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Fund Accountant
955 Keller Road , Suite 1590 Altamonte Springs, FL 32714 US | Work from home flexibility TELECOMMUTE US
Job Description
*Our partner in over 25 states is seeking a knowledgeable Fund Accountant*
In office with hybrid opportunity potential
$60k-70k based on experience
Amazing Benefits Package!
Growth Opportunity!
Responsibilities:
- Research and interpret state statue
- Plan for all Annual Reports filing deadlines and audits.
- Research all issues related to report filing and state requirements.
- Prepare and submit Annual Reports in compliance with State and Federal Statutes.
- Analyze all system reports related to filing and trusting and sales documentation.
- Evaluate remittance and deposits.
- Minimize any potential issues by alerting Trust Manager to short falls or bottlenecks.
- Assist Trust Manager with Special Projects and Various duties.
- Collaborate with CPA, Location Administrators, Trust Administrators, and other parties.
- File establishment license renewals for cemetery and funeral locations
- File initial acquisition licensure and facilitate communication with State Agencies to ensure proper licensure
- BS Degree in Business, Accounting, Finance or other related area.
- 2-4 years of experience in accounting
- Ability to think strategically and resolve legal/regulatory compliance issues
- Ability read bank statements and understand financial activity
- Ability to interpret legal statutes and filing documentation and their application to transactions
- Exhibits strong analytical skills and attention to detail ensuring analysis is complete and accurate
- Ability to manage multiple projects and adhere to firm deadlines
- Communicates in a clear and concise manner
- Intermediate to Advanced Microsoft Excel skills
- Ability to create and organize filing systems to track procedures and tasks