Senior Manager Accounting

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 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 [email protected]

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

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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.