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MSCPA CEO Blog: Amy's Angle

  • It’s hard to believe that we only have one big conference left before busy season — our Nonprofit Virtual Conference January 21-22.     Thanks to a great slate of speakers and topics, our annual State Tax Virtual Conference this week was a hit. I always love to hear from the Department of Revenue — especially ahead of tax season — and I appreciate the opportunity to hear the perspectives of Karl Frieden, with the Council on State Taxation, and Joe Crosby, with MultiState Associates, Inc., on trends in tax policy at the state and national level. I really enjoyed my conversation with State Sen. Adam Hinds, and I am pretty sure I heard him agree with me that it makes no sense to impose a tax on professional services! Thanks to all who attended and a special thanks to our Learning and Development team for another great event.     We do have a few interesting things happening before you go “heads down” for busy season. We are going to be holding two webinars in the ...

Latest Career Center Jobs

  • Fall River, Massachusetts, Kevin P. Martin & Associates (KPM), a progressive Top 15 Firm with offices in Braintree, Danvers, Fall River and Boston has an opportunity for a Manager for our Private Enterprise Group.  KPM offers a dynamic environment and a team-based approach to client service that provides a unique opportunity for employees to develop professionally while promoting work / life integration. Based out of Fall River, this position has unlimited long term growth potential for a motivated professional.  KPM is a regional leader on a growth trajectory.  We are looking for people to join the KPM Team and help us achieve our long-term goals. We believe in flexibility.  We focus on relationships.  We encourage each individual to follow their own path.  If you want to be in an environment where you can make a difference and make a professional home. Responsibilities & Objectives: Lead and manage the review and compilation engagements of private enterprise clients in accordance with firm and professional standards. Perform detailed reviews of workpapers completed by other associates, communicate proactively with clients and engagement partners regarding project status. Provide training, direction, and supervision to staff and senior associates Ability to work remotely and use relevant technology Research and communicate with client and firm personnel regarding complex accounting and financial presentation matters Actively participate in firm sponsored events for industry-specific and/or regional clients and prospects. Requirements: Strong interpersonal skills. Must be comfortable interacting directly with clients and prospective clients in business development efforts.  Ability to manage client base and service delivery filing requirements; Ability to work remotely and use relevant technology; Strong written and verbal communication skills; Attention to detail and ability to prioritize under tight deadlines; Manage, develop, train and mentor staff including performance reviews; Desire to develop a career; Qualifications A Bachelor's or master’s degree in accounting is required. A CPA certification is desired; At least five years of job-of public accounting experience with a concentration in audits, reviews and/or compilations. Additional Job Details Must be able to travel to meetings, training, and attend events in the New England area. Benefits: Health insurance, Dental insurance, Vision insurance, Retirement plan, Paid time off, Flexible schedule, Parental leave, Professional development assistance, Tuition   Resumes can be emailed to: Attn: Colin J. Jackson email: cjackson @kpm-us.com
  • Randolph, Massachusetts, POSITION SUMMARY Our greatest asset is our employees, and we set out to hire and retain the best people. We pride ourselves on the investments we make in their future through training and career development. We also understand that to attract and retain top talent, it’s imperative to foster a culture that reflects the very best. Emerson Swan’s core values—integrity, innovation, quality, and service—are paramount to how we conduct business every single day. We are currently seeking a Controller to join our team and serve as a critical operational and strategic oversight resource. Reporting to the CFO, the Controller will directly interface with Emerson Swan senior leadership and oversee finance, payroll, and human resources across the Company. RESPONSIBILITIES & DUTIES Participate in the development and support of the Company’s strategic plans Provide oversight of company financials and monitor the Company’s overall financial performance Manage accounting operations, ensuring accounting procedures and reported results conform to Company standards Manage payroll operations and administration Manage human resources, including benefits administration, insurance and coverage, policy and procedure maintenance, contract negation, and management of personnel records Oversee the Company’s enterprise resource planning (ERP) solution, JD Edwards (Oracle, JDE) Compile and analyze monthly financial reporting packages Prepare monthly and annual operating budgets Develop and manage financial controls in accordance with Company procedures Provide leadership in strengthening internal communications with staff to promote a positive and supportive work environment Provide oversight of the current financial team and maximize output of each individual team member Mentor and develop skillsets of individual financial team members to align with personal and organizational goals Lead ad hoc finance projects on an as-needed basis QUALIFICATIONS & SKILLS This is an extraordinary opportunity for a mature leader with relevant accounting, finance, and industry experience. Successful candidates will exhibit the following qualifications, qualities, and core competencies:   Bachelor’s degree in accounting or finance 7+ years of relevant accounting experience Certified Public Accounting (CPA) designation Experience working with and overseeing ERP systems and processes; experience with Oracle products, specifically JD Edwards (JDE), highly preferred Proficiency with Microsoft Office products (Word, Excel, PowerPoint) Excellent analytical and problem-solving skills, with a high attention to detail Self-motivated and self-directed approach; ability to think critically Strong communication and presentation skills (written and oral) Ability to work closely with senior management; ability to serve as a strategic leader across projects and responsibilities Proven experience building, mentoring, and managing high-performing teams Flexible mindset; ability and willingness to tackle new projects, responsibilities, and opportunities as they present themselves Strong collaborative skills; ability to work both independently and with a team Solution-oriented approach, prioritizing customer service, satisfaction, and core company values Experience with comprehensive project and program accounting preferred Experience working with distributors or comparable environment preferred
  • Lenox, Massachusetts, Tax Planner / Associate Financial Advisor Apella Capital (Apella) is an established and fast-growing wealth management firm (RIA) that is expanding to new markets and looking for an experienced tax and financial professional who has a passion for helping clients through planning.  Our Lenox office, located in Western Massachusetts is looking for a tax planner to step in to a mature wealth management office to support their sophisticated and tax focused planning and investment strategies. Apella is headquartered in CT with offices across the country including MA, RI, NY, TN, TX, CA and WA.  As Apella continues to grow it offers clients, employees and advisors a unique experience by taking a team approach to offering the highest quality of service.  Apella believes every client deserves advice with integrity; a disciplined investment philosophy focused on the things we can control like costs, taxes, and risk.  We get to know our clients very well and use that knowledge to create customized financial, investment and tax plans, and manage their investments.     Your Role: Work with the office’s senior financial advisors, existing Lenox office clients and assisting to onboard new clients; support client relationships delivering an exceptional experience through detailed investment plans, tax plans and financial advice that supports clients’ investment objectives   Leverage internal and external resources to achieve client objectives through financial, investment and tax planning, but also in such areas as estate planning and risk management   Assist in account monitoring, identifying actions necessitated by client tax plans, tax loss harvesting opportunities and work with the Office’s Senior Investment Advisor and Apella’s Trading Department to analyze and implement trading recommendations at various custodians.   Work in a local team environment collaborating with the home office to ensure client retention and high satisfaction with a relentless focus on remarkable service   Maintain a strong understanding of tax laws and updates, research complex tax issues and maintain an understanding of current market conditions as they relate to clients’ investments Communicate our unique value proposition to prospective clients and work to establish Apella Capital as their trusted financial advisor  Develop and expand relationships within the community     What Will Set You Apart: Bachelor’s or advanced degree in accounting, finance or other relevant field Certified Public Accountant (CPA) license in good standing Certified Financial Planner (CFP) or Personal Financial Specialist (PFS) a plus Minimum 3 years of experience in a tax planning and/or tax preparation setting Knowledge of Federal and State individual tax return preparation, return review and related analytics An interest in the impact of taxation on investment returns Trust and estate tax experience and return preparation Familiarity with financial and net worth statements Familiarity with tax planning and portfolio management software Outstanding communication skills     Apella Capital offers comprehensive benefits including medical, dental, vision, life insurance, short and long term disability, FSA, DCA, 401k, voluntary life and paid time off.



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