Tax Accountant

Private Equity; Boston (MA); On-site; USD 90,000 - 130,000; Full time

Job summary

A leading financial services firm in Boston is looking for a finance professional to oversee accounting and reporting functions for various entities. The ideal candidate will manage capital calls, assist in year-end statement preparations, and collaborate with other Finance teams. Strong communication skills and team collaboration are essential, along with the ability to prioritize and handle multiple tasks. A tech-savvy, organized individual will thrive in this dynamic environment.

Qualifications

• Experience in overseeing accounting functions for financial entities.
• Proficient in financial statement preparation and year-end processes.
• Strong analytical skills and ability to prioritize multiple tasks.
• Tech-savvy with ability to learn new systems quickly.
• Proven ability to prioritize multiple tasks and meet deadlines.
• Ability to communicate with Senior Management and stakeholders.

Responsibilities

• Oversee accounting and reporting functions for General Partner entities.
• Calculate and track capital calls and distributions accurately.
• Collaborate with Finance groups on financial matters.
• Prepare carry and profit allocations for members of the General Partner.
• Collaborate with other Finance groups to ensure appropriate treatment and understanding of financial matters.
• Manage daily cash management and investment monitoring processes.
• Execute ad hoc financial projects within the Finance Team.

Skills

Accounting and reporting functions

Capital calls and distributions

Strong verbal and written skills

Collaborative team player

Analytical and organizational skills

Tech-savvy

Stakeholder communication

Job description

• Oversee all accounting and reporting functions (financial and tax-related) for various General Partner entities.
• Calculate and track capital calls and distributions accurately.
• Assist in the preparation of year-end financial statements for the General Partner entities.
• Prepare carry and profit allocations for members of the General Partner.
• Collaborate with other Finance groups to ensure appropriate treatment and understanding of financial matters.
• Manage daily cash management and investment monitoring processes.
• Execute ad hoc financial projects within the Finance Team.
• A straightforward and honest communicator who operates with the highest level of integrity, exhibiting strong verbal and written skills, and capable of interacting effectively with individuals across the organization.
• A collaborative team player with robust analytical and organizational skills, comfortable in professionally challenging established norms.
• A solid foundation in fund accounting, relevant procedures, and controls.
• Strong ability to prioritize multiple tasks concurrently while meeting tight deadlines.
• Process-oriented mindset, always seeking to implement and improve workflows and processes.
• Tech-savvy, with the capacity to quickly learn and adapt to new technologies and software.
• Capable of interacting confidently with Senior Management.