Associate I

Boston, MA 02109

Posted: 09/12/2018 Employment Type: Direct Hire Specialty: Accounting & Finance Job Number: 82008

A family financial services firm in Boston, MA is seeking a junior Associate I to join their team. Associates are integral members of the client service team and are responsible for the day-to-day accounting and operations for a portfolio of assigned clients. Associates work closely with the other members of the firm to ensure accurate client-specific accounting and financial administration. In addition to reviewing and processing Accounts Payable and Accounts Receivable, making journal entries, and working with budgets, Associates also prepare financial statements and get involved with forecasting, financial statement analysis, tax coordination, and estate administration.

This organization truly values its employees and promotes from within. This is an excellent opportunity for growth!

Salary: up to $49k/year

Benefits for the Associate:
  • Medical, Dental, and Vision
  • Generous paid time off 
  • Profit sharing
  • 401(k) match
  • Tuition reimbursement
  • Bonus program based on performance

Responsibilities for the Associate:
  • Manage the books and records for assigned clients, including accounting for and reporting on small businesses, planes, boats, investments, real estate, and other assets
  • Prepare bank reconciliations and vendor reports, identify issues and work with team members for resolution
  • Manage the bill pay process for assigned clients to ensure accuracy and completeness, including following up on missing invoices and identifying when accounts require funding
  • Properly record journal entries for full balance sheet and income statement activity. Accurately capture balance sheet items and identify tax deductible expenses.
  • Download, record, and reconcile credit card, bank account and investment activity
  • Close books on a monthly, quarterly, and year-end basis, including posting appropriate journal entries
  • Assist with the preparation of monthly/quarterly financial reports
  • Budgeting and cash flow planning for clients and administering charitable giving programs on behalf of clients
  • Coordinate with payroll services and employee benefit providers
  • Assist with the coordination of tax preparation services
  • Understand client's property insurance program and identify key events which trigger coverage adjustments
  • Work with team to establish and maintain client operating policies and procedures to ensure accurate reporting and cash management
  • Assist with client billing, accounts receivable, and realization analysis
  • Assist with or perform client research and analysis
  • Maintain supporting schedules, work papers, and electronic and/or paper files

  Requirements for the Associate:
  • Bachelor’ s Degree preferred but not required
  • 2+ years of experience working in a bookkeeper/accountant role for a family insurance office (preferably multi-family)
  • Quickbooks experience
  • Strong customer service and client facing skills
  • Bill pay experience and heavy AP function
  • Strong written and verbal communication skills
  • Strong organizational skills with great attention to detail
  • Strong multi-tasking and prioritizing skills with the ability to meet deadlines
  • Excellent written and verbal communication skills
  • Ability to work independently and as part of a team
  • Must be eligible to work in the U.S. without sponsorship     




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