associate - tax - executive compensation, employment & benefits (senior) Jobs in Boston

associate - tax - executive compensation, employment & benefits (senior)

financial services international tax compliance - senior manager Jobs in Boston

financial services international tax compliance - senior manager

private equity, fund accounting & administration, senior associate Jobs in Boston

private equity, fund accounting & administration, senior associate

associate tax executive compensation employment benefits senior

Latham & Watkins LLP

<div><h2 class="jobSectionHeader"><b>About Latham &amp; Watkins
</b></h2><div><div><div>Latham &amp; Watkins is one of the world&rsquo;s leading global law firms advising the businesses and institutions that drive the global economy. We are the market leaders in major financial and business centers globally and offer unmatched expertise and resources to help you grow from an intellectually curious self-starter into an exceptional lawyer. If you aspire to be the best, this is where you belong.
</div></div></div><h2 class="jobSectionHeader"><b>About the Practice Group
</b></h2><div><div><div>Latham&rsquo;s Executive Compensation, Employment &amp; Benefits lawyers advise clients around the world on a full spectrum of corporate transactions and representations.<br>
<br>
Whatever the size of a deal or stage of a company&rsquo;s development, we handle the most challenging compensation, employee benefits, and employment issues facing businesses today.
<br>
<br>
We work with clients to address virtually every potential issue &mdash; from tailoring compensation arrangements in the context of multi-billion dollar mergers and acquisitions and capital markets transactions, to complex multi-jurisdictional employment and employee benefits matters, to optimizing plan design to account for tax and securities law considerations. Our clients include Silicon Valley unicorns, New York financial institutions, London private equity firms, Hong Kong emerging growth companies and every type of company in between. As we work with our clients, we pride ourselves on partnering together and working as an integrated part of our client&rsquo;s team.
<br>
<br>
Given the scope of Latham&rsquo;s practices, we have an unparalleled view of the compensation, benefits, and employment issues that arise in any industry around the world. Our global reach and cross-office collaboration give us a unique ability to access the insights of colleagues throughout the world on issues such as tax, securities, labor and employment, and corporate governance. Much of our work requires a sophisticated understanding of not only the legal landscape, but also market practice and conditions. We draw on our unmatched global expertise and client experience to efficiently develop commercial and practical workforce solutions with our clients.
</div></div></div><h2 class="jobSectionHeader"><b>About the Role
</b></h2><div><div><div>The Latham Tax Department is conducting a national search for attorneys with a minimum of 5 years of executive compensation and employee benefits experience. Qualified candidates will have significant experience in company representation and compensation disclosure issues and a broad array of transactional executive compensation and benefits matters (and the tax, securities and other relevant law associated with such matters).
</div></div></div><h2 class="jobSectionHeader"><b>Main Contact Details
</b></h2><div><div><div>LateralRecruiting.Litigation&amp;Tax@lw.com
</div></div></div><h2 class="jobSectionHeader"><b>Additional Information
</b></h2><div><div><div>Investing in the well-being of our lawyers and staff is among the firm&rsquo;s highest priorities. Through our &ldquo;LiveWell Latham&rdquo; program, we offer best-in-class benefits and comprehensive resources designed to support you and your loved ones through all life&rsquo;s moments &mdash; from building a family and taking care of loved ones, to managing your health and saving for the future.<br>
<br>
Latham &amp; Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.<br>
<br>
We periodically provide demographic data to legal publications, bar associations, civic and community organizations, and in some instances, to local, state, and federal government agencies as required by law or contract. So that the firm can provide this information accurately, we request that you consider self-identifying.<br>
<br>
 review your rights under U.S. employment laws. In accordance with Latham &amp; Watkins policies, associates in this role must protect and maintain any highly sensitive, confidential, privileged, financial and/or proprietary information that Latham &amp; Watkins retains either as part of the legal services the Firm provides to clients or for internal purposes.<br>
<br>
Los Angeles: Latham &amp; Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO).<br>
<br>
San Francisco: Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.<br>
<br>
Massachusetts: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. An employer that violates this law may be subject to fines and/or a private right of action for $500 in statutory damages &ldquo;for each such violation,&rdquo; among other things.
</div></div></div><h2 class="jobSectionHeader"><b>Pay Range
</b></h2><div><div><div><div><b>Associate Base Salary</b></div><div>
Discretionary bonuses may be available depending on application circumstances and position.</div><div></div><div><div><div><b><br>
Year</b></div><div><b> US Payroll</b></div></div><br>
<div><div><b>
1st Year</b></div><div> $225,000</div></div><br>
<div><div><b>
2nd Year</b></div><div> $235,000</div></div><br>
<div><div><b>
3rd Year</b></div><div> $260,000</div></div><br>
<div><div><b>
4th Year</b></div><div> $310,000</div></div><br>
<div><div><b>
5th Year</b></div><div> $365,000</div></div><br>
<div><div><b>
6th Year</b></div><div> $390,000</div></div><br>
<div><div><b>
7th Year</b></div><div> $420,000</div></div><br>
<div><div><b>
8th Year</b></div><div> $435,000</div></div></div></div></div></div></div>

Associate - Tax - Executive Compensation, Employment & Benefits (Senior)

Qualdoc

<div><div><b>Trusts &amp; Estates Associate</b></div><div></div><div><br>
Pay: $160,000 &ndash; $175,000 annually</div><div>
Additional Compensation: Referral bonus + discretionary annual bonus</div><div>
Benefits: Full benefits package including medical, vision, dental, and 401(k)</div><div>
Schedule: Full-time (hybrid; one remote day per week)</div><div>
Type: Direct Hire</div><div>
Location: Boston, MA (Hybrid)</div><div></div><div><b><br>
Position Overview</b></div><div></div><div><br>
A well-established law firm is seeking an experienced Trusts &amp; Estates Associate Attorney to join its growing practice. The ideal candidate will have at least seven years of estate planning experience and be comfortable working with a diverse client base on complex estate, gift, and tax matters.</div>
<h3 class="jobSectionHeader"><b>Key Responsibilities</b></h3><ul><li>
Draft and implement sophisticated estate planning strategies, including estate, gift, and generation-skipping tax planning</li><li>
Prepare and review related tax returns</li><li>
Manage estate and trust administration, including all aspects of Massachusetts probate and trust law</li><li>
Handle routine probate administrations from start to finish</li><li>
Communicate effectively with clients, fiduciaries, and professional advisors</li></ul><h3 class="jobSectionHeader"><b>
Qualifications</b></h3><ul><li>
Minimum 7 years of estate planning experience</li><li>
Strong understanding of probate and trust administration</li><li>
Excellent written, verbal, and client communication skills</li><li>
LL.M. in Taxation preferred, but not required</li><li>
Detail-oriented and capable of managing multiple complex matters simultaneously</li></ul>
<p>
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</p></div>

Trusts & Estates Associate

<div>At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy. These individuals help businesses navigate complex tax regulations and optimise their tax positions. Those in international tax at PwC will provide advice and guidance to clients on structuring their global tax positions. Your work will involve analysing international tax laws and regulations to develop strategies that optimise tax efficiency and minimise risks for multinational businesses.<p><br>
Growing as a strategic advisor, you leverage your influence, expertise, and network to deliver quality results. You motivate and coach others, coming together to solve complex problems. As you increase in autonomy, you apply sound judgment, recognising when to take action and when to escalate. You are expected to solve through complexity, ask thoughtful questions, and clearly communicate how things fit together. Your ability to develop and sustain high performing, diverse, and inclusive teams, and your commitment to excellence, contributes to the success of our Firm.</p><p></p><p>
Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to:</p><p></p><ul><li>
Craft and convey clear, impactful and engaging messages that tell a holistic story.</li><li>
Apply systems thinking to identify underlying problems and/or opportunities.</li><li>
Validate outcomes with clients, share alternative perspectives, and act on client feedback.</li><li>
Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations.</li><li>
Deepen and evolve your expertise with a focus on staying relevant.</li><li>
Initiate open and honest coaching conversations at all levels.</li><li>
Make difficult decisions and take action to resolve issues hindering team effectiveness.</li><li>
Model and reinforce professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and independence requirements.</li></ul><p><br>
The Opportunity<br>
As part of the International Tax Services Generalist - CS team you are expected to lead the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. As a Senior Manager you are to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. You are also responsible for building trust with multi-level teams and stakeholders through open and honest conversation, motivating and coaching teams to solve complex problems.</p><div>
Responsibilities<br>
<ul><li>Lead the way as technology-enabled tax advisors</li><li>Provide benefits through digitization and automation</li><li>Maintain operational excellence while managing large projects</li><li>Interact with clients at a senior level to confirm project success</li><li>Provide strategic input into the firm's business strategies</li><li>Leverage specialized knowledge of industry-leading business trends</li><li>Utilize professional networks to deliver quality results</li><li>Motivate and coach teams to solve complex problems</li></ul></div><div>
What You Must Have<br>
<ul><li>Bachelor's Degree in Accounting</li><li>A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study may be considered in lieu of a Bachelor's Degree in Accounting</li><li>5 years of experience</li><li>CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity</li></ul></div><div>
What Sets You Apart<br>
<ul><li>Close abilities in corporate and partnership taxation</li><li>Assisting financial services companies and fund managers</li><li>Tax structuring of funds and portfolios</li><li>Building and utilizing networks of client relationships</li><li>Managing resource requirements and project workflow</li><li>Supervising teams to create an atmosphere of trust</li><li>Developing new relationships and selling new services</li><li>Knowledge of automation and digitization in tax services</li><li>A Juris Doctorate (JD), Master of Laws (LLM), or Master's degree in Accounting or Taxation field of study considered in lieu of a Bachelor's Degree in Accounting</li></ul></div><br>
Learn more about how we work: https://pwc.to/how-we-work<br>
<br>
PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.<br>
<br>
As PwC is an equal opportunity employer, all qualified applicants will receive consideration for employment at PwC without regard to race; color; religion; national origin; sex (including pregnancy, sexual orientation, and gender identity); age; disability; genetic information (including family medical history); veteran, marital, or citizenship status; or, any other status protected by law.<br>
<br>
For only those qualified applicants that are impacted by the Los Angeles County Fair Chance Ordinance for Employers, the Los Angeles' Fair Chance Initiative for Hiring Ordinance, the San Francisco Fair Chance Ordinance, San Diego County Fair Chance Ordinance, and the California Fair Chance Act, where applicable, arrest or conviction records will be considered for Employment in accordance with these laws. At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. We evaluate these factors thoughtfully to establish a secure and trusted workplace for all.<br>
<br>
The salary range for this position is: $124,000 - $335,000, plus individuals may be eligible for an annual discretionary bonus. For roles that are based in Maryland, this is the listed salary range for this position. Actual compensation within the range will be dependent upon the individual's skills, experience, qualifications and location, and applicable employment laws. PwC offers a wide range of benefits, including medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit the following link: https://pwc.to/benefits-at-a-glance</div>

Financial Services International Tax Compliance - Senior Manager

Commonwealth of Massachusetts

<div></div><div><div><p>The Department of Developmental Services (DDS) is seeking an experienced and strategic legal professional to serve as its General Counsel. This leadership role is central to the agency's mission, providing legal advice to the Commissioner and Executive Leadership Team, guiding the development of key policies and management initiatives, and ensuring legal compliance across all operations. The General Counsel also directs the Department's Legal Office, supervises attorneys statewide, oversees the National Criminal Background Check Unit, and drafts legal documents that support DDS's statutory responsibilities and strategic goals.</p><p>
This is an excellent opportunity for a skilled legal leader to shape policy, drive organizational integrity, and contribute to meaningful work that impacts individuals and communities across Massachusetts. Apply now to be part of a mission driven team.</p><p><b>
Duties and Responsibilities (these duties are a general summary and not all-inclusive):</b></p><ul><li>Confer with the Commissioner and collaborate with DDS managers, clinical staff, legislators, and advocates to develop and implement legal policies aligned with Department goals.</li><li>Advise agency representatives and coordinate with stakeholders to establish appropriate legal frameworks supporting DDS operations.</li><li>Draft, review, and revise Department regulations, contracts, and legal opinions to ensure enforcement capability and legal compliance.</li><li>Represent the Department in major legal proceedings and coordinate litigation strategy with the Attorney General ' s Office to support policy implementation.</li><li>Promote high performance and accountability within the Legal Office by supervising attorneys and guiding professional development.</li><li>Strengthen the Legal Office ' s capacity to deliver responsive legal services to individuals supported by DDS across the Commonwealth.</li><li>Serve as a liaison to the Executive Office of Health and Human Services (EOHHS) and other executive offices to align legal positions and coordinate initiatives.</li><li>Engage with plaintiffs' counsel, parents ' groups, citizen organizations, and advocates to resolve legal issues and promote collaborative understanding.</li><li>Present and explain Department legal positions in public forums to foster transparency and address complex or sensitive topics.</li><li>Lead hiring, promotion, discipline, and oversight of Legal Office staff; supervise the Director of the National Criminal Background Check Unit to ensure compliance and effective operations.</li></ul><p><b>
Preferred Qualifications:</b></p><ul><li>A minimum of 15 years of legal practice, including at least four years in public administration law, is strongly recommended.</li><li>Experience working for or closely with a large, complex organization, preferably a public agency for a minimum of two years, is preferred. This requirement may be waived for candidates who demonstrate exceptional legal expertise, strong interpersonal skills, and the ability to lead and integrate legal and policy matters in a multidisciplinary environment.</li><li>Extensive knowledge of public administration law and the ability to interpret and apply legal principles to complex policy issues while balancing legal requirements, public expectations, and operational realities.</li><li>Proven leadership and demonstrated managerial competency in overseeing large legal teams, including supervision of approximately 25 attorneys and 35 paralegals/support staff managing high-volume caseloads.</li><li>Strong written and verbal communication skills, with the ability to produce clear, persuasive legal documents, policies, and guidance for diverse audiences.</li><li>Experience providing timely, strategic, and practical legal advice to senior leadership across a broad range of topics, including informed consent, contracts, licensing, civil and criminal law, Medicaid regulations, and constitutional/civil rights issues, especially those arising in class action litigation.</li><li>Demonstrated ability to effectively advocate for complex and potentially controversial legal positions in public and high stakes forums.</li><li>Skilled in fostering consensus, resolving conflict, and cultivating collaborative relationships across agencies and stakeholder groups.</li><li>Ability to navigate sensitive legal and policy challenges with discretion, integrity, and a commitment to equitable outcomes.</li></ul><p><b><i>
About the Department of Developmental Services</i></b></p><p>
The mission of the Department of Developmental Services (DDS) is to create innovative and genuine opportunities for individuals with intellectual and developmental disabilities including Autism Spectrum Disorder to participate fully and contribute meaningfully to their communities as valued members. DDS serves over 43,000 vulnerable individuals throughout their lifetimes, providing a spectrum of day, employment, and residential supports. The agency directly oversees and manages $3 billion in public funds ($2.7B+ operating budget) and approximately 5,500 staff, the largest state employee workforce of any agency in the Massachusetts executive branch of government.</p><p>
For more information about our agency and programs visit: www.mass.gov/dds</p><p><b>
To Apply:</b></p><p>
Please upload a cover letter and resume for the General Counsel.</p><p><b>
Pre-Hire Process:</b></p><p>
Education and license/certification information provided by the selected candidate(s) is subject to the Massachusetts Public Record Law and may be published on the Commonwealth's website.</p><ul><li>
Education, licensure, and certifications will be verified in accordance with the Human Resources Division's Hiring Guidelines.</li></ul><p></p><p><br>
Recommended candidates must successfully complete pre-employment screening which includes:</p><ul><li>
Disabled Persons Protection Commission (DPPC) Abuse Registry Search: https://www.mass.gov/info-details/dppc-abuser-registry</li><li>
Criminal background check (CORI) by regulations set forth by the Executive Office of Health and Human Services. http://www.mass.gov/hhs/cori</li><li>
National Background Checks, Chapter 234 of the Acts of 2014, conduct fingerprint-based check. https://www.mass.gov/lists/dds-fingerprint-background-checks</li></ul><br>
<p></p><ul><li>
A tax &amp; background check will be completed on the recommended candidate as required by the regulations set forth by the Executive Office and Human Services Division prior to the candidate being hired.</li></ul><p></p><p><br>
If you require assistance with the application/interview process and would like to request an ADA accommodation, please click on the link and complete the ADA Reasonable Accommodation Online Request Form<b>.</b></p><p></p><p><br>
For technical help with MassCareers, including logging into your profile and/or resetting your password, please call the Employee Service Center at 617-979-8500 for assistance.</p><p></p><p><br>
For questions regarding this requisition, please contact the Executive Office of Health and Human Services Human Resources at 1-800- 510-4122 Ext. #4.</p><p></p><p><br>
</p><div>
</div></div><div><b>Qualifications</b><p></p><p><br>
 MINIMUM ENTRANCE REQUIREMENTS:</p><p></p><p><br>
Applicants must have at least (A) seven (7) years of full-time or, equivalent part-time, professional, administrative, supervisory, or managerial experience in a particular specialty (i.e. scientific, professional, or technical) and must possess current license and/or registration requirements established for the performance of the position, of which (B) at least four (4) years must have been in a managerial capacity.</p><p></p><p><br>
Pursuant to G.L. ch. 19B, Section 5, the general counsel must be a member in good standing of the Massachusetts bar for not less than six years and during which time he or she was actively engaged in the practice of law.</p><p></p><p><br>
Salary placement is determined by a combination of factors, including the candidate&rsquo;s years of directly related experience and education, and alignment with our internal compensation structure as set forth by the Human Resources Division&rsquo;s Hiring Guidelines. For all bargaining unit positions (non-management), compensation is subject to the salary provisions outlined in the applicable collective bargaining agreement and will apply to placement within the appropriate salary range<i>.</i></p><p></p><p><b><br>
Comprehensive Benefits</b></p><p>
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.</p><p>
Want the specifics? Explore our Employee Benefits and Rewards!</p><p></p><p><b><br>
An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.</b></p><p></p><p><br>
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.</p><p></p><div><br>
</div></div><div><b>
Official Title</b><b>:</b> Program Manager Specialist X</div><div><b>
Primary Location</b><b>:</b> United States-Massachusetts-Boston - 40 Broad Street</div><div><b>
Job</b><b>:</b> Legal Services</div><div><b>
Agency</b><b>:</b> Department of Developmental Services</div><div><b>
Schedule</b><b>:</b> Full-time</div><div><b>
Shift</b><b>:</b> Day</div><div><b>
Job Posting</b><b>:</b> Dec 2, 2025, 1:01:09 PM</div><div><b>
Number of Openings</b><b>:</b> 1</div><div><b>
Salary</b><b>:</b> 130,046.62 - 201,801.22 Yearly</div><div><b>
If you have Diversity, Affirmative Action or Equal Employment Opportunity questions or need a Reasonable Accommodation, please contact Diversity Officer / ADA Coordinator</b><b>:</b> Christina Hyppolite, Christina.R.Hyppolite@mass.gov - 8572835830</div><div><b>
Bargaining Unit</b><b>:</b> M99-Managers (EXE)</div><div><b>
Confidential</b><b>:</b> No</div><div><b>
Potentially Eligible for a Hybrid Work Schedule</b><b>:</b> Yes</div></div>

General Counsel

State Street

<div><div>Who we are looking for</div><div>
A leader within the Private Credit Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated accounting professionals who are passionate about delivering financial reporting and day-to-day accounting and administrative support to premier real estate fund clients. Join this growing team that is passionate about building innovative solutions to revolutionize how State Street services our customers.</div><div>
As a Senior Associate you will be responsible for the preparation, analysis and reporting of investment and fund performance data for global Private Credit funds and affiliated entities</div><div></div><div>
Why this role is important to us</div><div>
The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to Hedge Funds and Private Market Funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements of institutional investors.</div><div>
Join us if making your mark in the alternative investment industry from day one is a challenge you are up for.</div><div></div><div>
What you will be responsible for</div><ul><li><div>
Maintaining the general ledger for various fund entities</div></li><li><div>
Preparing supporting work papers for financial statements, portfolio schedules and capital account allocations</div></li><li><div>
Analytical review of monthly/quarterly investment and fund performance data</div></li><li><div>
Reviewing and/or preparing of capital calls, distributions and bank reconciliations</div></li><li><div>
Preparing management, annual and incentive fee calculations</div></li><li><div>
Preparing various client correspondences</div></li><li><div>
Calculating waterfalls and capital account allocations</div></li><li><div>
Special projects as requested</div></li></ul><div></div><div>
What we value</div><ul><li><div>
Ensuring compliance with legal documents</div></li><li><div>
Maintaining working relationship with all client contacts, auditors, tax, lawyers and banking personnel</div></li></ul><div></div><div>
Education &amp; Preferred Qualifications</div><ul><li><div>
Fund accounting or Public Accounting experience</div></li><li><div>
Experience leading verbal and written communications at senior levels with internal and external clients</div></li><li><div>
Excellent administrative and organizational skills with demonstrated ability to multi-task and to work efficiently to meet client deliverables.</div></li></ul><div></div><div>
About State Street</div><div></div><div>
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we&rsquo;re making our mark on the financial services industry. For more than two centuries, we&rsquo;ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data &amp; analytics, investment research &amp; trading and investment management to institutional clients.</div><div></div><div>
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You&rsquo;ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.</div><div></div><div>
Inclusion, Diversity and Social Responsibility. We truly believe our employees&rsquo; diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.</div><div>
State Street is an equal opportunity and affirmative action employer.</div><div>
Discover more at StateStreet.com/careers</div><div></div><div>
Salary Range:</div>
$52,000 - $94,120 Annual<div></div><div>
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.</div><div></div><div><i>
Employees are eligible to participate in State Street&rsquo;s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.</i></div><div><i>
For a full overview, visit </i><div><i>https://hrportal.ehr.com/statestreet/Home</i></div><i>.</i></div><div></div><div>
About State Street</div><div></div><div>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</div><div></div><div>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</div><div></div><div>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</div><div></div><div>
Discover more information on jobs at <div>StateStreet.com/careers</div></div><div></div><div>
Read our <div>CEO Statement</div></div><div></div><div>
Job Application Disclosure:</div><div>
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</div></div>

Private Credit Fund Accounting and Administration, Senior Associate

<div><div>Who we are looking for</div><div>
A leader within the Private Credit Fund Services business unit of the State Street Alternative Investment Services Group. We are a team of dedicated accounting professionals who are passionate about delivering financial reporting and day-to-day accounting and administrative support to premier real estate fund clients. Join this growing team that is passionate about building innovative solutions to revolutionize how State Street services our customers.</div><div>
As a Senior Associate you will be responsible for the preparation, analysis and reporting of investment and fund performance data for global Private Credit funds and affiliated entities</div><div></div><div>
Why this role is important to us</div><div>
The team you will be joining is a part of International Fund Services (IFS), acquired by State Street in July 2002. IFS, also known as Alternative Investment Solutions is a recognized industry-leading provider of fund accounting, fund administration and risk services to Hedge Funds and Private Market Funds. These services are fully integrated to provide complete end-to-end solutions that span the front-, middle- and back-office requirements of institutional investors.</div><div>
Join us if making your mark in the alternative investment industry from day one is a challenge you are up for.</div><div></div><div>
What you will be responsible for</div><ul><li>
Maintaining the general ledger for various fund entities</li><li>
Preparing supporting work papers for financial statements, portfolio schedules and capital account allocations</li><li>
Analytical review of monthly/quarterly investment and fund performance data</li><li>
Reviewing and/or preparing of capital calls, distributions and bank reconciliations</li><li>
Preparing management, annual and incentive fee calculations</li><li>
Preparing various client correspondences</li><li>
Calculating waterfalls and capital account allocations</li><li>
Special projects as requested</li></ul><div></div><div>
What we value</div><ul><li>
Ensuring compliance with legal documents</li><li>
Maintaining working relationship with all client contacts, auditors, tax, lawyers and banking personnel</li></ul><div></div><div>
Education &amp; Preferred Qualifications</div><ul><li>
Fund accounting or Public Accounting experience</li><li>
Experience leading verbal and written communications at senior levels with internal and external clients</li><li>
Excellent administrative and organizational skills with demonstrated ability to multi-task and to work efficiently to meet client deliverables.</li></ul><div></div><div>
About State Street</div><div></div><div>
What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we&rsquo;re making our mark on the financial services industry. For more than two centuries, we&rsquo;ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data &amp; analytics, investment research &amp; trading and investment management to institutional clients.</div><div></div><div>
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You&rsquo;ll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.</div><div></div><div>
Inclusion, Diversity and Social Responsibility. We truly believe our employees&rsquo; diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.</div><div>
State Street is an equal opportunity and affirmative action employer.</div><div>
Discover more at StateStreet.com/careers</div><div></div><div>
Salary Range:</div>
$52,000 - $94,120 Annual<div></div><div>
The range quoted above applies to the role in the primary location specified. If the candidate would ultimately work outside of the primary location above, the applicable range could differ.</div><div></div><div><i>
Employees are eligible to participate in State Street&rsquo;s comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life, medical, dental, vision, long-term disability, and other optional additional coverages; paid-time off including vacation, sick leave, short term disability, and family care responsibilities; access to our Employee Assistance Program; incentive compensation including eligibility for annual performance-based awards (excluding certain sales roles subject to sales incentive plans); and, eligibility for certain tax advantaged savings plans.</i></div><div><i>
For a full overview, visit </i><div><i>https://hrportal.ehr.com/statestreet/Home</i></div><i>.</i></div><div></div><div>
About State Street</div><div></div><div>
Across the globe, institutional investors rely on us to help them manage risk, respond to challenges, and drive performance and profitability. We keep our clients at the heart of everything we do, and smart, engaged employees are essential to our continued success.</div><div></div><div>
We are committed to fostering an environment where every employee feels valued and empowered to reach their full potential. As an essential partner in our shared success, you&rsquo;ll benefit from inclusive development opportunities, flexible work-life support, paid volunteer days, and vibrant employee networks that keep you connected to what matters most. Join us in shaping the future.</div><div></div><div>
As an Equal Opportunity Employer, we consider all qualified applicants for all positions without regard to race, creed, color, religion, national origin, ancestry, ethnicity, age, disability, genetic information, sex, sexual orientation, gender identity or expression, citizenship, marital status, domestic partnership or civil union status, familial status, military and veteran status, and other characteristics protected by applicable law.</div><div></div><div>
Discover more information on jobs at <div>StateStreet.com/careers</div></div><div></div><div>
Read our <div>CEO Statement</div></div><div></div><div>
Job Application Disclosure:</div><div>
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.</div></div>

Private Equity, Fund Accounting & Administration, Senior Associate

Bessemer Trust

<div>
 The Associate Client Advisor role is an exciting opportunity to join a collaborative team of dedicated professionals that service Bessemer's ultra-high net worth clients. This individual will be responsible for developing and maintaining client relationships through proactive client communication and actively managing client accounts and the coordinated delivery of services to individuals, families, trusts and foundations.
 <br/>
 <br/>
 <strong>
  Duties
  <br/>
  <br/>
 </strong>
 The Associate Client Advisor will act as a liaison between Client Advisors, Senior Client Advisors, and all other service areas of the organization, including Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Investments, Philanthropic Advisory Services, and Custody. The specific duties include:
 <br/>
 <br/>
 <strong>
  CLIENT SERVICE
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Handle routine communication with clients and their advisors via telephone, email and fax.
  </li>
  <li>
   Document written and verbal communication with clients and their advisors in Salesforce.
  </li>
  <li>
   Prepare charts and materials for client meeting presentations using Excel, Word, PowerPoint and internal applications as needed.
  </li>
  <li>
   Construct customized spreadsheets for clients.
  </li>
  <li>
   Complete financial paperwork from other institutions for clients.
  </li>
  <li>
   File correspondence and other documents in internal databases.
  </li>
  <li>
   Create documentation of client correspondence for tracking purposes.
  </li>
  <li>
   Attend and contribute to client meetings and presentations.
  </li>
  <li>
   Interface with clients when questions arise about investment strategy or capital markets outlook.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  INVESTMENT MANAGEMENT
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Propose and implement investment programs as directed by Client Advisors and Senior Client Advisors using Bessemer applications.
  </li>
  <li>
   Prepare investment guidelines for client accounts in line with clients' goals and risk tolerance.
  </li>
  <li>
   Collaborate with Client Advisors and Senior Client Advisors to proactively monitor asset allocation.
  </li>
  <li>
   Build implication models taking into account spending, taxation, and potential market behavior among other factors.
  </li>
  <li>
   Proactively monitor and take action to correct fixed income maturities and client overdrafts based on knowledge and history of the client account.
  </li>
  <li>
   Initiate orders for rebalancing of accounts.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  ACCOUNT ADMINISTRATION
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Work with Client Administration Team to open accounts and coordinate with outside agents the transfer of assets to Bessemer. Assist in preparation of account opening documentation and account profiles, obtain required approvals, and gather legal documents and tax cost information.
  </li>
  <li>
   Prepare Officers Committee account reports.
  </li>
  <li>
   Perform cash management functions using Workflow and other applications in accordance with established account procedures and applicable fiduciary laws and policies.
  </li>
  <li>
   Process client remittances in conjunction with Client Tax Department.
  </li>
  <li>
   Monitor and assist in covering overdrafts.
  </li>
  <li>
   Supervise and pay client bill payments.
  </li>
  <li>
   Prepare client presentation packages and reporting on client accounts.
  </li>
  <li>
   Coordinate trust reviews with Fiduciary Officers.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  CONTINUING PROFESSIONAL EDUCATION AND DEVELOPMENT
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   In addition to attending all internal training sessions including Basic Trust Administration, the Associate Client Advisor is expected to stay up to date on economic and market trends by: attending corporate communications meetings; conducting independent research; and reviewing relevant legal, tax, financial planning, and trust and estates publications.
  </li>
  <li>
   Attend continuing education courses on trust administration.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Compliance Responsibilities
  <br/>
  <br/>
 </strong>
 Comply with all regulatory requirements including but not limited to:
 <br/>
 <br/>
 <ul>
  <li>
   Assist in the preparation of Annual Relationship Reviews and Trust Administrative Reviews.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelor's degree required.
  </li>
  <li>
   Proven interest in financial markets preferred.
  </li>
  <li>
   One or more years of related business experience preferred (specifically within Wealth Management a plus).
  </li>
  <li>
   Working knowledge of trust administration and fiduciary laws, policies, Regulation-9 and KYC preferred.
  </li>
  <li>
   Analytical &amp; independent problem solving skills.
  </li>
  <li>
   Written and verbal communication skills.
  </li>
  <li>
   Demonstrated leadership and teamwork qualities.
  </li>
  <li>
   Successful candidate must be goal-oriented, detailed oriented and a motivated self-starter.
  </li>
  <li>
   Organizational skills and ability to manage multiple tasks.
  </li>
  <li>
   Proficiency with Microsoft Office.
  </li>
  <li>
   Basic knowledge of trust administration and fiduciary services.
   <br/>
   <br/>
  </li>
 </ul>
 The base salary range for this position is $80,000.00 - $100,000.00. Actual salaries will vary and will be based on various factors, such as skills, experience, and qualification for the role. It is not typical for offers to be made at or near the top of the range.
 <br/>
 <br/>
 In addition, this position may be eligible for a discretionary incentive based on individual and company performance.
 <br/>
 <br/>
 Eligible employees may participate in a 401 (k) program with a company profit sharing contribution, medical, dental, vision, life insurance and disability coverage and paid holidays, vacation, and sick days.
 <br/>
 <br/>
 <strong>
  About Bessemer Trust
  <br/>
  <br/>
 </strong>
 Bessemer Trust is a family office, overseeing more than $200 billion in assets for over 3,100 individuals and families of substantial wealth. Its more than 1,200 employees are singularly focused on private wealth management &mdash; disciplined investment management, sophisticated wealth planning, comprehensive family office services, and highly personalized client service.
 <br/>
 <br/>
 Established in 1907 as the family office for Annie and Henry Phipps, Bessemer Trust is in its seventh generation of ownership by the Phipps family. As a self-made entrepreneur, Henry Phipps was a founding partner and chief financial officer of Carnegie Steel.
 <br/>
 <br/>
 Bessemer Trust retains its original focus as a privately owned and independent wealth manager deeply committed to its mission of providing peace of mind to its clients. Bessemer&rsquo;s adherence to putting clients&rsquo; interests first, fiduciary mindset, and highly collaborative culture are at the heart of everything the firm does.
 <br/>
 <br/>
 <strong>
  Key Facts
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   For 118 years, Bessemer Trust has operated continuously in a single line of business, independently owned by one family.
  </li>
  <li>
   Headquartered in New York&rsquo;s Rockefeller Center, Bessemer Trust has 22 offices in total. Woodbridge, NJ, is one of the firm&rsquo;s largest offices, which hosts a wide range of technology and operations professionals. In addition to its sizable presence in New York and Woodbridge, the firm provides client service through offices in Atlanta, Boston, Chicago, Dallas, Delaware, Denver, Garden City, Grand Cayman, Greenwich, Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco, Seattle, Stuart, and Washington, D.C.
  </li>
  <li>
   To watch a video about Bessemer Trust&rsquo;s history, click here.
  </li>
  <li>
   To learn more about Bessemer Trust, click here.
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  About Our Employee Rewards And Benefits
  <br/>
  <br/>
 </strong>
 We provide exceptional rewards and benefits that are among the best in the industry, giving our people access to a wide range of options, including:
 <br/>
 <br/>
 <ul>
  <li>
   Competitive base salary plus discretionary annual bonus for select positions
  </li>
  <li>
   A 401(k) plan with a generous annual profit-sharing contribution
  </li>
  <li>
   Personalized development and career opportunities, including tuition reimbursement support
  </li>
  <li>
   Comprehensive medical, dental, and vision plans with zero contributions for employee coverage
  </li>
  <li>
   Employee assistance (EAP) and wellness programs
  </li>
  <li>
   Hybrid work environment: 60% in office, 40% remote for most positions
  </li>
  <li>
   Paid time off and paid parental leave
  </li>
  <li>
   Employer-paid life insurance and short- and long-term disability coverage
  </li>
  <li>
   Legal services and financial wellness plans at no cost to employees
   <br/>
   <br/>
  </li>
 </ul>
 <em>
  Bessemer Trust is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. We encourage candidates of diverse backgrounds to apply.
  <br/>
  <br/>
 </em>
 <em>
  Securities licenses will not generally be obtained or maintained unless deemed by Bessemer Trust to be required in order for you to perform the responsibilities of this position.
 </em>
</div>


Associate Client Advisor

Explore 228+ Associate tax executive compensation employment benefits senior in Boston this December. Find roles across top companies and apply now to boost your career.