Senior Accountant

1 month ago


Wilmington, United States Synerfac Technical Staffing Full time
Job DescriptionJob DescriptionSenior Accountant (hybrid)

The primary function of the Senior Accountant II is to assist in maintaining the accounting of trusts. This role will supervise, train and mentor a team of Staff and Senior Accountants. More complex / higher level accountings will be assigned.

ESSENTIAL DUTIES & RESPONSIBILITIES (including, but not limited to):
*Lead team of Senior, Staff/Staff II accountants (2 to 4 direct reports)
*Train new hires and provide ongoing training for team or other accounting staff
*Oversee team, including workload/book of business assigned to team members
*Ensure staff are following CTC procedures and policies for accounting preparations and other assigned duties
*Mentor team members in areas of career development and coach on CTC core values
*Provide ongoing performance feedback and support to direct reports through weekly one on ones, monthly check
-ins and annual performance reviews
*Review Trust Accountings for assigned book of business; Provide review notes and feedback to Staff or Senior Accountants
*Prepare complex or high priority monthly, quarterly & annual trust accountings for assigned book of business, including foreign currency, options, multiple brokerage accounts
*Post BAA
- Corporate Exchanges
- daily, research and circulate information to department
*Review weekly postings of trust sales/deposits/withdrawals
* Review monthly, quarterly, and annual distributions calculations
* Review Notes Payable and Receivable
* Review Event Memos
*Perform Annual Review for Accountings
*Review all Accounting tasks for Trust Closings
*Serve as back
-up for / fill in for Accounting Manager as needed

EDUCATIONAL BACKGROUND & EXPERIENCE:

* MUST have a bachelor"s degree in Accounting
* MUST have advanced knowledge of Microsoft Excel
* MUST have 6+ years prior experience in Accounting or Audit ; 7+ years strongly preferred
* MUST have Public Accounting experience
* MUST have prior Supervisory/Leadership experience (Training, Coaching, Mentoring, and Reviewing the work of others)
* Past experience with Trust Accounting and related software preferred
* CPA strongly preferred
#ZRNC



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