Tax Associate, Family Office & Partner Services

RA Capital Management, LLC•Boston, MA

1d•$80,000 - $140,000•Hybrid

About The Position

RA Capital's Family Office and Partner Services team is seeking a Tax Associate to support the financial operations and accounting functions for the firm's Founders, Partners, and Executive Officers. This hands-on role is responsible for executing day-to-day accounting activities, maintaining accurate financial records, and supporting the team's high-touch client relationships. The Tax Associate will manage accounts payable and receivable, perform monthly reconciliations, support financial reporting processes, and serve as a key user of the Eton Solutions platform. This position requires strong technical accounting skills, systems proficiency, and a willingness to roll up your sleeves across various accounting functions. The ideal candidate is a detail-oriented professional who thrives in a fast-paced environment, takes initiative to improve processes, and can adapt quickly to new systems and structures.

Requirements

CPA certification preferred and/or expertise with financial statement preparation and general ledger accounting
Bachelor's degree in Accounting or Finance required; Master's degree preferred
7-10 years of progressive accounting experience, preferably within wealth management, an RIA, a family office, or public accounting
Strong working knowledge of GAAP and financial reporting standards
Experience coordinating audits and working with external accounting firms
Familiarity with multi-custodian environments and alternative investment accounting
Excellent written and verbal communication skills with ability to explain complex financial concepts clearly
Proven ability to manage multiple priorities and meet strict deadlines
Highly detail-oriented with strong analytical and problem-solving capabilities
Technologically fluent, with proficiency in:
Microsoft Office (Excel, Word, PowerPoint) – advanced Excel skills required
General ledger and financial reporting systems
Must be based in Greater Boston area (no relocation provided)
Must be willing to work a hybrid schedule out of our Boston office
Must be authorized to work in the US without sponsorship

Nice To Haves

Experience with Eton Solutions preferred
Familiarity with data analytics tools (e.g., Tableau, Power BI) a plus

Responsibilities

Manage weekly invoice review and bill pay processing for multiple entities
Process vendor payments and other cash disbursements with appropriate approvals
Input invoice and vendor data into Eton Solutions platform
Monitor and reconcile credit card transactions
Forecast cash needs to support ongoing bill pay processes
Maintain vendor relationships and resolve payment inquiries
Oversee general ledger accounting and maintain the chart of accounts for family office operations
Manage and reconcile complex entity structures including partnerships, LLCs, trusts, and foundations
Run financial reports for clients and internal team members as needed
Lead monthly, quarterly, and annual close processes with accuracy and timeliness
Prepare consolidated financial statements and variance analysis
Ensure compliance with GAAP and relevant accounting standards
Develop and maintain comprehensive accounting policies and procedures
Serve as primary administrator for Eton Solutions platform, ensuring data accuracy and optimal system utilization
Reconcile portfolio holdings and transactions across multiple custodians (Fidelity, Morgan Stanley, JP Morgan, Bank of America, Raymond James, Pictet)
Maintain integration between Eton Solutions and Custodians
Implement controls to ensure data integrity across all financial systems
Generate customized financial reports for internal and client use
Coordinate annual audits and prepare supporting documentation and schedules
Serve as primary liaison with external audit firms
Coordinate and manage relationships with external auditors and tax professionals
Collaborate with tax advisors to provide necessary financial data for tax return preparation
Support IRS compliance reporting, including Forms 1099, K-1s, and other required filings
Assist with tax planning initiatives and estimate calculations
Oversee reconciliation of client investment accounts and alternative investments
Support investment administration activities, including capital calls and distributions
Coordinate with operations team on asset transfers and transaction processing
Provide financial insights to support client planning initiatives
Design and maintain internal control framework for family office operations
Conduct periodic control assessments and implement improvements
Ensure compliance with regulatory requirements and internal policies
Document processes and maintain comprehensive procedure manuals
Support corporate transparency and reporting requirements
Provide guidance and oversight to accounting and operations team members
Collaborate with wealth advisors on client financial planning and reporting needs
Partner with team on investment performance measurements and attributions
Respond to ad hoc requests from senior leadership with professionalism and efficiency
Contribute to strategic initiatives to enhance the client experience and operational efficiency