Supervisor, Trust Accounting
2 weeks ago
Bargaining Unit: NBU Grade: N/A
Position Type: Exempt Hours per Week: 40
Position Summary:
Provides daily leadership and supervision to Trust Accounting team to meet and exceed client expectations and operational needs. Optimize workflows/processes, tools, staff allocation, and technology to ensure efficient and cost effective day to day operations.
"Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role."
General Duties:
- Provide daily leadership and supervision to Trust Accounting team consistent with management values and mission. Assign, distribute and monitor quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements. Develop staff through performance management, goal setting, training, and effective employee relations. Review and approve timecards, time off requests, and the accuracy of labor allocations and payroll processing information.
- Optimize workflows/processes, tools, staff allocation, and technology to ensure efficient and cost effective day to day operations.
- Implement and monitor internal systems, policies and procedures to ensure operations are in compliance with client needs, new developments, regulations, and reporting requirements.
- Provide input into departmental budget and oversee expenses to ensure efficient operation within budget guidelines.
- Prepare and/or review account reconciliations, accruals and financial statements for reasonableness and compliance with Generally Accepted Accounting Principles.
- Ensure effective communications and working relationships with management and staff as well as clients, government agencies, unions, participants, attorneys, and consultants.
- Ensure compliance with HIPAA and other regulatory and legal guidelines, and troubleshoot and resolve customer/client service issues.
- Maintain current knowledge of assigned Plan(s) and effectively apply knowledge.
- Perform other similar/related duties and special projects as required.
- Bachelor's degree in Accounting, Finance, or a closely related field, or equivalent combination of education and work experience.
- Minimum of 5 years related experience with strong working knowledge of complex pension processing. Prior multi-employer and Taft-Hartley trust fund experience strongly preferred.
- Minimum of 3 years supervisory experience, preferably in an insurance, benefits, or TPA environment.
- Exceptional team player with the confidence and integrity to earn client and internal team confidence quickly.
- Accomplished change leader, demonstrating a flexible approach and resilience to setbacks. Able to drive operational and cultural change.
- Proven ability to recruit, lead and motivate a team in order to balance staffing strength with profitability and growth.
- Knowledge of generally accepted accounting principles (GAAP), business math, and relevant Federal, state and local laws, rules, regulations, codes and/or statutes.
- Excellent verbal and written communication skills, including interpersonal skills.
- Strong decision-making and organizational skills, with the ability to optimize the use of all available resources and deliver on multiple priorities.
- Exceptional analytical and problem resolution skills; ability to exercise independent, sound judgment.
- Ability to read and understand financial statements and budget reports.
- Proficient PC skills including intermediate to advanced Microsoft Word, Excel and Outlook skills. PowerPoint experience preferred.
- Ability and willingness to travel as necessary.
Zenith American Solutions
Real People. Real Solutions. National Reach. Local Expertise.
We are currently seeking an experienced Supervisor, Trust Accounting with the necessary skills, initiative, and personality, along with the desire to get the most out of their working life, to help us be our best every day.
Zenith American Solutions is the largest independent Third Party Administrator in the United States and currently operates over 40 offices nationwide. The original entity of Zenith American has been in business since 1944. Our company was formed as the result of a merger between Zenith Administrators and American Benefit Plan Administrators in 2011. By combining resources, best practices and scale, the new organization is even stronger and better than before
We realize the importance a comprehensive benefits program to our employees and their families. As part of our total compensation package, we offer an array of benefits including health, vision, and dental coverage, a retirement savings 401(k) plan with company match, paid time off (PTO), great opportunities for growth, and much, much more
Internals to Apply:
If you meet the minimum qualifications and are interested in applying for the above position, please submit an application. All applications must be received by 5:00 pm on the Internal Posting Deadline listed above in order to be considered prior
-
Supervisor, Trust Accounting
2 weeks ago
Tampa, United States Zenith American Full timeJob DescriptionJob DescriptionTitle: Supervisor, Trust Accounting Department: Trust AccountingBargaining Unit: NBU Grade: N/A Position Type: Exempt Hours per Week: 40Position Summary:Provides daily leadership and supervision to Trust Accounting team to meet and exceed client expectations and operational needs. Optimize workflows/processes, tools, staff...
-
Supervisor, Trust Accounting
2 days ago
Tampa, United States Zenith American Full timeJob DescriptionJob DescriptionTitle: Supervisor, Trust Accounting Department: Trust AccountingBargaining Unit: NBU Grade: N/A Position Type: Exempt Hours per Week: 40Position Summary:Provides daily leadership and supervision to Trust Accounting team to meet and exceed client expectations and operational needs. Optimize workflows/processes, tools, staff...
-
Director, Trust Accounting
1 month ago
Tampa, United States Zenith American Full timeJob DescriptionJob DescriptionTitle: Director, Trust Accounting Department: Trust Accounting Bargaining Unit: NBU Grade: N/A Position Type: Exempt Hours per Week: 40Position Summary:Directs group trust accounting/fund operations and supports client services, in accordance with Company guidelines, client needs and legislative requirements. "Has minimum...
-
Manager, Trust Accounting
7 days ago
Tampa, United States Zenith American Solutions Full timeTitle: Manager, Trust Accounting Department: Trust Accounting FLSA: Exempt Hours: 40 Position Summary Manages trust accounting/fund operations and supports client services, in accordance with Company guidelines, client needs and legislative requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable...
-
Trust Administrator
1 week ago
Tampa, United States Epiq Systems, Inc. Full timeIt's fun to work at a company where people truly believe in what they are doing! **Job Description**: Job Summary The Trust Administrator, working within Epiq’s Disbursements team, and with Epiq’s Lien Operations teams, is responsible for supporting the Payments Supervisor, and guaranteeing the goals and objectives of the Disbursement’s team are...
-
Account Supervisor
6 days ago
Tampa, United States PPK Full timeAward winning, full service Advertising Agency in Downtown Tampa is seeking an Account Supervisor to join our innovative team. We are a group of kick ass entrepreneurial team members who collectively gather to develop strategies that drive action. Our diverse team is currently composed of 100+ individuals and we continue to grow. PPK is a creative...
-
Account Supervisor
2 days ago
Tampa, United States PPK Full timeAward winning, full service Advertising Agency in Downtown Tampa is seeking an Account Supervisor to join our innovative team. We are a group of kick ass entrepreneurial team members who collectively gather to develop strategies that drive action. Our diverse team is currently composed of 100+ individuals and we continue to grow. PPK is a creative...
-
Tax Manager, Trusts
4 weeks ago
Tampa, United States Frazier & Deeter Full timeJoin Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With offices in Atlanta, Alpharetta, Charlotte, Las Vegas, London, Nashville, and Tampa, there is a spot for you! We serve clients of all...
-
Accounts Receivable Lead/supervisor
1 month ago
Tampa, United States HireUp Talent Full timeHireUp Talent is seeking a Accounts Receivable Lead / Supervisor in the Tampa area. This position is an in-office position located by the Tampa Bay Fairgrounds. This role will be responsible for overseeing all aspects of the accounts receivable activities and operations for the business. You will be tasked with supervising the accounts receivable staff,...
-
Trust & Estate Planning Associate
1 month ago
Tampa, United States 5 Legal Full timeJob DescriptionJob DescriptionTop 100 AmLaw firm seeks an associate to join its Estates & Trusts Practice Group in their Tampa office.Qualified candidates must have 2-7 years of experience and must have substantial experience in the following: drafting complex estate plan and business succession planning documents for high net worth individuals; drafting...
-
Lead Accounting
6 days ago
Tampa, United States Hillsborough County Clerk of Courts Full timeJob DescriptionJOB SUMMARY Performs tasks that contribute to the implementation of basic accounting and fiscal records management processes supporting a major County function or operation. The work involves giving directions and reviewing outputs in the implementation of processes, guided by scope of responsibilities, instructions, established work routines,...
-
Accountant
1 week ago
Tampa, United States Vsolutions Technologies Full timeSkills Required: CPA License, QuickBooks, Returns, Corporation, S corporation, LLC, partnership, trusts, gift taxes, individual federal and state tax returns, partner type of CPA with extensive recent experience in Taxation if Public Accounting Requirements: Active CPA license. Must have 5 years of tax experience able to prepare business and individual...
-
Operations Supervisor
2 weeks ago
Tampa, United States Kings Service Solutions, llc Full time_**We're growing!**_ - English/ Spanish - Building inspections - Responsible for overseeing the schedule of employees and supervisors in order to maintain proper personnel at each location. - Responsible for the supervision of employees and supervisors to ensure proper coverage when an employee is absent. - Ensure that supervisors maintain company cleaning...
-
Staff Accountant I
3 weeks ago
Tampa, United States Moffitt Cancer Center Full timeAt Moffitt Cancer Center, we strive to be the leader in understanding the complexity of cancer and applying these insights to contribute to the prevention and cure of cancer. Our diverse team of over 9,000 are dedicated to serving our patients and creating a workspace where every individual is recognized and appreciated. For this reason, Moffitt has been...
-
Certified Public Accountant
1 month ago
Tampa, United States WNNLAF Full timeSkills: CPA License, QuickBooks, Returns, Corporation, S corporation, LLC, partnership, trusts, gift taxes, individual federal and state tax returnsQualifications: Our team of tax accountants serves our community of Tampa Bay and beyond with guidance in all matters of taxation, accounting, business advisory services. Even if you have foreign bank accounts,...
-
Senior Accountant
1 month ago
Tampa, United States Moffitt Cancer Center Full time $60,000 - $77,000**Please note, this position has a flex work arrangement. It will require the candidate to be local.SR AccountantPosition Highlights:Assists in the preparation/maintenance of the general ledger to support accurate and timely financial data flows through the financial statement process.Performs research and analysis of financial statement activity.Handles...
-
Tax Supervisor
1 week ago
Tampa, United States CS&L CPAs Full timeJob Type Full-time Description About us: CS&L CPAs is a certified public accounting firm specializing in taxation, auditing, outsourced accounting, and advisory services for individuals, businesses, and organizations. Our core mission is to deliver outstanding solutions to our clients while cultivating a workplace culture built on open communication and...
-
Certified Public Accountant
3 weeks ago
Tampa, United States Lovefreedom Solution Full timeJob DescriptionJob DescriptionJob DescriptionSkills: CPA License, QuickBooks, Returns, Corporation, S corporation, LLC, partnership, trusts, gift taxes, individual federal and state tax returnsQualifications: Our team of tax accountants serves our community of Tampa Bay and beyond with guidance in all matters of taxation, accounting, business advisory...
-
Certified Public Accountant
1 month ago
Tampa, United States Lovefreedom Solution Full timeJob DescriptionJob DescriptionJob DescriptionSkills: CPA License, QuickBooks, Returns, Corporation, S corporation, LLC, partnership, trusts, gift taxes, individual federal and state tax returnsQualifications: Our team of tax accountants serves our community of Tampa Bay and beyond with guidance in all matters of taxation, accounting, business advisory...
-
Certified Public Accountant
3 weeks ago
Tampa, United States Elite Call Support Center Full timeJob DescriptionJob DescriptionJob DescriptionSkills: CPA License, QuickBooks, Returns, Corporation, S corporation, LLC, partnership, trusts, gift taxes, individual federal and state tax returns, partner type of CPA with extensive recent experience in Taxation if Public AccountingQualifications: Our team of tax accountants serves our community of Tampa Bay...