Position Description

Loomis Sayles is a performance-driven active asset management company that seeks to identify exceptional investment opportunities on behalf of institutional and retail clients worldwide. We believe active management fueled by proprietary, best-in-class research helps us achieve financial success for our clients. Founded in 1926, Loomis Sayles currently oversees approximately $300 billion in assets under management for global clients spanning more than 50 countries.

We foster a culture of entrepreneurialism, where all employees are empowered and encouraged to develop themselves and their ideas. Our culture centers on our shared IDEALS, the core characteristics of who we aspire to be as employees and an organization.

INCLUSIVE & DIVERSE - DEDICATED TO TEAMWORK – EXCELLENT – ACCOUNTABLE – LEADERS - SOLUTION-ORIENTED

Loomis Sayles is committed to the continual improvement of our performance, processes and people. As part of this commitment, we are looking to hire an enthusiastic and passionate candidate, eager to contribute to our continued success through the following employment opportunity:

About the Role

This is a hybrid role in the Loomis Sayles & Co. Finance department. The role will work closely with a blended HR/Finance team and will be dedicated full time to the support of payroll and benefit related functions for a wholly owned subsidiary of Loomis Sayles & Co. with roughly 200 employees. The role will be focused on processing, review, and reporting for in house payroll, tax reporting, as well as payroll and benefits accounting. It will require preparation and review of a variety of federal, state and local tax filings as well as close involvement with employee payroll and benefits. It is preferred that the candidate have 2+ years of relevant experience. In addition, the candidate must possess a great attention to details, be able to handle confidential information, have the ability to prioritize and meet both internal and statutory deadlines. This role is generally expected to be in the Boston office 2 days a week.

About the Team

The blended HR/Finance team this role will be working closely with consists of seven individuals who are all based in the Boston area. Being in the Finance department, this role will also be closely interacting with the larger Finance group across multiple functions (i.e. accounts payable/receivable, financial reporting & analysis). The role will be working with multiple systems (i.e. Basware, Infor, etc.). The role will report directly to the Payroll & Tax Accounting Manager at Loomis Sayles & Co.

Job Responsibilities

• Assist in compilation of data, processing and detailed review of in-house payroll
• Work closely with HR/Payroll on maintenance of employee data
• Prepare/review of all current tax filings (sales & use tax, property tax, withholding & unemployment taxes, quarterly estimate payments and other miscellaneous filings)
• Prepare monthly, quarterly, and annual tax remittances
• Prepare and submit of monthly, quarterly, and annual employment related statutory filings
• Reconcile and complete payments for monthly employee benefits (i.e. insurance coverage, HSA, parking and transport deductions etc.)
• Reconcile & ensure accuracy of respective general ledger accounts
• Forecast and budget relevant employer and employee related expenses (i.e. salaries, benefits, taxes)

Qualifications

Qualifications & Education Requirements

• Bachelors degree; CPA a plus
• 2+ years of accounting experience
• Proficiency in Excel is required, and Lawson experience is beneficial
• The ability to work well under pressure, manage multiple conflicting priorities and meet deadlines in a fast-paced environment
• Accurate and consistent attention to detail
• The ability to handle highly confidential information professionally
• Excellent oral and written communications, organizational and time management skills
• Knowledge and understanding of the investment management industry and related activities
• The ability to work effectively with business associates at all levels

Loomis Sayles Benefit Overview

EEOC and Diversity Statement

Loomis Sayles is deeply committed to building a diverse and inclusive workforce in which talented individuals can realize their full potential and contribute to our growth and success. Please consider applying for this role even if your work history and skillset doesn’t completely match the job description. We believe creativity, tenacity and humility are as valuable as specific skills that can be practiced and perfected on the job.

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, creed, color, gender, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.