CPA

Overview

This role involves managing and maintaining accounting records for multiple trust entities, ensuring accurate financial reporting and compliance with fiduciary requirements.

Responsibilities

• Update and maintain accounting records in trust accounting software for multiple trust entities
• Record and classify individual and business expenditures, receipts, and other transactions
• Track and prepare data for accurate 1099-NEC and 1099-MISC filings
• Run monthly financial reports and reconcile all accounts
• Review financial statements, including investment accounts, to verify accuracy
• Prepare cash flow projections and asset sale projections
• Support year-end close processes and fiduciary tax reporting coordination
• Assist with ad-hoc financial analysis and special projects as needed

Requirements

• Minimum of 3 years of accounting experience, preferably in trust, estate, or fiduciary accounting
• Experience with accounting software such as QuickBooks and Sage
• Knowledge of 1099 reporting requirements and IRS compliance
• Proficient in preparing financial reports, cash flow projections, and variance analysis
• High attention to detail and strong organizational skills
• Excellent communication and teamwork abilities
• Bachelor’s degree in Accounting, Finance, or a related field
• CPA or EA license is a plus but not required

Compensation & Benefits

• Competitive salary based on experience
• Comprehensive benefits package including health, dental, vision, and 401(k)
• Support for professional development and continuing education
• Collaborative team environment focused on client service and compliance excellence

Location

Not specified