Head of Accounting Operations
2 weeks ago
Position Summary
At Cruxito Tech, we redefine wealth management by prioritizing personalized relationships. Established with a vision to assist individuals from diverse backgrounds in achieving their financial aspirations, our firm has developed a comprehensive financial platform. This platform enables clients to address their financial planning, investment, insurance, and tax needs seamlessly in one location. Currently, we are proud to support over 4,000 families across multiple cities, managing $1B in assets with a commitment to acting in our clients' best interests as an independent fiduciary.
We are seeking a seasoned Director of Accounting to enhance our team. This role is pivotal in ensuring the accuracy and integrity of our financial operations.
Key Responsibilities:
- Preparation of various tax forms including 1040, 1041, PA-40, PA-41, and potentially other state tax returns.
- Development of financial statements, reports, and spreadsheets as required.
- Utilization of tax software and research tools, with experience in Intuit ProSeries being advantageous.
- Review of fiduciary accounting practices.
- Management of sensitive client information with the utmost confidentiality.
- Oversight of intercompany and internal accounting across different entities.
Qualifications:
- Bachelor's degree in business, finance, accounting, or a related field.
- CPA certification is mandatory.
- Advanced degrees are considered a plus.
- A minimum of three years of professional experience in tax preparation is required.
- Active PTIN as a registered tax preparer is beneficial.
- Experience in law firms, accounting firms, or trust departments is advantageous.
Benefits:
- 401(k) plan
- 401(k) matching contributions
- Dental coverage
- Health insurance
- Life insurance
- Paid time off
- Vision coverage
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