Senior Accounting Manager

About the job Senior Accounting Manager


The Opportunity:

We are seeking a highly skilled and detail-oriented Senior Accounting Manager with a specialization in trust and estate accounting. This is a hands-on role that requires a deep understanding of trust and estate taxation, compliance, and financial reporting. The ideal candidate will have exceptional technical expertise, a CPA certification, and a passion for working with high-net-worth clients and complex financial structures.

Key Responsibilities:
Trust and Estate Accounting: Oversee and manage the accounting and financial reporting for trusts and estates, ensuring accuracy and compliance with legal and regulatory requirements.

Tax Compliance: Work closely with the tax team to ensure timely and accurate preparation of trust, estate, and gift tax returns (Forms 1041, 706, and 709).

Financial Analysis and Reporting: Prepare and review financial statements for trusts and estates, ensuring clear communication with stakeholders, including trustees and beneficiaries.

Cash Flow Management: Monitor and manage cash flow for trusts and estates, including distributions, funding, and investment oversight.

Audit and Reconciliation: Lead reconciliation efforts for trust accounts and ensure proper documentation for audits and reviews.

Client Interaction: Serve as a primary point of contact for trustees, beneficiaries, and other advisors, providing expert guidance on financial matters.

Process Improvement: Identify opportunities to enhance processes and systems to improve efficiency and accuracy in trust and estate accounting functions.

Team Support: Mentor and provide guidance to junior accounting staff, fostering their growth and development.

Qualifications:
Education: Bachelors degree in Accounting, Finance, or a related field (Masters preferred).

Certification: CPA license is required.

Experience: 7+ years of accounting experience, with a strong focus on trust and estate accounting. Background in public accounting, private wealth management, or a family office is highly desirable.

Technical Expertise: Proficient in accounting software and tax preparation tools (e.g., QuickBooks, ProSystem fx, or similar).
In-depth knowledge of trust and estate tax laws, regulations, and financial management best practices.

Soft Skills:
Strong organizational, analytical, and problem-solving skills.
Excellent communication and interpersonal abilities, with a client-focused mindset. Proven ability to handle sensitive and confidential information with professionalism and discretion.

How to Apply:
Apply directly to this ad by submitting your application on this page, or send your resume, cover letter, and additional information to View email address on click.appcast.io

Be sure to include the job title and location in the subject line for immediate consideration.