Assistant Controller | Greater Boston | In-Office, 4 days/week
We’re partnering with a private investment firm to identify an experienced Assistant Controller to join its accounting team. This is an excellent opportunity for a seasoned accounting professional with experience in tax-basis accounting, private investments, and complex multi-entity structures to take on a hands-on role supporting financial reporting, cash management, and tax coordination.
Compensation: $160,000-180,000 plus bonus
Key Responsibilities
- Support monthly, quarterly, and annual close processes, maintain general ledgers and reconciliations, and prepare tax-basis financial statements and management reports.
- Manage accounting and reporting across private investments, real estate entities, trusts, partnerships, LLCs, and related holding companies.
- Coordinate with external tax advisors on tax returns, estimated payments, tax-basis workpapers, and regulatory filings.
- Support cash forecasting, bank reconciliations, liquidity planning, annual budgets, and financial variance analysis.
- Maintain accounting policies and controls while identifying opportunities to improve systems, reporting, and workflow efficiency.
- Assist with accounting documentation for investment transactions, purchases, sales, loans, distributions, and entity restructurings.
- Partner with investment, legal, tax, estate planning, and administrative teams to ensure accurate accounting and reporting.
Qualifications
- Bachelor’s degree in Accounting, Finance, or a related field required.
- 10+ years of progressive accounting experience in a private investment firm, partnership, trust, or high-net-worth environment.
- Public accounting experience, particularly Big Four or regional firms, is a strong plus.
- Strong understanding of tax-basis accounting and experience preparing and reviewing tax-basis schedules and financial reports.
- Familiarity with trust, nonprofit, and corporate structures and their associated tax considerations.
- Proficiency in ERP systems such as Sage Intacct and advanced Excel.
- CPA or CPA candidate preferred.
- Strong attention to detail, discretion, communication, and organizational skills, with the ability to manage confidential information and competing priorities.
If you have a strong background in tax-basis accounting, private investments, and complex multi-entity structures and are interested in taking the next step in your career as an Assistant Controller, reach out to Declan Turner at [email protected].