Accounting Manager

Accounting Manager

We are seeking a highly professional and experienced Accounting Manager to join the Shareholder Services Team.  This position requires strong financial management, accounting expertise, and a deep understanding of complex financial structures, tax matters, and investment reporting. The ideal candidate is proactive, with exceptional analytical and problem-solving skills, and upholds the highest standards of professionalism and discretion.

Key Responsibilities could include:

• Perform and manage various daily operations of the accounting department
• Assist and support budget and forecasting activities
• Prepare schedules and journal entries, review and approve others
• Manage internal and external audit requests
• Monitor and analyze department work and assist in development of efficient procedures and use of resources to enhance the workflow of the accounting team
• Analyze financial data and prepare complex reports
• Perform or manage various projects as needed
• Identify process improvement opportunities and implement change initiatives
• Supervise/mentor accounting staff, fostering a culture of professionalism and continuous improvement

  Qualifications: 

• 7+ years of accounting or finance experience (management experience preferred, public a plus)
• Bachelor’s Degree in Accounting or Finance (minimum GPA of 3.25)
• CPA Certification
• Tax knowledge for individuals and trusts a plus 
• Experience managing multi-entity financial structures, including trusts, LLCs, and other legal entities
• Advanced knowledge of Microsoft Office products, particularly Microsoft Excel
• Strong analytical and critical thinking skills, with a mindset for process improvement
• Excellent written and verbal communication skills
• Strong attention to detail and ability to meet deadlines in a fast-paced environment