Tax Associate, Family Office & Partner Services

Imagine if you had the skills knowledge and teammates to both understand the root of the worlds most pressing problems and build the technologies and companies best positioned to solve them. RA Capital has done exactly that for more than two decades backing bold ideas in medicines to further human health and now expanding into Planetary Health to improve how efficiently we utilize the worlds precious resources.

RA Capital is among the leading providers of capital and services to the most promising innovators in the world. We invest flexiblyseed to IPO and beyond anywhere in the worldwith $10 B under management and a culture that prizes curiosity rigor and collaborative debate. We are investors who not only fund companies but get elbow deep in building them. From helping them recruit talent to helping them recruit patients for their studies to helping match them to strategic partners and even going to Washington to win reforms RA Capitals large team has people with nearly every relevant expertise one might need to turn an idea into a cure that actually helps people.

If you live for first-principles problem-solving with great colleagues thrive on complexity and want to do meaningful work that ripples across industries and ecosystems youll feel at home at RA Capital. Here questions are welcomed ideas are tested and victories are shared. Even our lawyers are creative and engaging. And dont get us started on our compliance teams wicked sense of humor; nothing about what we do is boring.

Are you ready to bring your creativity discipline and collaborative spirit to help us invent the future Join us and youll collaborate daily with investors founders physicians biologists engineers economists and reform advocates who think in systems and act with urgency.

Join us to invent a happier healthier more productive future - and have fun doing it.

Overview

RA Capitals Family Office and Partner Services team is seeking a Tax Associate to support the financial operations and accounting functions for the firms 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 teams 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.

Key Responsibilities

Accounts Payable & Bill Pay Operations

• 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

Financial Reporting & Accounting Operations

• 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

Systems Management & Data Integrity

• 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

Audit & Tax Coordination

• 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

Client Account Management

• 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

Internal Controls & Compliance

• 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

Team Leadership & Cross-Functional Collaboration

• 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

Qualifications

• CPA certification preferred and/or expertise with financial statement preparation and general ledger accounting
• Bachelors degree in Accounting or Finance required; Masters degree preferred
• 7-10 years of progressive accounting experience preferably within wealth management an RIA a family office or public accounting
• Experience with Eton Solutions preferred
• 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
  • Familiarity with data analytics tools (e.g. Tableau Power BI) a plus

• 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

Candidate Profile

The ideal candidate is a high-integrity CPA who thrives in a fast-paced entrepreneurial service-oriented environment while maintaining unwavering attention to accuracy and controls. They combine technical accounting excellence with practical business judgment and can seamlessly navigate between detailed transaction-level work and strategic financial analysis. This professional is intellectually curious solution-focused and committed to excellence in every aspect of financial operations. This is a unique opportunity to build and enhance the financial infrastructure of a collaborative family office platform at the intersection of private wealth and institutional-level financial sophistication.