Position Summary:
Job Title: Staff Accountant
Duration: Permanent Role - Full Time
Location: Boston, MA 02215 (Hybrid: 2 days in office )
Note: Federal Tax Experience is Must
Job Description:
• Responsible for reconciling all investment accounts; examines transactions in these accounts to ensure completeness and accuracy, distributes monthly reconciliation reports to and works to resolve reconciling items in a timely manner.
• Prepare investment account roll-forward schedules to outline beginning/ending investment balances, activity by transaction type, and eliminating of non-cash transactions.
• Support the preparation of Federal, state, and international tax filings through compiling and analyzing reports based mainly on investment K-1 information.
• Coordinates with other members of General Accounting and other various departments to ensure month-end closing procedures are completed in a timely manner.
• Assist in the preparation of the annual external audit, including preparing schedules and support related to audit selections.
• Assist in the preparation of investment related surveys.
Required Skills
• Bachelor's degree in accounting or related field.
• 3-5 years of accounting experience, preferably public accounting experience.
• Strong knowledge of accounting principles and practices.
• Advanced skills utilizing Microsoft Office Suite, specifically Excel, including complex formulas to acquire, organize, and analyze data.
• Ability to analyze data to determine relevant conclusions and suggest appropriate actions to management.
• Participates, contributes and assures effective inter and intra-departmental relationships by coordinating activities with internal and external department management staff members.