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financial reporting manager

corporate tax manager

Grant Thornton

<div><div><p>Grant Thornton is seeking a Corporate Tax Manager to join our team in Boston, MA or Hartford, CT.
</p><p>As the Corporate Tax Manager, you&rsquo;ll be a member of our corporate tax practice and work on business income tax planning, corporate compliance, and ASC 740 income tax accounting (either tax provision preparation or audit support) projects. The Corporate Tax Solutions Family generally has the primary tax relationship with the client, and you will help with the engagement management for multiple clients for your service line &ndash; all with the resources, environment, and support to help you excel. You&rsquo;ll collaborate with other team members and specialists in our tax practice, including our Washington National Tax Office (WNTO), to support all areas of the client&rsquo;s tax functions, because together is how we succeed.
</p></div><div><div><p>From day one, you&rsquo;ll be empowered by our tools, technology, training, and support from other team members to take responsibility to produce quality work and help you achieve more, confidently.
</p></div><div><p><b>Your day-to-day may include:
</b></p></div><div><ul><li>Running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget
</li><li>Supervising, training, and mentoring senior associates, associates and interns on tax projects and assessing performance of staff for engagement reviews; performing in-charge role as needed.
</li><li>Identifying and capitalizing on opportunities to sell services to existing and potential clients
</li><li>Reviewing tax returns prepared by staff and making recommendations on return preparation regarding accuracy and tax savings opportunities
</li><li>Conducting primary review of ASC 740 income tax provision engagements
</li><li>Researching and consulting on various tax matters; Utilizing Tax-related software to prepare and process returns.
</li><li>Responding to inquiries from the IRS, State, and other tax authorities
</li><li>Maintaining a good working relationship with clients and working effectively with client management and staff at all levels to gather information and perform tax services
</li><li>Gaining an understanding of client operations, processes, and business objectives, and utilizing that knowledge on engagements
</li><li>Attending professional development and training sessions on a regular basis
</li><li>Adhering to the highest degree of professional standards and strict client confidentiality
</li><li>Other duties as assigned
</li></ul></div></div><div><div><p><b>You have the following technical skills and qualifications:
</b></p></div><div><ul><li>Bachelor's degree in Accounting
</li><li>Minimum four to seven years of progressive tax compliance and/or tax consulting experience
</li><li>CPA or JD/active law license required
</li><li>Experience in public accounting is preferred
</li><li>Experience in corporate income tax and strong ASC 740 Accounting for Income Taxes skills
</li><li>Excellent analytical, technical, and tax accounting/technology skills with proficiency in US GAAP and corporate income tax laws and regulations
</li><li>Strong working knowledge of broad-based statutory income tax compliance and consulting including state and local income taxes, taxation of international activity, and transfer pricing
</li><li>Exceptional client service, communication, interpersonal, and presentation skills
</li><li>Experience in OneSource Tax Provision preferred
</li><li>Strong teamwork, analytical skills, and attention to detail
</li><li>Can travel as needed
 </li>The base salary range for this position in Massachusetts only is between $121,000 and $181,400.<br>
<li>
</li></ul><p></p><p>#LI-RR1, #LI-POST</p></div></div></div>

Corporate Tax Manager

<div><p><b>Job Summary:
</b></p><p>The Core Tax Services (&ldquo;CTS&rdquo;) Senior Manager &ndash; ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. In this role, the Core Tax Services Senior Manager is charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the tax policy. In addition, the Core Tax Services Senior Manager will be involved in the marketing, networking and business development within an area of expertise and specialization and may be asked to provide written tax advice to clients.
</p><p><b>Job Duties:
</b></p><ul><li>Tax Compliance
<ul><li>Ensures both that (a) clients comply with all applicable authorities, while at the same time minimizing their tax and reporting burdens, and (b) self and client service teams comply with all Firm policies, standards, and the BDO Tax Quality Manual (&ldquo;TQM&rdquo;)
<ul><li>Conducts top level review of T/R and resolves all tax issues with client; involves specialists where appropriate
</li><li>Communicates with client and Assurance any issues identified in tax accrual reviews
</li><li>Plans and reviews the tax process and the procedures to be performed to include:
<ul><li>Budgeting and staffing
</li><li>Monitoring engagement process and actual time incurred vs. budget with assistance of Senior
</li><li>Timely billing including management of identified out-of-scope activity and communication to client
</li><li>Timely collection of A/R
</li></ul></li><li>Manages client relationships/expectations in accordance with the project
</li><li>Provides advice to clients in a timely manner
</li></ul></li></ul></li><li>Research
<ul><li>Identifies when research is needed; clearly and concisely frames issues to be researched; and clearly and concisely reports the analysis
<ul><li>Identifies complex issues to be researched by engagement team and provides research methodology for efficient research processes
</li><li>Trains managers/staff on research skills and helps to appropriately frame ASC 740 tax issues for analysis
</li><li>Involves firm specialists, as appropriate
</li></ul></li></ul></li><li>ASC 740 (fka FAS 109 and FIN 48) Tax Accruals
<ul><li>Correctly and proactively applies Firm policies, standards, and the BDO Tax Quality Manual (TQM) regarding ASC 740
<ul><li>Applies, correctly and proactively, ASC 740, and Firm policies, standards, and BDO TQM
</li><li>Clearly and concisely explains and discusses components of the income tax provision and uncertain tax positions to the client as well as other complexities surrounding ASC 740
</li><li>Communicates with Assurance team to timely plan tax accrual reviews, including budget, scope and delivery dates
</li><li>Reviews tax provisions- applies in depth knowledge of ASC 740
</li><li>Reviews prepared workpapers
</li><li>Utilizes and manages Specialized Tax Services (&ldquo;STS&rdquo;), as needed
</li></ul></li></ul></li><li>Tax Consulting
<ul><li>Assists with developing, recommending, and implementing efficient and effective methods to maximize client benefits, especially by decreasing clients&rsquo; current and future taxes
<ul><li>Considers the applicability of CTS and STS consulting specialties for each client
</li><li>Develops and implements a work plan to include/organize the STS assistance on ongoing projects from client
</li><li>Serves as a technical resource
</li><li>Ensures client service teams comply with Firm policy; regarding Written Tax Advice (&ldquo;WTA&rdquo;),
</li><li>Provides effective assistance with exam support
</li><li>Frames projects and issues for effective delegation to seniors and associates
</li></ul></li></ul></li><li>Tax Specialization
<ul><li>Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&amp;D tax benefits
<ul><li>May be required to organize and conduct effective internal CPE training sessions in area of specialization, involving Firm specialists
</li><li>May train and mentor managers/ seniors/associates on ASC 740
</li></ul></li></ul></li><li>Strategy Development
<ul><li>Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits
<ul><li>Consistently makes suggestions as to how previous work products or approaches can be improved
</li><li>May lead marketing campaigns, if applicable to role
</li><li>Presents complex strategies to clients and prospective clients
</li><li>Collaborates with the Firm&rsquo;s National Tax and Specialized Tax Services to deliver high-quality deliverables and/or analyses on ASC 740
</li></ul></li></ul></li><li>Other duties as required
</li></ul><p><b>Supervisory Responsibilities:
</b></p><ul><li>Supervises associates and senior associates on all projects
</li><li>Reviews work prepared by associates and senior associates and provide review comments
</li><li>Trains Associates and Seniors how to use all current software tools
</li><li>Acts as a Career Advisor to associates and senior associates
</li><li>Schedules and manages workload of associates and senior associates
</li>Provides verbal and written performance feedback to associates and senior associates<br>
<li>
</li></ul><p></p><p><b>Qualifications, Knowledge, Skills and Abilities:
</b></p><p><b>Education </b>:
</p><ul><li>Bachelors degree in Accounting or Taxation, required
</li><li>Masters degree in Accounting or Taxation, preferred
</li></ul><p><b>Experience </b>:
</p><ul><li>Eight (8) or more years of prior experience, required
</li><li>Experience in managing the process of preparing and auditing ASC740 computations for both privately held and/or publicly traded clients, required
</li><li>Prior supervisory experience, required
</li><li>Multinational client experience, preferred
</li></ul><p><b>License/Certifications:
</b></p><ul><li>CPA certification, Attorney (admitted to practice in a U.S. jurisdiction), or Internal Revenue Service Enrolled Agent (&ldquo;EA&rdquo;) (or the equivalent of one of these designations), required
</li></ul><p><b>Software </b>:
</p><ul><li>Experience with Microsoft Office Tools (Excel, PowerPoint, Word, and Outlook), and Adobe Acrobat, preferred
</li><li>Experience with tax research databases such as BNA and RIA Proficient in all tax compliance process software including GoFileRoom, GoSystemRS, Caseware, BNA Depreciation Software, or comparable programs and standard tax workpapers, preferred
</li></ul><p><b>Language </b>:
</p><ul><li>N/A
</li></ul><p><b>Other Knowledge, Skills &amp; Abilities:
</b></p><ul><li>Superior verbal and written communication skills
</li><li>Ability to effectively delegate work as needed
</li><li>Strong analytical, research and critical thinking skills as well as decision-making skills
</li><li>Ability to work well in a team environment
</li><li>Able to develop and manage a team of tax professionals
</li><li>Ability to compose written tax advice
</li><li>Ability to effectively develop and maintain client relationships
</li>Executive presence and ability to act as primary client contact for preparation and presentation of issues and resolutions to clients<br>
<li>
</li></ul><p></p><p>Individual salaries that are offered to a candidate are determined after consideration of numerous factors including but not limited to the candidate&rsquo;s qualifications, experience, skills, and geography.<br>
</p><p><br>
California Range: $146,000 - $200,000
<br>
Colorado Range: $120,000 - $180,000
<br>
Illinois Range: $140,000 - $190,000
<br>
Maryland Range: $150,000 - $180,000
<br>
Massachusetts Range: $150,000 - $206,000
<br>
Minnesota Range: $130,000 - $190,000
<br>
New Jersey Range: $155,000 - $200,000
<br>
NYC/Long Island/Westchester Range: $190,000 - $225,000
<br>
Washington Range: $150,000 - $190,000
<br>
Washington DC Range: $162,000 - $190,000</p></div>
<br><div><p>Join us at BDO, where you will find more than a career, you&rsquo;ll find a place where your work is impactful, and you are valued for your individuality. We offer flexibility and opportunities for advancement. Our culture is centered around making meaningful connections, approaching interactions with curiosity, and being true to yourself, all while making a positive difference in the world.
</p><p>At BDO, our purpose of helping people thrive every day is at the heart of everything we do. Together, we are focused on delivering exceptional and sustainable outcomes and value for our people, our clients, and our communities. BDO is proud to be an ESOP company, reflecting a culture that puts people first, by sharing financially in our growth in value with our U.S. team. BDO professionals provide assurance, tax and advisory services for a diverse range of clients across the U.S. and in over 160 countries through our global organization.
</p><p>BDO is the first large accounting and advisory organization to implement an Employee Stock Ownership Plan (ESOP). A qualified retirement plan, the ESOP offers participants a stake in the firm&rsquo;s success through beneficial ownership and a unique opportunity to enhance their financial well-being. The ESOP stands as a compelling addition to our comprehensive compensation and Total Rewards benefits* offerings. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm&rsquo;s success, with no employee contributions.
</p><p>We are committed to delivering exceptional experiences to middle market leaders by sharing insight-driven perspectives, helping companies take business as usual to better than usual. With industry knowledge and experience, a breadth and depth of resources, and unwavering commitment to quality, we pride ourselves on:
</p><p></p><ul><li>Welcoming diverse perspectives and understanding the experience of our professionals and clients
</li><li>Empowering team members to explore their full potential
</li><li>Our talented team who brings varying skills, knowledge and experience to proactively help our clients navigate an expanding array of complex challenges and opportunities
</li><li>Celebrating ingenuity and innovation to transform our business and help our clients transform theirs
</li><li>Focus on resilience and sustainability to positively impact our people, clients, and communities
</li><li>BDO Total Rewards that encompass so much more than traditional &ldquo;benefits.&rdquo; Click here to find out more!
</li></ul><ul><li>Benefits may be subject to eligibility requirements.
</li></ul><p>Equal Opportunity Employer, including disability/vets
</p><p></p><div><div>Click here to find out more!</div></div></div><div></div>

Tax Senior Manager, ASC740 & Corporate Tax

HARBOR VIEW HOTEL

<div><p><b>About the Position:</b></p><p>
Part-time accounting clerk position who will help with bookkeeping responsibilities for commercial real estate properties in the greater Boston area. Job requires two business days on site per week in Back Bay corporate office.</p><p><b>
Primary Responsibilities:</b></p><p>
Participate in the Accounts Payable function, which includes but is not limited to the following:</p><ul><li> Open incoming mail and emails containing vendor invoices.</li><li> Review and process invoice in proper entity, including general ledger account classification</li><li> Reconcile bulk invoices that need to be allocated to different entities, i.e. Home Depot monthly invoice</li><li> Prepare check runs</li><li> Mail payments to vendors</li><li> File paid invoices with remittance accordingly</li></ul><p></p><p><br>
Participate in the Accounts Receivable function, which includes but is not limited to the following:</p><p></p><ul><li><br>
 Prepare monthly tenant rent invoices and send to tenants</li><li> Prepare tenant billback invoices, including electric and property tax reconciliations, and chargeback items</li><li> Process cash applications for tenant payments received</li></ul><p></p><p><br>
Help with preparing monthly financial statement reconciliations for balance sheet items, including PP&amp;E, prepaids, amortization, and accruals.</p><p></p><p><b><br>
Qualifications Required:</b></p><p>
Prior bookkeeping experience</p><p>
Must be proficient in Windows, Microsoft Office (intermediate excel)</p><p>
Strong integrity and work ethic</p><p>
Excellent oral and written communication skills</p><p>
Excellent organizational and time management skills</p><p></p><p><b><br>
Qualifications Desired:
</b></p><p>Prior experience in real estate bookkeeping</p><p>
</p><p>Prior experience using Microsoft Dynamics</p></div>

Part Time Accounting Clerk

Smartleaf

<div><p><b>Position Overview</b>:</p><p>
This is Smartleaf's primary campaign and demand generation role. The person in this seat owns the programs that generate pipeline: outbound and ABM campaigns, email nurture sequences, event and webinar promotion, and content distribution. They also serve as the day-to-day HubSpot administrator, ensuring the platform is well-configured, workflows are functioning, and contacts are clean and properly segmented.</p><p>
This role is for someone who understands the full buyer journey, can design programs that move prospects through it, and can execute those programs themselves inside HubSpot without heavy support. They will work alongside the writer (who supplies content) and in tight partnership with sales (who shares pipeline accountability).</p><p><b><br>
Company Overview</b>:
<br>
Smartleaf is an automated portfolio management rebalancing SaaS solution that makes it possible for wealth advisors to deliver highly personalized, tax-optimized portfolio management with unprecedented expertise, scale and efficiency.</p><p>
Our RIA subsidiary, Smartleaf Asset Management (SAM), leverages Smartleaf software to provide an outsourced service for the review, rebalancing and trading of personalized and tax-optimized portfolios.</p><p>
Our solution enables wealth advisors&mdash;Registered Investment Advisors (RIAs), bank trusts, and platforms serving them&mdash;to greatly improve the quality of their portfolio management and spend much less time doing it.</p><p>
Our system saves or defers more in taxes than most investors pay in wealth advisory fees. We make working with direct indexes as easy as working with ETFs. We are the first system to support automated tax-optimized portfolio management at the household level. We make multi-year tax-optimized transitions effortless. We enable a firm&rsquo;s entire book to be managed by one FTE. And more.</p><p>
We support an industry-wide shift away from the largely false promise of market-beating returns towards the more valuable and sustainable role of being each investor&rsquo;s &quot;lifetime financial coach.&quot; Our clients are ambitious firms that embrace this vision.</p><p>
Whether clients work with Smartleaf or SAM, they typically engage us to manage their entire book. Smartleaf software is currently used to generate customized, tax-optimized trades for roughly $85B in assets. SAM, launched in 2020, has $4.5B in AUM.</p><p><b><br>
Key Responsibilities:</b></p><p><b>
Campaign &amp; Demand Generation Responsibilities</b></p><ul><li><p>
Design and execute campaigns and ABM targeting Smartleaf&rsquo;s core market of RIAs, wealth managers, and enterprise wealth management firms</p></li><li><p>
Build and manage email nurture sequences in HubSpot across multiple buyer segments and funnel stages, from first touch through sales-ready</p></li><li><p>
Own event and webinar promotion end-to-end: pre-event campaigns, registration workflows, post-event follow-up sequences, and lead capture</p></li><li><p>
Develop and execute content distribution strategy across email, LinkedIn, and owned channels; partner with the writer to align content calendar to pipeline goals</p></li><li><p>
Build and manage a basic SEO content program in collaboration with the writer, identifying keyword opportunities and ensuring content is distributed for organic reach</p></li><li><p>
Run structured A/B tests on messaging, subject lines, CTAs, and audience segments; report results and iterate</p></li><li><p>
Partner tightly with sales on pipeline targets, lead handoff, MQL definitions, and regular pipeline reviews</p></li></ul><p></p><p><b>
Marketing Communication &amp; Lead Generation</b></p><ul><li><p>
Serve as primary HubSpot administrator: manage user access, contact properties, list segmentation, and platform hygiene</p></li><li><p>
Build and maintain HubSpot workflows, enrollment logic, and automation sequences that support campaign programs</p></li><li><p>
Own lead scoring model and lifecycle stage definitions in collaboration with sales</p></li><li><p>
Maintain contact database health: list hygiene, deduplication, opt-out compliance, and CAN-SPAM adherence</p></li><li><p>
Set up campaign tracking infrastructure including UTM parameters and campaign attribution in HubSpot</p></li><li><p>
Produce recurring HubSpot-based campaign performance reports and share with marketing and sales leadership</p></li></ul><p></p><p><b>
Ideal Candidate Profile</b></p><ul><li><p>
3-5 years in B2B marketing with hands-on experience in both campaign/demand gen execution and HubSpot administration. Experience in financial services, specifically wealth management is a plus!</p></li><li><p>
Proven track record building campaigns, ABM, or nurture programs that contributed measurably to pipeline</p></li><li><p>
HubSpot Marketing Hub certification preferred; direct experience building workflows, sequences, and lists required</p></li><li><p>
Experience with event and webinar promotion workflows including pre/post automation</p></li><li><p>
Comfortable working in a lean team &mdash; this role requires both strategic thinking and hands-on execution</p></li><li><p>
Background in fintech, wealth management tech, or B2B SaaS strongly preferred</p></li><li><p>
Sales-aligned mindset: has worked against shared pipeline targets and understands MQL-to-SQL handoff</p></li></ul><p><b><br>
Why Join Smartleaf?</b></p><ul><li><p>
Impact: Shape and scale the marketing strategy of a firm transforming wealth management.</p></li><li><p>
Compensation: $105,000-$135,000 per year + stock options.
</p></li><li><p>
Benefits: Health insurance with $0 deductible; market holidays + 20 days PTO.
</p></li><li><p>
Flexibility: Option for remote work.</p></li></ul><p><b><br>
Interview Process</b></p><ul><li><p>
Initial recruiter screen</p></li><li><p>
Hiring manager interview</p></li><li><p>
A cross-functional team member interview</p></li><li><p>
A short case study presentation with a committee</p></li></ul></div>

Demand Generation Marketing Manager

Ropes & Gray LLP

<div>About Ropes &amp; Gray:
<p>
Ropes &amp; Gray is a preeminent global law firm. The firm has been ranked in the top three on <i>The American Lawyer's</i> prestigious A-List for eight consecutive years and #1 on <i>Law.com's</i> UK A-List twice in the past three years - rankings that honor the &quot;best of the best&quot; law firms.<br>
<br>
The firm has approximately 2,500 lawyers and professionals serving clients in major centers of business, finance, technology, and government in Boston, Chicago, Dublin, Hong Kong, London, Los Angeles, Milan, New York, Paris, San Francisco, Seoul, Shanghai, Silicon Valley, Singapore, Tokyo and Washington, D.C.<br>
<br>
The firm has consistently been recognized for its leading practices in many areas, including asset management, private equity, M&amp;A, finance, real estate, tax, antitrust, life sciences, health care, intellectual property, litigation &amp; enforcement, privacy &amp; cybersecurity, and business restructuring.<br>
<br>
Ropes &amp; Gray is an equal opportunity employer.</p>
Overview:
<div>
The Client Development Specialist (CDS) will be an integral member of the Business Development Team. Working closely with the Director of Client Development (DCD) and the Client Development Manager (CDM), the CDS will be primarily focused on providing support for the firm&rsquo;s client teams and other Business Development initiatives.
</div>Responsibilities:
<ul><li>Provide dedicated support to DCD and CDM for assigned high potential client teams and target teams: coordinating team meeting logistics; conducting and maintaining competitive intelligence on clients, industries and competitors; developing and maintaining all client team tools, including relationship summaries, quarterly client team snapshots and financial relationship analysis, and year in review accomplishments.</li><li>
As appropriate, independently provide strategic account management support for individually assigned client teams.</li><li>
Assist on pitches and proposals, helping to draft related materials, client emails, scheduling pitch team prep and debrief meetings, and tracking follow up.</li><li>
Assist with other client development or business development initiatives and projects as the need arises from inception through delivery.</li></ul>
Qualifications:
<ul><li>An undergraduate degree is required.</li><li>
A minimum of three years&rsquo; experience working in a law firm or corporate environment handling client accounts or teams.</li><li>
Experience within financial services industry handling investor relations.</li><li>
Familiarity with Word, PowerPoint, Excel, and scheduling in Outlook.</li><li>
Excellent oral, written and interpersonal communication skills.</li><li>
Strong project management skills.</li><li>
Excellent attention to detail and proofreading skills.</li><li>
Experience in conducting market research.</li><li>
Must demonstrate the ability to maintain strict confidentiality of the firm&rsquo;s internal and personnel affairs.</li><li>
Ability to interact effectively with all levels of personnel, including firm leadership, management and support staff.</li><li>
Ability to be a proactive self-starter, who understands the details within a much larger context and demonstrates good judgment.</li><li>
Must be flexible in order to respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines and handle multiple, detailed tasks.</li><li>
Ability to effectively manage multiple projects simultaneously.</li><li>
Ability to identify and solve problems, work independently, and take initiative.</li><li>
Must be team-oriented and collaborative.</li><li>
Must be proficient in how to leverage all of the firm&rsquo;s departmental resources, tools, and personnel needed to support the work of the department.</li><li>
Must have the knowledge, background and confidence to think beyond what is asked and challenge (when appropriate) the next steps being proposed.</li><li>
Must exhibit high energy, enthusiasm and positive attitude; articulate and confident.</li><li>
Ability to work effectively in a culturally and educationally diverse environment.</li></ul>
Compensation and Total Rewards Package:
<p>
Ropes &amp; Gray is proud to offer a comprehensive Total Rewards package to our business support team members. The firm also offers comprehensive health and well-being benefits, personal and professional development, career growth opportunities and a collegial and supportive culture. The anticipated pay range for this role is listed below and represents our good faith and reasonable estimate of the starting salary range at the time of posting. In addition, this role is eligible for a discretionary bonus based on performance. The actual offered rate for this position will be determined based on job-related, non-discriminatory factors, including qualifications and experience, geographic location, education, external market data and consideration of internal equity.</p><p></p><p><br>
Boston:77,000 - 117,450</p><p>
New York: 84,000 - 128,100</p><br>
<p></p>
Working Conditions:
<p>
This position requires hybrid on-site presence as an essential function of the role. Consistent and predictable on-site presence is required for ongoing business continuity, professional development and effective collaboration with colleagues and management.</p></div>

Client Development Specialist - Key Accounts

Geode Capital Management

<div><div>Geode is looking for an initiative-taking <b>Senior Accounts Payable Specialist</b> to help drive our business forward. We are seeking a skilled financial specialist to own end-to-end invoice processing, perform vendor billing reconciliation and variance resolution, ensuring payments are valid and made in an accurate, efficient, and timely manner. The Senior Accounts Payable Specialist will have a daily, ongoing impact on financial transactions, interfacing with senior internal stakeholders and external vendors, requiring effective communication and professional judgment.</div>
<div></div><div>This is a hybrid work environment opportunity with a weekly in-office schedule of Tuesdays, Wednesdays, and Thursdays with remote work availability on Mondays and Fridays.</div>
<div><br>
<b>Responsibilities:</b></div>
<ul><li>Own end-to-end AP process including review, validation, approval coordination, and payment tracking</li>
<li>Review vendor invoices against contractual terms, pricing schedules, indexations clauses, and internal tracking models. Obtain approval of charges from Geode personnel when necessary</li>
<li>Confirm accuracy of invoice calculations including sales tax, price increases, usage-based fees, etc.</li>
<li>Partners with vendors and internal stakeholders to resolve billing questions and discrepancies, obtain supporting documentation, and ensure accurate and timely payment</li>
<li>Track status of invoices and payments, resolve any delays in processing or payment, and work with our third-party invoice and payment provider</li>
<li>Ensure compliance with accounts payable best practices (obtaining W-9s, apply judgment to assess Mass sales and use tax applicability, confirmation of payment information for payments made by wire, etc.)</li>
<li>Assist with month-end accounting close process by reviewing monthly AP reports for correct general ledger account coding, proposing reclasses as necessary, and assisting with accruals, as necessary</li>
<li>Identify opportunities to improve AP workflows, controls, and documentation and implement when possible</li>
</ul><div><b>Requirements and skills:</b></div>
<ul><li>5+ years of Accounts Payable experience directly related to the duties and responsibilities specified</li>
<li>Solid understanding of finance, accounting, and bookkeeping principles</li>
<li>Proficient in Microsoft Office and Excel</li>
<li>Must embrace and be able to employ the use of technology in the performance of the job</li>
<li>High degree of accuracy and attention to detail</li>
<li>Strong critical thinking skills and communication skills</li>
<li>Experience with Ariba or other external invoice processing provider preferred</li>
<li>Interest in automation and system enhancements preferred</li>
</ul><div><b>Company Overview:</b></div>
<div>Founded in 2001, Geode is headquartered in Boston&rsquo;s financial district, the center of one of the world&rsquo;s most vibrant finance and technology hubs and employs approximately 200 employees.</div>
<div></div><div>Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1.5 trillion. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.</div>
<div></div><div>Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.</div>
<div></div><div>Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid parental leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, commuter subsidy, charitable donation matching, family care assistance including a backup care benefit, adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.</div>
<div></div><div>Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers.</div></div><div></div>

Senior Accounts Payable Specialist

<div>
 Geode is looking for an initiative-taking
 <strong>
  Senior Accounts Payable Specialist
 </strong>
 to help drive our business forward. We are seeking a skilled financial specialist to own end-to-end invoice processing, perform vendor billing reconciliation and variance resolution, ensuring payments are valid and made in an accurate, efficient, and timely manner. The Senior Accounts Payable Specialist will have a daily, ongoing impact on financial transactions, interfacing with senior internal stakeholders and external vendors, requiring effective communication and professional judgment.
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 This is a hybrid work environment opportunity with a weekly in-office schedule of Tuesdays, Wednesdays, and Thursdays with remote work availability on Mondays and Fridays.
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  Responsibilities:
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   Own end-to-end AP process including review, validation, approval coordination, and payment tracking
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   Review vendor invoices against contractual terms, pricing schedules, indexations clauses, and internal tracking models. Obtain approval of charges from Geode personnel when necessary
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   Confirm accuracy of invoice calculations including sales tax, price increases, usage-based fees, etc.
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   Partners with vendors and internal stakeholders to resolve billing questions and discrepancies, obtain supporting documentation, and ensure accurate and timely payment
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   Track status of invoices and payments, resolve any delays in processing or payment, and work with our third-party invoice and payment provider
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   Ensure compliance with accounts payable best practices (obtaining W-9s, apply judgment to assess Mass sales and use tax applicability, confirmation of payment information for payments made by wire, etc.)
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   Assist with month-end accounting close process by reviewing monthly AP reports for correct general ledger account coding, proposing reclasses as necessary, and assisting with accruals, as necessary
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   Identify opportunities to improve AP workflows, controls, and documentation and implement when possible
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  Requirements and skills:
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   5+ years of Accounts Payable experience directly related to the duties and responsibilities specified
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   Solid understanding of finance, accounting, and bookkeeping principles
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   Proficient in Microsoft Office and Excel
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   Must embrace and be able to employ the use of technology in the performance of the job
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   High degree of accuracy and attention to detail
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   Strong critical thinking skills and communication skills
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   Experience with Ariba or other external invoice processing provider preferred
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   Interest in automation and system enhancements preferred
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  Company Overview:
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 Founded in 2001, Geode is headquartered in Boston&rsquo;s financial district, the center of one of the world&rsquo;s most vibrant finance and technology hubs and employs approximately 200 employees.
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 Geode is an institutional asset manager providing core beta exposures across a range of equity and niche asset classes, with over $1.5 trillion. With a robust infrastructure and experienced investment professionals, Geode offers the scale of a large asset management firm with the benefits of a smaller organization.
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 Our compensation philosophy is designed to attract, motivate, and retain top talent. We are committed to ensuring that compensation reflects the value our employees bring to Geode. Employees at all levels are eligible to receive a combination of base salary, variable compensation, and a comprehensive benefits package. Compensation decisions are informed by a range of factors including role, experience, education, and skillset.
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 Our benefits program is designed to support employees both professionally and personally, offering comprehensive health coverage, 401(k) matching, annual profit sharing, paid parental leave, and generous time off. We also provide tuition and certification reimbursement, student loan support, fitness reimbursement, commuter subsidy, charitable donation matching, family care assistance including a backup care benefit, adoption and surrogacy support. Hybrid work arrangements and a culture that encourages community engagement through volunteer opportunities and employee events further enhance the employee experience at Geode.
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 Geode is proud to be an equal opportunity employer and support a diversified work environment. Learn more about Geode at www.geodecapital.com/careers.
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