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    RE: IRA Rollover

    Posted in: Open Forum

    should have done a trustee to trustee transfer rather than rollover and not receive checks ------------------------------ Peter petrella CPA McCracken Cooper & Petrella PC Medford MA ------------------------------

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    RE: IRA Rollover

    Posted in: Open Forum

    You may do unlimited IRA to IRA direct rollovers. The one per 365 day rule is only if you take a check and then deposit it into another IRA. That is the transaction that is limited to one per year. Sent from my iPhone

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    Thank you Jim. This is very helpful and I will refer to the publication to make sure I am up to date and it is in reference to Biodiesel​ ------------------------------ Todd Solar CPA Solar & Kilcoyne, PC Leominster MA 978-537-2929 ----------------- ...

MSCPA CEO Blog: Amy's Angle

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    CPE PLUS

    A new membership year is here! I hope that you’ll take this time to reinvest in you by renewing your membership with us. Your dues notice was emailed to you, but you can renew right now by clicking here .  New this year, as a perk of your 2021/2022 membership, you will get up to 20 hours of FREE learning through CPE PLUS ! This brand-new program gives new and renewing members access to a select group of free webinars, just for being a member. The webinars are spread throughout our membership year (May 1, 2021 – April 30, 2022), so the earlier you renew, the more credits you can earn on us! You can learn more about CPE PLUS here and make sure to check back often as new webinars are added.  We always hear from members that the peer networking and industry insight they gain in our 20+ committees and roundtables is what they value the most. These are exclusive benefits of your membership – and great ways to gain leadership experience – so make sure to take advantage ...

Latest Career Center Jobs

  • Boston, Massachusetts, Overview & Benefits Students are at the core of Bottom Line. Every day, we are energized by their drive, potential, and passion. We know that the success of our students will create a ripple effect in our communities.   Bottom Line is bridging the divide of educational inequity by providing a trusted advisor and the social capital necessary for our students to earn their bachelor’s degree, build financial stability, and successfully launch thriving careers. We primarily focus on students of color who will be in the first generation of their family to earn a college degree, are from low-income backgrounds, and are academically prepared for college.     For more than two decades, Bottom Line has been fighting for educational equity by ensuring that the right to a quality college education is accessible to those whose potential and drive exceed their opportunity. For first-generation degree-aspiring students from low-income backgrounds who face systemic barriers, Bottom Line’s advisors are a relentless ally who partner with them to find the right college, persist to a degree, and successfully launch a career.   As one of the first college support organizations to focus on college completion, Bottom Line now produces best-in-class college graduation rates that reduce the significant gap between first-generation students from low-income backgrounds and their wealthier peers. We operate regional programs in Massachusetts, New York City, and Chicago that collectively serve over 7,000   students.   When you?join Bottom Line, you will find an organization that lives into its core values. We are committed to building strong, impactful relationships with our students, co-workers, schools, community partners, donors, and other supporters. We are engaging, responsive, caring, direct, honest, solutions-oriented, and we always follow through on our promises. We act with empathy and extend grace to ourselves and each other. We pursue ambitious goals, hold ourselves to high standards, make data-informed decisions, and orient to long-term success for our students and our organization.?We operate with curiosity, evolve thoughtfully, take informed risks, and learn from successes, setbacks, and each other. Experts in our field, we are driven by our mission and motivated by the impact we’re achieving.     At Bottom Line, we have a strong commitment to Diversity, Equity, and Inclusion . We aim to attract diverse candidate pools who hold these same values, and are ready to help us along our journey toward greater equity and inclusion.    For more information about who we are, please review our Core Values and Careers Page .    Reporting to the Senior Accountant, the Staff Accountant ensures accurate and timely entry of account payable and receivable transactions; supports timely closing of the monthly, quarterly, mid-year, and year-end financials including journal entries; and assists with the annual audit. You strive for educational equity, opening doors for the many whose potential and drive exceed their opportunity. You enjoy working in an inclusive workplace where bias is examined and respectfully challenged so each community members can bring their most authentic selves each day. You have gained 2 – 3 years of accounting experience, are familiar with accounting principles and procedures, and are willing to identify and suggest system improvements. You are proficient with computer software including the Microsoft Office Suite, and display a willingness to learn new systems and continually improve your skillset. You are adaptable, independent, organized, and able to effectively prioritize and balance your workload and incoming requests. You bring strong interpersonal and communications skills with the ability to effectively engage with both internal and external stakeholders. You bring an innovative and learning-oriented mindset to develop new ways to optimize work and performance. A full list of benefits can be found here. Responsibilities Primary Responsibilities:   Financial Operations (95%): Support the Senior Accountant with the day-to-day, monthly, and year-end operations of the Finance Team. Perform the processing and recording of accounts payable transactions and ensure that invoices are paid accurately timely, and in accordance with the financial policies and procedures Perform the processing of employee expense accounts in Certify ensuring that all receipts are attached before approving and processing the transaction Enter all paid donations in Intacct, completing deposits within expected timeline Working with HR Team, lead and manage the bi-weekly payroll process Assist in general accounts analysis and reconciliations, including bank statements and other accounts as assigned Perform the processing of functional and benefits expense allocations, and monthly journal entries as assigned Assist in the preparation of financial reports such as financial statements, budget performance, and interim grant financial reporting Participate in preparing documents for the preliminary and final annual audit Maintain and enforce internal controls to ensure compliance with Generally Accepted Accounting Principles (GAAP)   Secondary Responsibilities:   Organizational Support (5%) Contribute to the overall goals of the Operations team by working collaboratively with colleagues within HR, Finance, and Operations Advance Bottom Line’s mission and brand   Maintain a “students first” perspective, actively building connections with colleagues across functions to build understanding of each other’s work, and more importantly, serve as the best possible advocate for our students and mission  Work collaboratively with others on the National Team and with regional teams on shared projects, committees, and other opportunities  Duties, responsibilities and activities may change at any time with or without advanced notice.   Qualifications In addition to the above, you: Earned a bachelor's degree in a relevant field Demonstrate a commitment to Bottom Line’s Mission, Vision, and Core Values Demonstrate proficiency and/or growth potential in Bottom Line's seven core competencies: Relationships, Results, Communication, Inclusiveness, Talent Development, Agility, and Planning Are authorized to work in the US Competencies : All employees are expected to demonstrate continued growth within our seven core competencies. Relationships : Identifies opportunities and takes action to build and maintain meaningful and collaborative connections with various stakeholders Results : Produces quality outcomes; compiles and analyzes data to drive future plans; uses creative solutions Communication : Effectively articulates information in a clear, concise, and timely manner to a wide range of stakeholders Inclusiveness : Helps to create an environment that respects and values the identities and cultures of all colleagues and students we serve Talent Development : Effectively assesses one’s own, and others’, strengths and areas for improvement Agility : Demonstrates adaptability and openness to shifting priorities, needs of stakeholders, and organizational changes Planning : Effectively and efficiently uses resources (time, materials, technology) in order to create, meet, and assess goals
  • Marlborough, Massachusetts, Job Title:             Senior Accountant Department:       Administration and Operations Reports To:         Head of Operations FLSA Status:       Exempt POSITION OVERVIEW   The New England Innovation Academy is seeking a Senior Accountant to support the oversight and management of the day-to-day financial activities and responsibilities of the school.  Must have a start-up mentality and open to change.  The Senior Accountant will help to create processes and procedures consistent with NEIA’s mission and culture and will be responsible for financial strategic planning, analysis reporting and forecasting, the implementation of finance systems, and the management of all accounting operations.  Additionally, the position performs accounting functions in the areas of account balancing, ledger reconciliation, discrepancy resolution and prepares and maintains financial records to track the school’s assets, liabilities, expenses, profit and loss, tax liabilities, and other related activities.  The ideal candidate will have 5-10 years of finance and accounting experience with increasing levels of responsibility that includes experience overseeing accounting functions.  Must be detail oriented, organized, take initiative, follow-through, and possess the ability to work independently.   We invite you to learn more about NEIA by visiting the school’s website at https://neiacademy.org .  Essential Duties and Responsibilities include, but are not limited to, the following: Plans, directs, and coordinates all general accounting and day-to-day finance operations for the school. Prepares monthly balance sheets, income statements, and profit and loss statements. Publishes timely monthly financial statements and closes month-end. Maintains the general ledger. Maintains knowledge and ensures compliance with GAAP standards. Manages the purchasing and invoicing system.  Verifies, codes, and completes payment of invoices associated with accounts payable and ensures expenditures are allocated to the appropriate accounts.   Communicates with staff and vendors regarding payment inquiries in a timely manner to resolve related issues/disputes.   Reconciles bank accounts, verifies deposits, and addresses inquiries from the bank. Manages accounts receivable collections.   Oversees regulatory reporting, frequently including tax planning and compliance. Prepares tax payments and filings and ensures compliance with local, state, and federal government agencies. Evaluates and establishes internal controls and guidelines for accounting transactions and budget preparation.   Ensures the integrity of accounting information by recording, verifying, consolidating, and entering transactions. Prepares and records asset, liability, revenue, and expenses entries by compiling and analyzing account information. Maintains and balances subsidiary accounts by verifying, allocating, posting, and reconciling transactions and resolving discrepancies. Assists Head of Operations with the development of school accounting practices and procedures, and offers recommendations for improvement and implementing new processes. Recommends financial strategies, objectives, and policies to management. Works with the Head of Operations in developing and monitoring business performance metrics and advises on cost containment strategies. Coordinates with outside auditors and provides needed information for the external audits.     Manages the budget preparation process together with the Head of Operations. Monitors and analyzes monthly operating results against budget and recommends changes to improve company systems and the operating performance of individual departments. Maintains confidentiality.   Coordinates with software vendors to maintain accounting software systems. Embodies NEIA’s principles of empathy, equity, personalization, authentic work, and collaboration in all work activities and actions. Engages in ongoing professional learning and development per the school’s professional growth framework. Performs other duties and responsibilities as assigned and required by the position and the school. Supervisory Responsibilities The Senior Accountant does not supervise any other employees at NEIA. Education and/or Experience Bachelor’s degree in accounting or finance required. 5-10 years of related accounting and/or finance experience required.  Working knowledge of Google Drive, MS Word, and Excel required. Experience working with Quickbooks and Blackbaud NXT software preferred. Experience working in an educational setting is a plus.   CPA a plus. Qualifications     Ability to work with professionalism, independent discretion, sound judgment, equity, honesty, and personal accountability at all times.   Proficient knowledge of cost accounting and Generally Accepted Accounting Principles and practices. Proficient with financial reporting requirements. Self-starter.     Ability to analyze information and processes in an effort to improve and/or redesign business efficiencies. Detail oriented with a strategic mindset. Excellent communicator with strong analytical, problem solving and leadership skills. Exceptional organization skills and attention to detail.   Ability to manage the time of self and others and meet appropriate deadlines efficiently and effectively.   Ability to forecast, create budgets and manage risks. Additional Information Full-time exempt position with a comprehensive benefits package that includes: Health Insurance (employer/employee share the cost) Dental and Vision Insurance (employer pays 100% of the cost) Employer-paid Life Insurance Voluntary Disability Plans (employee-paid) 401K Plan Generous PTO package that includes 10 paid holidays and additional time-off between Christmas Day and New Year’s Day. Remote work to start. Email cover letter and resume to careers@neiacademy.org NEIA is committed to a policy of non-discrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religion, sex, pregnancy or pregnancy-related condition, sexual orientation, gender identity and expression, national origin, ancestry, age, physical or mental disability, genetic information, veteran status, military service, application for military service, or any other status protected by applicable law.  NEIA will make reasonable accommodations for qualified individuals with known disabilities or pregnancy-related conditions, in accordance with applicable law. 
  • Boston, Massachusetts, Associate Director of Student Account Services - International Billing About Northeastern: Founded in 1898, Northeastern is a global research university and the recognized leader in experience-driven lifelong learning. Our world-renowned experiential approach empowers our students, faculty, alumni, and partners to create impact far beyond the confines of discipline, degree, and campus. Our locationsin Boston; Charlotte, North Carolina; London; Portland, Maine; San Francisco; Seattle; Silicon Valley; Toronto; Vancouver; and the Massachusetts communities of Burlington and Nahantare nodes in our growing global university system. Through this network, we expand opportunities for flexible, student-centered learning and collaborative, solutions-focused research. Northeastern's comprehensive array of undergraduate and graduate programs in a variety of on-campus and online formatslead to degrees through the doctorate in nine colleges and schools. Among these, we offer more than 195 multi-discipline majors and degrees designed to prepare students for purposeful lives and careers. About the Opportunity: Reporting to the Senior Director of Student Financial Services the Associate Director of Student Accounts - International Billing will be responsible for the oversight and management of the Financial Force multicurrency billing and receivable system as well as all related interfaces. The Associate Director will be the lead on developing, maintaining, and coordinating of all fee assessment rules, detail codes, payment plans and bill processing for all University academic programs at all Northeastern international campuses. Coordinating with all necessary university partners, entities and systems, the Associate Director will have oversight of posting all credits, debits, anticipated financial aid, loan disbursements in the Financial Force system and all other transactions that pertain to all revenue for the international campuses. Responsibilities: The Associate Director will be responsible for the oversight, regulatory compliance and production of any required tax forms or the like in all countries they are required to be produced for students. This position will ensure all reporting is completed in an accurate manner consistent with all policies and regulatory requirements of the governing country. The Associate Director will develop and maintain a collections process for each international campus, including researching and developing policies and procedures in adherence with all country regulations. The Associate Director will be responsible for the oversight of staff training, system implementations and enhancements as well as adherence to all federal, state, international and institutional policies, procedures, and regulations. He/she will oversee the creation and delivery of all financial reporting (daily, weekly, monthly, ad hoc) The Associate Director will oversee all systems related to multicurrency billing and receivables for NU international campuses He/she will work with all university partners to create functional workflow, accountabilities, policies, and procedures as related. Qualifications: A minimum of 5+ years in Student Accounts and Banner Student A/R experience Bachelor's degree required; Master's degree preferred Salesforce/Financial Force experience required Strong project management skills and ability to implement and manage multiple projects Knowledge of Student A/R performance metrics Excellent technical skills Ability to thrive in a rapidly changing environment Strong oral/written communications and analytical skills Must be decisive and results oriented Creative thinking skills and solutions-oriented Salary Grade: 12 Additional Information: Northeastern University is an equal opportunity employer, seeking to recruit and support a broadly diverse community of faculty and staff. Northeastern values and celebrates diversity in all its forms and strives to foster an inclusive culture built on respect that affirms inter-group relations and builds cohesion. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, religion, color, national origin, age, sex, sexual orientation, disability status, or any other characteristic protected by applicable law. To learn more about Northeastern University's commitment and support of diversity and inclusion, please see www.northeastern.edu/diversity . To apply, visit https://careers.pageuppeople.com/879/cw/en-us/job/506224 Copyright 2017 Jobelephant.com Inc. All rights reserved. Posted by the FREE value-added recruitment advertising agency jeid-754d3dd18006ed45b326f8c825a0fed3

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