Trust Accountant

Pinnacle Plan Design is growing! We are seeking a motivated Trust Accountant to join our team in our Tucson, Arizona office!

This position is responsible for preparing and reviewing account reconciliations, income statements and balance sheets for qualified retirement plans. This position is also responsible for evaluating workflow processes and implementing enhancements to increase accuracy and profitability.

Essential Duties and Responsibilities

• Prepare account reconciliations, income statements, and balance sheets for qualified retirement plans.


• In connection with the reconciliation, reconcile and research deposits, identification of retirement plan distribution activity and preparation of Forms 1099-R and 945.


• Prepare loan amortization schedules


• Publish and file Forms 5500 and 8955 on a timely basis


• File annual PBGC Comprehensive Premium Fillings

Knowledge, Skills and Abilities

• Demonstrates understanding and practical application of basic accounting principles.


• Intermediate computer skills including Microsoft Office products; Intermediate or above proficiency in excel is preferred.


• Experience with ASC Valuation System a plus.


• Detail oriented and ability to sort through information, assess priorities and analyze situations and attend to detail to ensure quality.


• Ability and willingness to collaborate with various departments to complete tasks.


• Demonstrated ability to multi-task, meet deadlines, and work in a fast-paced environment to create high-quality products and solutions.


• Interest in learning about qualified, company-sponsored retirement plans.


• Ability to analyze workflow procedures to identify sources of improvements for purposes of checks and balances, accuracy of data, reduction of redundancy and ease of reporting.

Education and Experience Requirement

• Associate's and/or Bachelor's degree in math or accounting preferred.


• Previous experience in a financial or accounting-related field is a plus/preferred.

Physical Requirement and Work Environment

• Usual office working conditions and willingness to work in open office environment

Schedule

Standard Office Work Hours 8:00 AM - 5:00 PM, Monday - Friday, some overtime may be required