SEC Compliance Manager

Boston, MA



  • General project management to ensure deadlines are met and K-1s are delivered by agreed upon dates
  • Managing/on-the-job training/oversight as needed of new analyst (2020 college grad, first busy season) and assigning/reviewing her work on the returns
  • Collection, review and delivery of source information to firm’s auditor
  • Ensure all federal and state extensions are timely filed by the firm’s auditor
  • First review of tax return workpapers, returns and K-1s prepared by the firm’s auditor
  • Collection, review and delivery of info to Firm’s auditor for 5471 prep & review 5471s prepared by the firm’s auditor
  • Compilation of tax return file (source docs, workpapers, final returns)
  • Ensure timely review and signing by relevant personnel returns
  • Confirm E-filing with the firm’s auditor
  • Oversight of the K-1 delivery process
  • Assistance with preparation of summary materials on the return processes for internal discussions
  • other responsibilities as assigned
  • Oversight of firm’s auditor’s calculation of E&P.
  • Collecting info and providing to the firm’s auditor.
  • Oversight / review of 1120-F preparation (internally prepared)
  • Oversight / review of 2020 FATCA and CRS filings (internally prepared)
  • Oversight of FATCA/CRS/WFP terminations and any necessary de-registrations; any required certifications for FATCA/CRS/WFP (internally prepared)
  • Oversight / review of 2020 Forms 1042 prepared internally/1042-S forms prepared by the firm’s auditor




  • Bachelor’s degree required.
  • 5-7+ years of partnership compliance experience and manager+ level experience
  • Demonstrated experience effectively leading staff and managing multiple partnership return preparation processes simultaneously at Big 4 accounting firm required.
  • CPA preferred.
  • Proven ability to review and analyze complex data, and effectively and concisely explain analysis and conclusions.
  • Proficient with using Microsoft Excel, Microsoft SharePoint. Demonstrated ability to easily learn new software tools/data sharing platforms.






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 11/17/2020
Salary $150.00/hr

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