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Manager Certified Public Accountant - Foxborough, MA

Get It - Finance
Foxboro, MA Full Time
POSTED ON 2/19/2025
AVAILABLE BEFORE 3/17/2025
Job Overview

We are in search of a meticulous and organized Certified Public Accountant Manager to take charge of the daily accounting functions within our dynamic multi-entity Family Office, which encompasses individuals, trusts, and foundations. This pivotal role presents an exceptional opportunity to manage financial operations, ensure compliance, and collaborate with various teams to enhance accounting efficiencies.

Key Responsibilities

  • Direct and oversee the financial and accounting operations for a variety of multi-asset class investment portfolios, ensuring accurate trade processing and bookkeeping.
  • Maintain comprehensive books and records for distinct entities, guaranteeing precise and efficient transaction processing.
  • Lead the monthly close process and generate financial statements as required.
  • Conduct thorough research on securities within the investment portfolio and provide expert insights on accounting issues.
  • Ensure adherence to SEC regulations and prospectus restrictions.
  • Collaborate with the tax department to deliver timely and precise recordkeeping and reporting.
  • Serve as the main point of contact with investment service providers to enhance service quality and maintain accurate transaction records.
  • Drive process enhancements and optimize accounting workflows using technological advancements.
  • Identify and escalate accounting discrepancies and assist in resolving issues.
  • Support various special projects and assignments as needed.
  • Uphold confidentiality and safeguard sensitive information in accordance with applicable regulations, including HIPAA.

Qualifications

  • Bachelor's degree in Accounting or Finance.
  • CPA certification is mandatory.
  • 5-7 years of accounting experience, encompassing a blend of public and operational accounting roles.
  • Previous experience in private equity, venture capital, or hedge fund accounting is advantageous.
  • Proficiency in Microsoft Office Suite, particularly advanced Excel skills.
  • Possess strong analytical and problem-solving abilities.
  • Highly organized with an acute attention to detail.
  • Capable of meeting deadlines while managing multiple priorities.
  • Self-driven with the capacity to quickly learn new tasks and work independently.
  • Demonstrated decision-making skills in a fast-paced setting.
  • Exceptional communication and interpersonal abilities.

Career Growth Opportunities

This role provides significant opportunities for professional development through leadership of diverse projects and collaboration with cross-functional teams, fostering career advancement within the accounting discipline.

Company Culture And Values

We pride ourselves on a vibrant work culture that values innovation, teamwork, and a results-oriented mindset. Our environment encourages critical thinking and adaptability, rewarding proactive contributions that drive improvement in accounting processes.

Employment Type: Full-Time

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