Job Openings

Senior Associate/Manager/Senior Manager/ Director – Technical Accounting and IPO Services

Job ID: BH325408

Category: Senior Accountant, SEC Reporting, CPA, Controller, CFO, Accounting and Finance

Job Title: Senior Manager or Director, Technical Accounting and IPO Services

Job Location: Boston/Remote

Industry: Privately held, professional service firm specializing in accounting advisory. Core services are technical accounting and IPO Services. Have over 1,000 clients globally in the software, tech and biotech industries. 

Why Open: Newly created roles, open due to growth and expanding Boston area market.

Big 4 or second tier public accounting experience (Grant Thornton, BDO, RSM) at the Senior Manager or Director Level from either the Advisory practice or the Audit/Assurance group. Prefer someone with clients in software, tech, pharma, life science.  

Info on role:
Great opportunity for someone to make a move from big 4 to a more boutique consulting firm. Currently have 50 professionals in Boston and growing.  Have an excellent company culture and treat employees very well.

As a Senior Manager or Director, you will interact with clients directly. Not only will you work independently, but you’ll also collaborate with a diverse group of talented professionals. Other responsibilities will include: 

  • Provide excellent timely client service, deliver high quality work and strengthen client relationships

  • Add value through complex transaction analyses including IPOs, M&A, Divestitures, SPACs/Reverse Mergers, and Debt/Equity private placements;

  • Understand technical accounting background, FASB and SEC rules and regulations, client deadlines and deliverables, requests and preferences to deliver excellent client services

  • Identify, analyze and conclude on generally accepted accounting principles for the client and consult with director or engagement partner

  • Supervise, coach and mentor all levels of staff. Conduct performance reviews and contribute to performance feedback and training. Develop and communicate workplace culture and code of conduct

  • Lead, manage multiple projects and coach engagement teams and own client relationships;

  • Strengthen client relationships and generate additional engagement opportunities through excellent quality, timely execution and strategic approach to service delivery (i.e., One Firm – Passion, Pride and Purpose);

  • Support growth efforts through pursuits, market research and maintaining a network I.e., your social capital. 

  • Act as a Partner to clients to successfully prepare and complete audits in a transaction/deal environment

  • Interact with clients, auditor, investment bankers, legal counsel (client & bankers) and manage multiple projects while demonstrating excellence, courage and discipline.

  • Add value to public and private clients by assisting in any of the following:

  • Detailed revenue analysis and revenue recognition – existing and future products/services;

  • Equity – stock compensation (FAS 123R, warrant accounting) and EPS;

  • Draft or review complex sets of financial statements (FS), FS disclosures, MD&A, critical accounting policies, Cap table and SEC comment letter responses; 

  • SEC Reporting, including S-1, F-1, 10K, 20-F, 10Q, 8K, 6K and other filings;

  • Identification and application of technical accounting guidance to client situations under US GAAP (e.g., Leases, Business combinations, Foreign currencies, Capitalization of internal use software and website development costs

  • Global accounting activities including IFRS, foreign currency and consolidations




The Planet Group of Companies is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Type: Direct

Location: Boston, Massachusetts