Updated – October 10, 2023
Financial Services Positions
Accounting /Manager – Boston, MA (Multi-Family Office) – Duties focus primarily on overseeing a team of Associates who are responsible for the day-to-day functional administrative accounting and administrative needs for an assigned portfolio of clients.
Managers’ responsibilities focus on guiding the team and reviewing the full-cycle of books and records for their clients, which generally includes: managing the bill pay process ensuring for accuracy and completeness; properly recording journal entries for detailed P&L; capturing balance sheet items and identifying tax-deductible expenses as well as preparation of standard or ad hoc client reports. Additional duties may include oversight of other significant items to include, reconciling credit card, bank account and investment activity; assisting with standard and special projects related to a client’s estate planning needs; as well as relevant insurance items regarding various properties and holdings. As your proficiencies, competencies and subject matter expertise develops, you would be expected to take on more complex aspects of our client’s needs and participate more directly with client communications and their external provider network.
BS/Accounting – CPA would be helpful; 5 + yrs. experience with G/L and GAAP; hands-on skills in QuickBooks; Excel and the ability to interface with all levels and outside professionals.
Legal Positions: No Searches presently
Legal Counsel / Contract Counsel – (In-House – Multiple Openings) Exciting new positions for transactional lawyers looking to further their careers in busy corporations …this is a great time to get on-board if you have significant experience in Contracts, OEM agreements, distribution/licensing agreements aneneral transactional and corporate/secretarial matters. Must have significant experience in a broad array of general corporate law matters and contractsgotiations; and advanced counseling skills to work with internal clients; 5+ years experience; JD with distinction; outstanding communication skills; integrity and competenc
Technology Related Positions: No Searches presently
Feel free to call us and inquire about any unlisted opportunities; we are always seeking candidates with experience in any of the specialty areas we represent.
Interested in any of the above positions – please email your resume to: email@example.com