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KBW Financial Staffing & Recruiting

Manager - Technical Accounting

KBW Financial Staffing & Recruiting, WorkFromHome

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Ready to shape complex transactions for a leading investment management firm? Join our client's elite Transaction Services team in Boston as an Associate, Transaction Services , where you’ll provide technical accounting, financial reporting, and deal support for private credit and debt transactions. Reporting to the Head of Transaction Services, you’ll thrive in a flexible hybrid role (2 days/week onsite, flexible days), driving innovation in a high-impact environment.
Salary : Up to $175,000 (DOE, with flex potential for exceptional candidates) + 15% bonus and comprehensive benefits.
Location : Flexible hybrid role based in Boston, MA (local Boston-area candidates only, 2 days/week onsite in Back Bay, flexible days).
Note : The company is unable to sponsor candidates at this time.
Why Join Us?

  • High-Impact Role: Support complex transactions across private credit, debt, and diverse asset classes.
  • Flexible Hybrid Work: Enjoy a 2-day/week onsite schedule (flexible days) in vibrant Back Bay.
  • Career Growth: Leverage your Big 4 expertise to drive deal structuring and financial reporting.
  • Competitive Rewards: Earn up to $175,000 (with flex potential), a 15% bonus, and robust benefits.
  • Collaborative Culture: Partner with investment and finance teams in a dynamic, innovative setting.
  • Global Reach: Contribute to a firm managing a diverse portfolio with a focus on growth.
What You’ll Do:
  • Research and document technical accounting for complex transactions, including private credit, debt, and structured financing.
  • Apply GAAP, IFRS, and statutory accounting standards to ensure accurate financial reporting.
  • Prepare accounting policy memos and executive-level presentations for deal conclusions.
  • Support deal structuring by reviewing contracts and providing accounting guidance during due diligence.
  • Conduct consolidation assessments for new and existing legal entities and SPVs.
  • Collaborate with investment professionals, corporate finance, and external auditors to streamline deal execution.
  • Enhance financial reporting processes for accuracy and compliance across asset classes.
  • Build strong partnerships across the organization to support transaction success.
What We’re Looking For:
  • Experience: 8+ years in Big 4 or large national accounting firm (Manager/Senior Manager level) or technical accounting role in private industry; credit/debt industry expertise required.
  • Education: Master’s degree in Accounting, Finance, or Business.
  • Certifications: CPA required.
  • Technical Skills: Deep expertise in GAAP, IFRS, and statutory accounting; experience with complex financial instruments (e.g., derivatives, securitization).
  • Knowledge: Proven track record in private credit and debt transactions; consolidation expertise a plus.
  • Skills: Exceptional communication and interpersonal skills to engage technical and non-technical stakeholders.
  • Mindset: Collaborative, analytical, and thrives in a fast-paced, deal-driven environment.
  • Location: Local to the Boston area for flexible hybrid work (2 days/week onsite).
Ready to Shape Investment Success?
Join an investment management leader where your expertise will drive deal excellence! Submit your resume to Kyle Emery at today. Don’t miss this chance to thrive in a dynamic, high-impact role!
KBW789
Ready to shape complex transactions for a leading investment management firm? Join our elite Transaction Services team in Boston’s Back Bay as an Associate, Transaction Services , where you’ll provide technical accounting, financial reporting, and deal support for private credit and debt transactions. Reporting to the Head of Transaction Services, you’ll thrive in a flexible hybrid role (2 days/week onsite, flexible days), driving innovation in a high-impact environment.
Salary : Up to $175,000 (DOE, with flex potential for exceptional candidates) + 15% bonus and comprehensive benefits.
Location : Flexible hybrid role based in Boston, MA (local Boston-area candidates only, 2 days/week onsite in Back Bay, flexible days).
Note : The company is unable to sponsor candidates at this time.
Why Join Us?
  • High-Impact Role: Support complex transactions across private credit, debt, and diverse asset classes.
  • Flexible Hybrid Work: Enjoy a 2-day/week onsite schedule (flexible days) in vibrant Back Bay.
  • Career Growth: Leverage your Big 4 expertise to drive deal structuring and financial reporting.
  • Competitive Rewards: Earn up to $175,000 (with flex potential), a 15% bonus, and robust benefits.
  • Collaborative Culture: Partner with investment and finance teams in a dynamic, innovative setting.
  • Global Reach: Contribute to a firm managing a diverse portfolio with a focus on growth.
What We’re Looking For:
  • Experience: 8+ years in Big 4 or large national accounting firm (Manager/Senior Manager level) or technical accounting role in private industry; credit/debt industry expertise required.
  • Education: Master’s degree in Accounting, Finance, or Business.
  • Certifications: CPA required.
  • Technical Skills: Deep expertise in GAAP, IFRS, and statutory accounting; experience with complex financial instruments (e.g., derivatives, securitization).
  • Knowledge: Proven track record in private credit and debt transactions; consolidation expertise a plus.
  • Skills: Exceptional communication and interpersonal skills to engage technical and non-technical stakeholders.
  • Mindset: Collaborative, analytical, and thrives in a fast-paced, deal-driven environment.
  • Location: Local to the Boston area for flexible hybrid work (2 days/week onsite).
Ready to Shape Investment Success?
Join an investment management leader where your expertise will drive deal excellence! Submit your resume to Kyle Emery at today. Don’t miss this chance to thrive in a dynamic, high-impact role!
KBW789

Seniority level

  • Seniority level

    Mid-Senior level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Accounting/Auditing and Finance
  • Industries

    Staffing and Recruiting

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