Senior Manager Accounting
Senior Manager Accounting
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Job Description
About us:
At HR Talent Partners we focus on matching outstanding professionals with organizations that prioritize excellence. By leveraging our expertise in industry trends and offering a tailored approach we aim to support businesses in creating strong dynamic teams while helping individuals grow and succeed in their careers.
The Opportunity:
We are seeking a highly skilled and detailoriented Senior Accounting Manager with a specialization in trust and estate accounting. This is a handson 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 highnetworth 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 (Formsand 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).
Indepth knowledge of trust and estate tax laws regulations and financial management best practices.
Soft Skills:
Strong organizational analytical and problemsolving skills.
Excellent communication and interpersonal abilities with a clientfocused 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
Be sure to include the job title and location in the subject line for immediate consideration.
Learn more about HR Talent Partners:
Visit our LinkedIn profile HERE to connect with us professionally.
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- Competitive salary and bonus potential
- Safe harbor 401k plan
- Medical dental disability & life insurance
- Flexible work environment
- Eight paid Holidays (nine if Easter is after April 15th)
- Minimum four weeks vacation (based on tenure)
- Study assistance for CPA exam (case by case basis)
- Firm paid dues to professional associations
- Incentive compensation for new client acquisition
- Free parking
The aforementioned listing of employee benefits is subject to change without notice; said changes may or may not be reflected above.
Employment Type
Full Time
