Senior Accounting Manager

Wright Staffing Source; Charlotte (NC); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading staffing firm is seeking a detail-oriented Senior Accounting Manager specializing in trust and estate accounting in Charlotte, North Carolina. The ideal candidate should possess a CPA certification and over 7 years of experience. Responsibilities include overseeing financial reporting for trusts and estates, ensuring tax compliance, and managing cash flows. This role emphasizes technical expertise and client interaction, ideal for those passionate about complex financial structures.

Qualifications

• Requires CPA license.
• 7+ years of accounting experience focused on trust and estate accounting.
• Proficient in accounting software and tax preparation tools.

Responsibilities

• Oversee accounting for trusts and estates to ensure compliance.
• Prepare and review tax returns for trusts and estates.
• Monitor and manage cash flow for trusts and estates.

Skills

Trust and estate accounting

Tax compliance

Financial analysis

Process improvement

Client interaction

Education

Bachelor's in Accounting, Finance, or related field

Master's preferred

Tools

QuickBooks

ProSystem fx

Job description

Charlotte, North Carolina, United States

Overview

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.

Key Responsibilities

• 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.

Qualifications

• 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., QuickBooks, ProSystem 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.

How to Apply

Apply directly to this ad by submitting your application on this page, or send your resume, cover letter, and additional information to [e-mail]. Be sure to include the job title and location in the subject line for immediate consideration.