Senior Accounting Manager

Charlotte, North Carolina, United States

We are seeking a highly skilled and detail-oriented Senior Accounting Manager with a specialization in trust and estate accounting. This is a hands‑on role that requires a deep understanding of trust and estate taxation, compliance, and financial reporting. The ideal candidate will have exceptional technical expertise, a CPA certification, and a passion for working with high‑net‑worth clients and complex financial structures.

• Trust and Estate Accounting:
  Oversee and manage the accounting and financial reporting for trusts and estates, ensuring accuracy and compliance with legal and regulatory requirements.
• Tax Compliance:
  Work closely with the tax team to ensure timely and accurate preparation of trust, estate, and gift tax returns (Forms 1041, 706, and 709).
• Financial Analysis and Reporting:
  Prepare and review financial statements for trusts and estates, ensuring clear communication with stakeholders, including trustees and beneficiaries.
• Cash Flow Management:
  Monitor and manage cash flow for trusts and estates, including distributions, funding, and investment oversight.
• Audit and Reconciliation:
  Lead reconciliation efforts for trust accounts and ensure proper documentation for audits and reviews.
• Client Interaction:
  Serve as a primary point of contact for trustees, beneficiaries, and other advisors, providing expert guidance on financial matters.
• Process Improvement:
  Identify opportunities to enhance processes and systems to improve efficiency and accuracy in trust and estate accounting functions.
• Team Support:
  Mentor and provide guidance to junior accounting staff, fostering their growth and development.

• Education:
  
  Bachelors degree in Accounting, Finance, or a related field (Masters preferred).
• Certification: CPA license is required.
• Experience:
  
  7+ years of accounting experience, with a strong focus on trust and estate accounting. Background in public accounting, private wealth management, or a family office is highly desirable.
• Technical Expertise:
  Proficient in accounting software and tax preparation tools (e.g., Quick Books, Pro System fx, or similar). In-depth knowledge of trust and estate tax laws, regulations, and financial management best practices.
• Soft Skills:
  
  Strong organizational, analytical, and problem‑solving skills. Excellent communication and interpersonal abilities, with a client‑focused mindset. Proven ability to handle sensitive and confidential information with professionalism and discretion.

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