Management Company Analyst (Accountant)

Boston, MA



  • Perform monthly accounting and reconciliation of partner investments and cash flows
  • Collection, organization, recording and retention of quarterly and year-end tax deliverables (i.e. quarterly tax estimates, IRS 1065 K-1s, IRS Foreign Reporting Forms)
  • Help obtain and or prepare tax documents and work with outside tax preparer
  • Approve and process payment of expenses
  • Organize and maintain financial records
  • Transfer information into financial software databases




  • BA degree in accounting or finance
  • Minimum of 3 years of relevant experience
  • CPA preferred
  • Experience with balance sheet and summary of investments for high net worth individuals





Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 11/12/2019
Salary $75,000 - $90,000 + bonus

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