Job Description
Assistant Controller | Greater Boston | In-Office, 4 days/week
We’re partnering with a private investment firm to identify an experienced Assistant Controller to join its accounting team. This is an excellent opportunity for a seasoned accounting professional with experience in tax-basis accounting, private investments, and complex multi-entity structures to take on a hands-on role supporting financial reporting, cash management, and tax coordination.
Compensation: $160,000-180,000 plus bonus
Key Responsibilities
If you have a strong background in tax-basis accounting, private investments, and complex multi-entity structures and are interested in taking the next step in your career as an Assistant Controller, reach out to Declan Turner at dturner@daleyaa.com.
We’re partnering with a private investment firm to identify an experienced Assistant Controller to join its accounting team. This is an excellent opportunity for a seasoned accounting professional with experience in tax-basis accounting, private investments, and complex multi-entity structures to take on a hands-on role supporting financial reporting, cash management, and tax coordination.
Compensation: $160,000-180,000 plus bonus
Key Responsibilities
- Support monthly, quarterly, and annual close processes, maintain general ledgers and reconciliations, and prepare tax-basis financial statements and management reports.
- Manage accounting and reporting across private investments, real estate entities, trusts, partnerships, LLCs, and related holding companies.
- Coordinate with external tax advisors on tax returns, estimated payments, tax-basis workpapers, and regulatory filings.
- Support cash forecasting, bank reconciliations, liquidity planning, annual budgets, and financial variance analysis.
- Maintain accounting policies and controls while identifying opportunities to improve systems, reporting, and workflow efficiency.
- Assist with accounting documentation for investment transactions, purchases, sales, loans, distributions, and entity restructurings.
- Partner with investment, legal, tax, estate planning, and administrative teams to ensure accurate accounting and reporting.
- Bachelor’s degree in Accounting, Finance, or a related field required.
- 10+ years of progressive accounting experience in a private investment firm, partnership, trust, or high-net-worth environment.
- Public accounting experience, particularly Big Four or regional firms, is a strong plus.
- Strong understanding of tax-basis accounting and experience preparing and reviewing tax-basis schedules and financial reports.
- Familiarity with trust, nonprofit, and corporate structures and their associated tax considerations.
- Proficiency in ERP systems such as Sage Intacct and advanced Excel.
- CPA or CPA candidate preferred.
- Strong attention to detail, discretion, communication, and organizational skills, with the ability to manage confidential information and competing priorities.
If you have a strong background in tax-basis accounting, private investments, and complex multi-entity structures and are interested in taking the next step in your career as an Assistant Controller, reach out to Declan Turner at dturner@daleyaa.com.
Numbers & Facts
| Location | Boston, MA |
| Industry | Staffing/Employment Agencies |
| Salary | $160,000–$180,000 Per Year |
| Company Size | 20 to 49 employees |
| Year Founded | 2005 |
| Website | http://daleyaa.com/ |
About Company
Daley And Associates, LLC (“DAA”) is a boutique search, executive, and contract staffing firm located in Boston, MA. We specialize in the placement of Accounting, Finance, Information Technology, Legal, Administrative, and Life Sciences professionals at all levels. The firm was founded in 2005 by distinguished executives with over 30+ years of staffing agency experience with the mission to create a different kind of recruiting firm, one that provides a very hands-on, consultative approach to the clients they serve.
Daley And Associates works with some of the most prominent businesses in the greater Boston area. Our clients range from promising start-ups to Fortune 100 companies.
Skills
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