Roles & Responsibilities - include specific functions/ tasks/ performance objectives
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Responsible for preparing financial statements for multiple entities.
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Able to handle simple to moderately complex issues related to the accounting.
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Able to meet service level standards for timeliness and accuracy.
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Able to prepare annual, triennial or intermediate type accountings with little or no assistance.
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Make appropriate adjustments to accountings to resolve issues and balance.
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Must clearly understand account transactions and what schedule they belong on.
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Able to process fee calculations for any state that requires unique calculations.
Qualifications
Essential Skills & Experience -- include specifics regarding academic/ professional qualifications (e.g. degree, university, results), # yrs total and # yrs relevant work experience, relevant employers, relevant experience (nature of work/ job functions)
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Bachelors degree in accounting or business or equivalent education and experience
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Experience in the trust business very helpful
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Knowledge of trust law and estates helpful
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Good communication skills
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Accuracy and attention to detail are mandatory
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Experience using excel, word and access required.
