Trust Accounting Manager

2 weeks ago


Tampa, Florida, United States Zenith American Solutions Full time

Position Title:
Trust Accounting Manager

Department:
Trust Accounting

FLSA Status:
Exempt

Hours: 40


Position Overview:
The Trust Accounting Manager is responsible for overseeing trust accounting and fund operations while ensuring exceptional client service, in alignment with company policies, client requirements, and legal standards.

Key Responsibilities:
- Supervise trust accounting personnel, exhibiting leadership qualities that reflect the organization's values and mission.
- Foster employee development through performance evaluations, goal establishment, training, and effective communication.
- Ensure the quality and volume of work produced meets established internal service level agreements, holding team members accountable for their performance.
- Manage internal systems, policies, and procedures to guarantee that trust accounting operations comply with client demands, regulatory changes, and reporting obligations.
- Address escalated trust accounting concerns for clients.
- Maintain open lines of communication and build strong working relationships with management, staff, clients, government entities, unions, participants, legal representatives, and consultants.

Financial Oversight:
- Review financial statements prepared by staff to confirm accuracy prior to client distribution.
- Coordinate year-end audits with external CPA firms, requiring effective problem-solving skills.
- Execute other related duties as necessary.

Work Environment:
- Standard office environment with comfortable temperatures and minimal distractions.
- May involve occasional interruptions and require lifting up to 25 lbs.
- Flexibility in work schedule may be necessary based on workflow demands.
- Adherence to attendance and punctuality standards is expected.

Qualifications:
- Bachelor's Degree in business, management, or a related field, or an equivalent combination of education and experience.
- CPA designation preferred.
- A minimum of 5 years of accounting experience.
- Management experience is advantageous.
- Proficient in computer applications, particularly Excel and Microsoft Word.

Disability Accommodation:
In accordance with the Americans with Disabilities Act (ADA) and relevant federal and state laws, Zenith American Solutions is committed to providing reasonable accommodations for qualified applicants or employees with disabilities, unless such accommodations would impose an undue hardship.

Company Overview:
Zenith American Solutions, Inc. is the largest independent Third Party Administrator in the United States, operating over 44 offices nationwide. Established in 1944, we believe that hiring exceptional employees is the key to delivering superior service.

Core Values:
We prioritize relationships, take calculated risks, uphold ethical standards, and maintain accountability. We strive for success without compromising our values.



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