Certified Public Accountant Manager Job at Get It - Finance, Massachusetts

R1pMY0tPb2pRTzh1K2pjUG1QOW5KQldhNnc9PQ==
  • Get It - Finance
  • Massachusetts

Job Description

We are looking for a dedicated and experienced Certified Public Accountant Manager to oversee the day-to-day accounting responsibilities for a multi-entity Family Office, including individuals, trusts, and foundations. This role involves managing financials for various investment portfolios and ensuring compliance with accounting regulations.

Key Responsibilities:

Oversee financial and accounting functions for multiple investment portfolios, ensuring accurate trade processing and accounting.
Maintain accurate books and records for different entities, including handling transaction processing and reporting.
Lead the monthly financial close process and prepare financial statements as necessary.
Research securities within the investment portfolio and address other accounting issues as they arise.
Ensure proper accounting treatment and compliance with SEC and prospectus guidelines.
Collaborate with the tax department to support recordkeeping and reporting requirements.
Serve as the primary liaison with investment service providers to ensure seamless operations and optimal service.
Develop and implement new accounting processes to streamline workflows, working alongside technology platforms.
Address and escalate exceptions or issues impacting accounting records and valuations.
Contribute to special projects and assignments based on business needs.
Ensure the protection of all personally identifiable information in line with privacy standards and regulations such as HIPAA and Mass Regulations on Personal Identity Regulations.
Supervisory Responsibilities:

Supervise the Family Office Investment Staff Accountant.
Qualifications:

Bachelor's degree in accounting or finance.
CPA license required.
5-7 years of accounting experience, with a background in public and operational accounting roles.
Experience in private equity, venture capital, and hedge fund investment fund accounting is a plus.
Proficient in Microsoft Office, with advanced Excel skills.
Strong analytical abilities and attention to detail.
Organized with the ability to meet deadlines and manage multiple tasks efficiently.
Capable of working independently and making timely decisions.
Excellent organizational skills and a strong ability to multi-task.
Adaptable, with the ability to thrive in a dynamic and fast-paced environment.
Physical Demands:

This position does not offer remote or flexible work arrangements.
Regularly required to sit and use hands on a computer.
Frequent talking or hearing may be required.
Specific vision abilities required for this job.
Reasonable accommodations will be made to enable individuals with disabilities to perform essential functions.
Work Environment:

Quiet work environment.
Ability to produce results with a strong work ethic in a high-volume setting.
Must be flexible and able to adjust to a constantly changing and fast-paced environment.
A results-driven mindset with critical thinking skills to improve processes and drive success.
Certificates, Licenses, and Registrations:

CPA required.
Additional Information:

Please note, this job description is not intended to be an exhaustive list of duties or responsibilities, and tasks may change as needed. We are an equal opportunity employer, and we encourage applications from all qualified candidates.
Employment Type: Full-Time
Salary: $ 154,000.00 Per Year

Job Tags

Full time, Flexible hours,

Similar Jobs

Citizens State Bank

Consumer Loan Officer ll Job at Citizens State Bank

Consumer Loan Officer ll Location New Castle, IN : Position Overview: Under general supervision, but in accordance with established lending...  ...and/or other appropriate groups. Consistently delivers an experience that leaves customers with a positive emotional impression of... 

Union #76 - Deer Isle-Stonington, Brooklin, Sedgwick

Grade 1 Teacher Job at Union #76 - Deer Isle-Stonington, Brooklin, Sedgwick

 ...Grade 1 Teacher Location: Deer Isle Stonington School 2025-2026 School Year Position Type: Full-Time About Deer Isle Stonington...  ...~Assess and monitor student progress regularly and adjust teaching methods to promote growth ~Foster a positive classroom community... 

Alphatec Spine

SAP Basis & Security Engineer Job at Alphatec Spine

 ...As an SAP Basis and security Engineer, you will interface directly with Infrastructure, Networking and Technical teams to understand the requirements and support various business functions and systems capabilities. We are transforming our software delivery practices to... 

Amazon

Sr. Mgr, Employee Relations, Employee Experience and Relations Job at Amazon

DescriptionWe are seeking a Sr. Manager, Employee Relations to support Amazon Logistics (AMZL) operations on the West Coast. The successful...  ...challenges, predict and mitigate risk, and develop and execute solution-focused strategies and programs Crisis Management: Work... 

REEDS Jewelers

Bench Jeweler - Mayfaire Town Center Job at REEDS Jewelers

 ...REEDS Jewelers Bench Jeweler (Full-Time) Location: Mayfaire Town Center, Wilmington, NC REEDS Jewelers is seeking a skilled Bench Jeweler to join our team at our beautifully remodeled flagship store in Mayfaire Town Center a true luxury destination in one of...