in Somerville, Massachusetts. This hybrid position requires someone with strong attention to detail to manage financial tasks with precision and efficiency, ensuring smooth operations across accounts payable, payroll, and treasury activities. This is a Contract to permanent opportunity, offering an excellent chance to demonstrate your skills and grow within the role.<br><br>Responsibilities:<br>• Accurately process vendor invoices and maintain up-to-date accounts payable records.<br>• Prepare and issue payments to vendors while reconciling any discrepancies.<br>• Manage cash flow by overseeing the operating account and ensuring sufficient funds are available.<br>• Assist with payroll processing and handle associated administrative tasks.<br>• Monitor cash balances and perform treasury functions, including transferring funds between accounts as needed.<br>• Organize accounts payable data to support month-end closing activities.<br>• Maintain and update financial records using QuickBooks software.<br>• Collaborate with team members to address financial inquiries and resolve issues.<br>• Ensure compliance with company policies and financial regulations.<br>• Provide support for ad hoc financial tasks as necessary.
<p>We are looking for an experienced Bookkeeper to join our team in thge Northborough area , Massachusetts. This role involves managing financial transactions, ensuring accuracy in accounts payable and receivable processes, and maintaining organized financial records. The ideal candidate will bring expertise in bookkeeping practices, compliance, and reconciliation to support effective financial operations.</p><p><br></p><p>Responsibilities:</p><p>• Process vendor invoices and ensure proper approvals for timely payments.</p><p>• Generate accurate customer invoices and track payment statuses effectively.</p><p>• Reconcile monthly reports for accounts payable and receivable, ensuring financial accuracy.</p><p>• Prepare and execute payment transactions via checks, wire transfers, or expense reports.</p><p>• Maintain detailed financial records and assist with audits, including 1099 processing.</p><p>• Resolve billing discrepancies and maintain clear communication with vendors and customers.</p><p>• Perform monthly reconciliations for general ledgers and checkbooks across multiple entities.</p><p>• Utilize QuickBooks Enterprise to manage bookkeeping tasks and reporting.</p><p>• Handle financial operations for multi-entity organizations, managing 15-20 general ledgers.</p><p>• Prepare financial reports and analysis using Microsoft Excel.</p><p><br></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><br></p>
<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><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 an experienced Chief Financial Officer to lead the financial operations of an educational institution in Brookline, Massachusetts. This role is pivotal in ensuring the fiscal stability, compliance, and long-term sustainability of the organization while maintaining alignment with its mission and values. The ideal candidate will bring a strong background in financial leadership, particularly within non-profit or higher education environments.</p><p><br></p><p>Essential Responsibilities:</p><p>1. Financial Planning, Budgeting & Forecasting</p><p>2. Hands-On Cash Flow Management & Financial Reporting</p><p>3. Endowment & Investment Oversight</p><p>4. Expense Reconciliation</p><p>5. Audit, Compliance & Risk Management</p><p>6. IT & Facilities Financial Planning</p><p>7. Financial Aid & Student Account Collaboration</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>
<p>We are looking for a skilled and motivated Director of Accounting to join our team in Boston, Massachusetts. This leadership role is integral to overseeing the financial operations and reporting for our commercial real estate portfolio. The ideal candidate will bring expertise in accounting, team management, and process improvement to support our organization's continued growth. This role is full time in office and paying from $140 - 150K + discretionary bonus. Please message me on linkedin or email me at john.holtman@roberthalf </p><p><br></p><p>Responsibilities:</p><p>• Manage and oversee all accounting operations for a diverse portfolio of commercial real estate properties, ensuring accurate and timely financial reporting.</p><p>• Lead and develop the accounting team through effective mentorship, performance evaluations, and workload management.</p><p>• Establish and refine accounting policies and procedures to align with business goals and industry standards.</p><p>• Prepare detailed financial statements on a monthly, quarterly, and annual basis, while coordinating audit processes and ensuring compliance.</p><p>• Collaborate with property management, asset management, and executive teams to deliver financial insights and support strategic decision-making.</p><p>• Supervise day-to-day accounting activities, including accounts payable and receivable, general ledger maintenance, and bank reconciliations.</p><p>• Administer and optimize the Yardi system, ensuring data accuracy and operational efficiency.</p><p>• Drive initiatives to enhance accounting processes and scalability in a fast-paced, growth-oriented environment.</p>
<p>We are looking for a skilled Finance Manager to join our team on a long-term contract basis. This role involves overseeing key financial operations, including profit and loss analysis, margin assessments, and general accounting tasks. Based in Natick, Massachusetts, this position offers an excellent opportunity to contribute to a dynamic environment within the wholesale distribution industry.</p><p><br></p><p>Responsibilities:</p><p>• Prepare detailed profit and loss reports to provide insights into financial performance.</p><p>• Conduct in-depth gross margin analyses to identify trends and variances.</p><p>• Oversee and review financial statements to ensure accuracy and compliance.</p><p>• Explain financial variances and offer actionable recommendations to improve outcomes.</p><p>• Collaborate with external financial partners to facilitate reviews and audits.</p><p>• Take on month-end accounting tasks to support the Controller and maintain smooth operations.</p><p>• Handle special financial projects to drive improvements and address organizational needs.</p><p>• Utilize advanced Excel functions to build financial models and streamline reporting processes.</p><p>• Work independently to manage responsibilities while ensuring deadlines are met.</p>
<p>Treasury Analyst – Family Office Practice</p><p>The Treasury Analyst will support cash management, banking operations, and credit activities for a family office environment serving both investment entities and individual clients. This role involves monitoring cash balances, coordinating fund transfers, performing reconciliations, and maintaining strong internal controls. The ideal candidate has 2+ years of experience in accounting, finance, or operations with exposure to treasury functions, plus strong organizational and multitasking skills.</p><p><br></p><p>Key Responsibilities:</p><p>- Execute ACH transfers and wires for client and entity accounts</p><p>-Support bank and brokerage account openings and related documentation</p><p>-Maintain banking relationships and evaluate new platforms as needed</p><p>-Update and verify wire instructions and maintain internal records</p><p>-Monitor liquidity needs and manage balances across multiple platforms</p><p>-Assist with capital call and distribution memos</p><p>-Support Form 1099 preparation</p><p>-Perform daily/monthly bank and custody reconciliations</p><p>-Assist with credit facility management (draws, paydowns, documentation)</p><p>-Follow established internal controls and support audit requests</p>
We are looking for an experienced Tax Preparer to join our team on a contract basis in Braintree, Massachusetts. This role involves assisting long-standing clients with individual and corporate tax return preparation during the tax season. The position offers a flexible schedule, requiring 20–30 hours per week.<br><br>Responsibilities:<br>• Prepare and review individual and corporate tax returns with accuracy and attention to detail.<br>• Collaborate with clients to gather required financial information and documentation.<br>• Ensure compliance with current tax laws and regulations in all return filings.<br>• Utilize QuickBooks for bookkeeping tasks and financial record management when needed.<br>• Offer thorough advice to clients regarding tax planning and strategies.<br>• Address client inquiries and resolve issues related to tax preparation.<br>• Maintain confidentiality of sensitive client information.<br>• Work efficiently to meet deadlines during the busy tax season.<br>• Assist in utilizing tax software to streamline preparation processes.