Assistant Controller

A Newton, MA-based private equity investment firm is seeking an Assistant Controller on a permanent basis.

The individual in this role will be responsible for accounting, reporting, cash management, and tax-coordination functions for a dynamic family office and private investment firm with a complex multi-entity structure and diverse investment portfolio. The ideal candidate will have strong technical tax expertise, a CPA, and a solution-oriented mindset. This is a hybrid position, working in Newton, MA Monday - Thursday and remotely on Fridays.

Responsibilities

• Support full-cycle periodic financial closes (monthly, quarterly, annual) across a multi-layered portfolio of family office and investment entities.
• Collaborate cross-functionally with legal, tax, estate planning, investment, and admin teams to maintain seamless entity records and proper accounting practices.
• Ensure full compliance with federal, state, and local tax laws by overseeing timely tax filings, disclosures, 1099s, censuses, and notice resolutions.
• Oversee tax-basis general ledgers and schedules, performing reconciliations for cash, intercompany accounts, capital structures, investments, and distributions/contributions.
• Drive accounting and reporting workflows across diverse vehicles, including operating companies, real estate assets, trusts, LLCs, and private market investments.
• Produce comprehensive tax-basis financial statements, executive management reports, cash flow analyses, and entity-specific insights.
• Act as the primary liaison to external tax advisors for tax return prep, estimated tax payments, workpaper delivery, and ongoing compliance requirements.
• Track evolving federal, state, and local tax legislation to evaluate strategic impacts on operations, asset depreciation, pass-through entities, and investments.
• Manage core treasury operations, including liquidity forecasting, bank reconciliations, wire approvals, budgeting, and banking relationship management.

Qualifications

• 7+ years of accounting and tax experience
• Proficient in ERP systems
• Strong understanding of tax-basis accounting
• CPA