Senior Finance Associate (Private Debt) Kforce Inc.Senior Finance Associate (Private Debt)Boston, MA$99,000–$150,000Cross-Functional Support: Partner with Investor Relations on fundraising materials and investor requests (performance, fees); Assist Tax team with quarterly estimates and year-end allocations. Key Responsibilities: Financial Reporting: Prepare and review monthly, quarterly, and annual financial statements, fund returns, and investor deliverables; Draft quarterly MD&A reports for senior management.
Finance Manager Vaco LLCFinance ManagerBoston, MA$125,000–$150,000 / yearDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.
Fund Controller Hedge Funds And Credit Funds - 2058656 RightWorksFund Controller Hedge Funds And Credit Funds - 2058656Boston, MassachusettsExtensive experience of Private Markets operations ideally having worked in a similar role at a Private Credit Fund manager overseeing third party administrators, performing private credit fund audits, or management experience in private credit fund administration. The team is designed to oversee the work performed by our third party administrators and other strategic partners, while adding value to the investment process and clients through leveraging the teams’ skills and experiences in these products.
Senior Fund Accountant Daley and AssociatesSenior Fund AccountantBoston, MA$125,000–$150,000 / yearOur client is seeking an experienced Senior Fund Accountant to join its collaborative finance team and play a key role supporting a diverse portfolio of alternative investment strategies across private and public markets. Responsibilities: • Oversee fund accounting activities across multiple alternative investment vehicles, working closely with third-party fund administrators to ensure timely and accurate NAVs, financial statements, investor reporting, and audits.
Senior Fund Accountant | Boston MA | Private Credit Daley and AssociatesSenior Fund Accountant | Boston MA | Private CreditBoston, MAResponsibilities include supporting close processes, monitoring fund expenses and allocations, tracking investment activity, managing shadow accounting records, and analyzing complex transactions such as restructurings, recapitalizations, PIK income, OID, and valuation adjustments. The position works closely with auditors, tax advisors, fund administrators, offshore teams, and internal stakeholders across Legal, Compliance, Investor Relations, Operations, Tax, and Investment teams to support reporting, audits, and operational initiatives.
Fund Accounting Analyst, Fund Solutions Cambridge AssociatesFund Accounting Analyst, Fund SolutionsBoston, MassachusettsReview and analyze complex fund allocation methodologies and fee arrangements, including carried interest, management fees, and waterfall calculations, ensuring accuracy, compliance with fund governing documents, and proper accounting treatment. Base salary range for this role: Pay Range Minimum: 81200 Pay Range Maximum: 105600 In addition to the listed salary range, this position is eligible for an annual performance-based bonus and a comprehensive, competitive benefits package.
Senior Fund Accountant - Real Estate Private Equity TAG EisnerAmper, LLC (Inactive)Senior Fund Accountant - Real Estate Private EquityMAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest real estate private fund administrator by funds administered, we offer a full suite of financial products to our clients, from general accounting and tax planning to outsourced services and investor relations.
Fund Accountant Gen II CareersFund AccountantBoston, MassachusettsThe Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts. Gen II offers private fund sponsors a best-in-class combination of people, process, and technology, enabling fund sponsors to effectively manage their operational infrastructure, financial reporting, and investor communications.
Fund Accounting Analyst, Fund Solutions Cambridge Associates Private ClientsFund Accounting Analyst, Fund SolutionsBoston, MAReview and analyze complex fund allocation methodologies and fee arrangements, including carried interest, management fees, and waterfall calculations, ensuring accuracy, compliance with fund governing documents, and proper accounting treatment. The successful candidate will collaborate with internal teams and external service providers, such as fund administrators, custodians, and auditors, to ensure accurate and efficient fund operations.
Grant & Special Fund Accountant Frontier Regional and Union 38 School DistrictGrant & Special Fund AccountantMAFrontier Regional School District is seeking a qualified Grant & Special Fund Accountant to provide support to the Business Office and Director of Business Administration in all aspects of the district''s grants and special fund management. The Grant & Special Fund Accountant serves as a primary point of contact for grant-related fiscal matters, supporting administrators and other leadership in the accurate accounting, reporting, and reconciliation of grants and special funds.
Senior Grants & Restricted Funds Accountant MBLSenior Grants & Restricted Funds AccountantWoods Hole, MassachusettsWorking closely with Principal Investigators, Research Administration, Development, and Finance leadership, this position serves as a key institutional resource ensuring that research grants, contracts, restricted gifts, and endowment-supported activities are managed in accordance with sponsor requirements, donor intent, institutional policy, and generally accepted accounting principles. · Responsibilities include establishing awards and budgets within the financial system, monitoring expenditures for compliance with sponsor and donor requirements, preparing financial reports and invoices, managing cash drawdowns, performing account reconciliations, reviewing cost transfers, monitoring indirect cost recovery, and completing grant closeout activities.
Associate, Fund Controller Partners Capital Investment Group LLPAssociate, Fund ControllerBoston, MA$65,000–$95,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Associate, Fund Controller Partner's CapitalAssociate, Fund ControllerBoston, MassachusettsClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Lead Fund Controller, Private Funds Wellington ManagementLead Fund Controller, Private FundsBoston, MassachusettsWe are seeking a highly motivated and results-driven experienced fund controller to join Wellington’s private investment focused Fund Control & Operations team to support the launch and ongoing operations the Private Investment platform’s semi-liquid private investment strategy, Venture Growth Evergreen. Examples of our benefits include retirement plan, health and wellbeing, dental, vision,and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
NewSenior Grants & Restricted Funds Accountant Marine Biological LaboratorySenior Grants & Restricted Funds AccountantWoods Hole, MAPart timeWorking closely with Principal Investigators, Research Administration, Development, and Finance leadership, this position serves as a key institutional resource ensuring that research grants, contracts, restricted gifts, and endowment-supported activities are managed in accordance with sponsor requirements, donor intent, institutional policy, and generally accepted accounting principles. · Responsibilities include establishing awards and budgets within the financial system, monitoring expenditures for compliance with sponsor and donor requirements, preparing financial reports and invoices, managing cash drawdowns, performing account reconciliations, reviewing cost transfers, monitoring indirect cost recovery, and completing grant closeout activities.
Fund Accountant – Credit | Boston, MA Daley and AssociatesFund Accountant – Credit | Boston, MABoston, MAThis is a high-visibility role sitting at the intersection of fund accounting, investor reporting, and portfolio performance, with direct exposure to how deal activity flows through fund-level results. This is a great next step for a public accounting professional (PE or credit fund clients) looking to move into a lean team with direct exposure to fund leadership and decision-making.
Sr Associate, Fund Finance | Boston | Hybrid | $110K–$125K Base + Bonus Daley and AssociatesSr Associate, Fund Finance | Boston | Hybrid | $110K–$125K Base + BonusBoston, MA$110,000–$125,000 / year3+ years of experience in fund accounting, fund administration, public accounting, asset management, private credit, private equity, hedge funds, or financial services. This position offers the opportunity to work across a diverse alternative credit platform, supporting fund accounting, financial reporting, fund operations, and investment activity for a range of private credit strategies.
Financial Reporting Analyst, US Funds Wellington Management Company LLPFinancial Reporting Analyst, US FundsBoston, MAExamples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time). In addition, we offer a comprehensive and high value benefit package to meet the unique needs of our employees and their families, and we are committed to fostering a flexible work environment that enables employees to thrive personally and professionally.
Fund Accounting Manager - Boston - Hybrid Daley and AssociatesFund Accounting Manager - Boston - HybridBoston, MA$130,000–$150,000 / yearFund Accounting Manager - Boston - Hybrid A Boston-based alternative asset manager is seeking a Fund Accounting Manager to join its multi-strategy finance team supporting a diverse portfolio across private credit, private equity, venture capital, and public market strategies. This is a high-visibility role within a $10B+ investment platform, offering direct exposure to investment, client, compliance, and operations teams, as well as external partners including fund administrators, auditors, and other service providers.
Lead Fund Controller, Private Funds Wellington Management Company LLPLead Fund Controller, Private FundsBoston, MAWe are seeking a highly motivated and results-driven experienced fund controller to join Wellington's private investment focused Fund Control & Operations team to support the launch and ongoing operations the Private Investment platform's semi-liquid private investment strategy, Venture Growth Evergreen. Examples of our benefits include retirement plan, health and wellbeing, dental, vision, and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
Principal, Fund Controller Partners Capital Investment Group LLPPrincipal, Fund ControllerBoston, MA$120,000–$170,000 / yearPart timeClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Fund Accounting Director Gen II CareersFund Accounting DirectorBoston, MassachusettsThe Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts. Oversee and provide guidance on the initial set up of the Clients Funds deliverables (capital calls, distributions, financial statements, waterfalls, IRRs) and perform thorough, in-depth review and sign off prior to Managing Director review.
Principal, Fund Controller Partner's CapitalPrincipal, Fund ControllerBoston, MassachusettsClients include Syracuse University, Sesame Workshop, INSEAD Business School, New York’s Metropolitan Opera, San Francisco Symphony, Eton College, Colorado College, several Oxford and Cambridge University Colleges, several family offices around the world, and senior executives from leading global investment firms. With $75B+ in assets under management, the firm constructs customized investment portfolios for its clients tapping into its deep network of partnerships with what we consider exceptional asset managers across all major asset classes.
Securities Services - Alternative Fund Services - Associate JPMorgan Chase Bank, N.A.Securities Services - Alternative Fund Services - AssociateBoston, MAFull timePrepare and/or review periodic Net Asset Valuations, management fee and carried interest/performance fee calculations, investor allocations and capital account statements in adherence with the control framework, including internal policies and procedures. Our AFS business has over 950 dedicated professionals with offices in Dublin, London, Luxembourg, New York, New Jersey, Boston, Bangalore, Guernsey, Hong Kong, Jersey, Singapore, Toronto and Sydney.
Securities Services - Alternative Fund Services - Vice President JPMorgan Chase Bank, N.A.Securities Services - Alternative Fund Services - Vice PresidentBoston, MAFull timeMorgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $950 billion in assets globally. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Tax Compliance Manager, Hedge Fund - Client Role ArootahTax Compliance Manager, Hedge Fund - Client RoleBoston, MassachusettsThe successful candidate will work cross-functionally with investment professionals, fund operations, finance, legal, and external advisors to help ensure efficient tax reporting, strong governance practices, and effective support for tax-sensitive investment activity. This position will play a key role in supporting investment vehicles and managed account structures through oversight of tax operations, strategic tax planning, and coordination of external service providers.
Lead Fund Controller, Private Markets Wellington ManagementLead Fund Controller, Private MarketsBoston, MassachusettsThe experienced Fund Controller will play a crucial role in overseeing various functions for Wellington’s Private Investment Funds, with responsibility over assigned funds’ NAV oversight and annual audits, execution of capital calls and distributions, investor support, and contribution to cross-functional business initiatives. Examples of our benefits include retirement plan, health and wellbeing, dental, vision,and pharmacy coverage, health savings account, flexible spending accounts and commuter program, employee assistance program, life and disability insurance, adoption assistance, back-up childcare, tuition/CFA reimbursement and paid time off (leave of absence, paid holidays, volunteer, sick and vacation time).
NewSenior Fund Accountant - Credit Fund in Boston Daley and AssociatesSenior Fund Accountant - Credit Fund in BostonBoston, MA$100,000–$135,000 / year2-5 years of relevant experience with a leading public accounting firm or investment firm, preferably with exposure to private credit, private equity, or closed-end fund structures. This person will be responsible for the day-to-day accounting, quarterly close, and investor reporting processes for the firm’s rapidly expanding credit platform.
Fund Accounting Supervisor Gen II CareersFund Accounting SupervisorBoston, MassachusettsThe Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts. Oversee and provide guidance on the initial set up of the Clients Funds deliverables (capital calls, distributions, financial statements, waterfalls, IRRs) and perform thorough, in-depth review and sign off prior to Director/Managing Director review.
NewVP - Fund Accounting TAG EisnerAmper, LLC (Inactive)VP - Fund AccountingBoston, MAOur clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. As the largest real estate private fund administrator by funds administered, we offer a full suite of financial products to our clients, from general accounting and tax planning to outsourced services and investor relations.
Fund Accounting Manager Gen II CareersFund Accounting ManagerBoston, MassachusettsThe Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds, feeder funds, venture capital, retail, and managed accounts. Oversee and provide guidance on the initial set up of the Clients Funds deliverables (capital calls, distributions, financial statements, waterfalls, IRRs) and perform thorough, in-depth review and sign off prior to Director/Managing Director review.
Funds Paralegal Fenwick & West LLPFunds ParalegalMA$85,000–$133,750 / yearDesired Skills & Qualifications: • Bachelor's degree or paralegal certificate from ABA-approved school required • Minimum of 3-5 years of experience in venture and/or private equity funds as a paralegal in a Big Law or comparable law firm environment • Professional demeanor • Excellent organizational skills • Ability to manage multiple matters simultaneously under tight deadlines or quick turnaround times • High level of attention to detail and accuracy • Strong written and verbal communication skills • Advanced with Microsoft Office Suite and DocuSign (including templates and powerforms) • Some experience with document management systems and virtual datarooms, a plus. Prepare, review, and track key organizational documents such as operating agreements, employer identification number documents, subscription agreements, side letters, and ancillary agreements, including interface with attorneys, clients, investors, fund administrators, and other third parties, as needed.
Hedge Fund Controller Brown Brothers Harriman & CoHedge Fund ControllerBoston, MAThe role interfaces with the Funds' administrators in Boston (Alternatives TA, Financial Reporting, Partnership Accounting and Tax), BBH product/portfolio managers and their teams, client relationship managers, the BBH corporate accounting function, big 4 audit and tax firms, and other internal teams and senior stakeholders. This role is responsible for the oversight of the accounting, financial reporting/analysis and tax reporting functions for a group of BBH Private Funds (the "Funds") which includes private real estate and hedge funds, sponsored by the BBH Capital Partners line of business.
NewManager, Hedge Fund Accounting SS&C Technologies Holdings IncManager, Hedge Fund AccountingBoston, MA$78,000–$165,000 / yearLead a high-performing fund accounting team supporting sophisticated hedge fund clients while building strong client relationships and driving operational excellence. If you enjoy solving complex accounting challenges, mentoring others, and working in a fast-paced, client-focused environment, this is an opportunity to grow your career while helping shape the future of our fund accounting operations.
Accounting Manager, Hedge Funds (East Coast Region) SS&CAccounting Manager, Hedge Funds (East Coast Region)Boston, MassachusettsLead a high-performing fund accounting team supporting sophisticated hedge fund clients while building strong client relationships and driving operational excellence. If you enjoy solving complex accounting challenges, mentoring others, and working in a fast-paced, client-focused environment, this is an opportunity to grow your career while helping shape the future of our fund accounting operations.
Fund Accounting Lead Analyst Citigroup IncFund Accounting Lead AnalystBoston, MA$123,360–$185,040 / yearThe Financial Administration Senior Manager, Vice-President (VP) oversees production of periodic investment company (fund) financial and related shareholder and client reports, including semi-annual and annual financial statements, quarterly administrator reports and periodic filings with the Securities and Exchange Commission (SEC), and fund expense management, reporting and payments. The VPs are responsible for managing a team of financial administration professionals, working with internal and external clients to design and maintain efficient, effective fund financial reporting and client reporting processes.
NewAccounting Manager, Hedge Funds (East Coast Region) SS&C Technologies Holdings IncAccounting Manager, Hedge Funds (East Coast Region)Boston, MA$78,000–$165,000 / yearLead a high-performing fund accounting team supporting sophisticated hedge fund clients while building strong client relationships and driving operational excellence. If you enjoy solving complex accounting challenges, mentoring others, and working in a fast-paced, client-focused environment, this is an opportunity to grow your career while helping shape the future of our fund accounting operations.
Senior Investment Operations & Fund Accounting Associate - Alternative Investment Firm Daley and AssociatesSenior Investment Operations & Fund Accounting Associate - Alternative Investment FirmBoston, MAA highly successful Boston-based alternative investment management firm is seeking an experienced Senior Operations & Fund Accounting Associate to join its collaborative finance team. The role offers broad exposure across operations, fund accounting, trade support, and financial reporting within a complex multi-asset class investment environment.
Assistant Director of the Clark Fund - Clark University Clark UniversityAssistant Director of the Clark Fund - Clark UniversityWorcester, MAThis position provides essential organizational and administrative support, manages the Clark Fund student worker program, coordinates and executes events, and oversees the Clark Fund inbox and phone line while delivering responsive, high-quality customer service to alumni, parents, and friends. Location: Worcester, MA Category: Staff and Administrators Job Type: Full-time - Non Exempt Posted On: Wed Apr 1 2026 Job Description: The Assistant Director plays a vital role in supporting the work of The Clark Fund and the broader Advancement team at Clark University.
Associate Director of the Dexter Southfield Fund Dexter SouthfieldAssociate Director of the Dexter Southfield FundBrookline, MassachusettsRe-imagine, build, and manage the volunteer structures within the parent and alumni communities to capitalize on peer-to-peer engagement and maximize philanthropic support, including management of the Fundraising Committee of the Alumni Board and the Parent Giving Committee. Position Description The Associate Director of the Dexter Southfield Fund is a collaborative and dynamic team player who is responsible for developing, planning, and implementing annual fundraising initiatives to further the mission of Dexter Southfield.
Academic Advisor PT (Grant Funded) Bay Path UniversityAcademic Advisor PT (Grant Funded)Longmeadow, MAEngage in purposeful discussion with students to learn about course performance and interests, providing accurate and current curricular information to undergraduate students, assisting in the development of achievable academic goals and degree plans. JOB SUMMARY: Under the direction of the Director for BPO Advising, the Academic Advisor plays a key role in undergraduate student success by providing an array of services designed to assist them with successful completion of their degree.
NewFund Accountant Michael Page InternationalFund AccountantBoston, Massachusetts$80,000–$120,000 / yearFull timeContact Ryan Schiavone Quote job ref JN-052026-7017589Job SummarySector: AccountingSub Sector: Financial AccountingIndustry: Financial ServicesLocation: BostonContract Type: Permanent MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.
Private Equity Fund Accountant - 2 days in office CFSPrivate Equity Fund Accountant - 2 days in officeBoston, MA$80,000–$90,000 / yearThe role offers exposure to complex fund structures, direct interaction with investment professionals, and a clearly defined path for growth within a collaborative, high-performing finance team. Experience with investment management, financial services, private equity, hedge funds, or alternative investments is a plus but not required.
Fund Accountant Daley and AssociatesFund AccountantWellesley, MA$30–$36 / hourWe are seeking candidates for a Fund Accountant position with a highly successful investment management firm located near Wellesley, MA. Partner with internal teams (onshore and offshore) and external counterparties to ensure accurate and timely contributions, withdrawals, and other cash movements.
NewSenior Fund Accountant - Private Equity / Venture Capital Dynamo Software IncSenior Fund Accountant - Private Equity / Venture CapitalWatertown, MA$80,000–$105,000 / yearThe Outsourcing Practice focuses on private equity and provides customized bundles of accounting and reporting services to our clients, which include, but are not limited to, entry of all accounting transactions and related recordkeeping; preparation and e-delivery of quarterly unaudited financial statements and investor reports; preparation and e-delivery of investor capital calls and distributions; coordination of annual audits, including drafting the footnotes to the audited financials; coordination of annual partnership income tax returns and e-delivery of Schedule K-1s to investors; maintenance of clients' online investor portals; responding to ad hoc questions from clients and their investors; administering the treasury function including lines of credit. What you bring: Minimum of Bachelor's degree in accounting 2-4 years of experience in fund accounting CPA (strongly preferred) Experience in private equity or partnership investment accounting (strongly preferred) Technical interest/ aptitude, including strong Excel skills Excellent communication skills Capable of working independently while juggling multiple priorities in a fast-paced environment.
Research Administrator Manager, Department of Medical Oncology Dana-Farber Cancer Institute IncResearch Administrator Manager, Department of Medical OncologyBOSTON, MA$117,200–$133,500 / yearReview sponsor eligibility and application requirements and ensure applicants understand them, responsible for the entire application excluding scientific content, meet and communicate internal and external deadlines in a strict deadline-driven environment, research funding opportunities for investigators, draft non-scientific materials for proposals, coordinate with administrators and faculty from other departments or organizations to complete proposals, coordinate institutional review of proposals by Grants & Contracts and submission to sponsors, prepare JIT information and responses to other pre-award inquiries. The Research Administrator Manager is responsible for collaborating with Institute central offices such as Research Finance, Accounts Payable, Research Administration, Special Funds, Grants and Contracts, the Clinical Trials Office, Office of General Counsel, and the Innovations Office.
Estate Administrator (PERM) Connexion Systems + EngineeringEstate Administrator (PERM)Cambridge, MA$100,000–$125,000 / yearResponsible for all aspects of estate administration; Prepare and file Massachusetts Probate Court documents and manage related proceedings, including preparation and review of probate accountings; Prepare Federal and Massachusetts estate tax returns, as well as other state estate tax returns as required; Collect assets, create asset lists, value assets, calculate estate tax estimates, calculate commissions, prepare instruments of distribution and receipts, prepare correspondence to clients, beneficiaries and advisors, participate in post-mortem income tax planning, transfer property to beneficiaries, prepare probate accountings, and fund formula distributions to marital and exemption trusts; Coordinate and execute post-mortem tax planning strategies in collaboration with attorneys and tax professionals; Oversee transfer of assets to beneficiaries, including preparation of distribution documentation, receipts, and releases; Review and process estate and trust account activity, ensuring accuracy and proper documentation; Be a reliable, responsive, confident resource to attorneys, fiduciaries, and family members throughout the estate administration process. The ideal candidate will have a Bachelors degree or equivalent and 5 years of estate administration experience, preferably in a law firm or professional services environment, along with a strong working knowledge of estate planning techniques and Federal and Massachusetts estate and fiduciary income tax laws.
NewSenior Grant Administrator, Infectious Disease Mass General BrighamSenior Grant Administrator, Infectious DiseaseBoston, MassachusettsGrant Administrator will develop budgets for new and competing grant awards, perform regular reviews of funds and budgets for purposes of confirming charges and reconciling discrepancies, and will do budget projections for the lifetime of each grant for the ID Division. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success.
Senior Grant Administrator, Infectious Disease Brigham and Women's HospitalSenior Grant Administrator, Infectious DiseaseBoston, MA$79,560–$115,720.80 / yearGrant Administrator will develop budgets for new and competing grant awards, perform regular reviews of funds and budgets for purposes of confirming charges and reconciling discrepancies, and will do budget projections for the lifetime of each grant for the ID Division. The framework is comprised of ten competencies (half People-Focused, half Performance-Focused) and are defined by observable and measurable skills and behaviors that contribute to workplace effectiveness and career success.
Senior Administrator - Client Services JTC PlcSenior Administrator - Client ServicesBoston, MA$72,000–$89,000 / yearThe candidate will be responsible for providing support to Client Services team members, excellent customer service, working with clients in understanding the clients' needs and administering the appropriate procedures, process in a timely, accurate and professional manner, and identify streamlining opportunities for process improvement. Maintain client relationships to ensure client satisfaction with the highest level of client service, monitoring client usage of contracted services and portal, identifying potential additional products/services to be provided, escalating potential churn situations to management.