Assistant Controller, Private Investments & Real Estate

Daley And Associates, LLC; Boston (MA); Sur place; USD 160 000 - 180 000; Plein temps

Résumé du poste

Daley And Associates, LLC is seeking an experienced Assistant Controller to lead financial reporting and tax coordination for private investments and multi‑entity structures in the Greater Boston area.

The role covers monthly closes, cash forecasting, and collaboration with tax advisors, with a hands‑on approach to systems, controls, and process improvements. In‑office position four days per week.

Qualifications

• Requires a bachelor’s degree in accounting, finance or related field.
• 10+ years progressive accounting experience in private investment, partnership, trust, or high‑net‑worth environments.
• CPA or CPA candidate designation is preferred.

Responsabilités

• Support monthly, quarterly, and annual close processes and prepare tax-basis financial statements.
• Manage accounting and reporting across private investments, real estate entities, trusts, partnerships, LLCs, and holding companies.
• Coordinate with external tax advisors on tax returns, estimated payments, and tax-basis workpapers.
• Assist cash forecasting, bank reconciliations, liquidity planning, and budgeting.
• Maintain policies and controls; identify efficiency improvements in systems and workflow.
• Prepare and review investment transaction documentation and related reporting.

Connaissances

10+ years accounting experience

Public accounting experience

Formation

Bachelor's degree in Accounting, Finance, or related field

CPA or CPA candidate

Outils

Sage Intacct

Excel

Description du poste

Daley And Associates, LLC is seeking an experienced Assistant Controller to lead financial reporting and tax coordination for private investments and multi‑entity structures in the Greater Boston area.

The role covers monthly closes, cash forecasting, and collaboration with tax advisors, with a hands‑on approach to systems, controls, and process improvements. In‑office position four days per week.