Senior Accounting Manager
1 week ago
Position Summary
At Cruxito Tech, we redefine wealth management by prioritizing personalized relationships with our clients. 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 allows clients to address their financial planning, investment, insurance, and tax needs seamlessly in one location. Currently, we are proud to manage over 4,000 families' assets, totaling $1B, as an independent fiduciary committed to acting in our clients' best interests.
We are seeking a seasoned Director of Accounting to enhance our team. This role is pivotal in ensuring the integrity and accuracy of our financial operations.
Key Responsibilities:
- Preparation of 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 a preference for experience in Intuit ProSeries.
- Review and oversight of fiduciary accounting practices.
- Management of sensitive client information with the utmost confidentiality.
- Coordination of intercompany and internal accounting across various entities.
Qualifications:
- Bachelor's degree in business, finance, accounting, or a related field.
- CPA certification is mandatory.
- An advanced degree is advantageous.
- A minimum of three years of professional experience in tax preparation is required.
- Active PTIN registration as a tax preparer is a plus.
- Experience in a law firm, accounting firm, or trust department is beneficial.
Benefits:
- 401(k) plan
- 401(k) matching contributions
- Dental coverage
- Health insurance
- Life insurance
- Paid time off
- Vision coverage
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