Senior Fiduciary Accounting & Reporting Analyst

Tompkins Financial Advisors; Wyomissing (Berks County); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) Match

Paid Time Off

Tuition Reimbursement

Free Parking

Employee Referrals

Job summary

Tompkins Financial Advisors is looking for a Fiduciary Accounting and Reporting Analyst in Wyomissing, PA. This role focuses on fiduciary tax reporting compliance, regulatory adherence, and supports complex trust accounting processes. Successful candidates will possess strong analytical capabilities and at least 5 years of relevant experience.

The position offers comprehensive benefits including medical, dental, vision, and a 401(k) match. Join a team committed to excellence and a great work environment at Tompkins Financial Advisors.

Qualifications

• Minimum of 5 years of experience in fiduciary accounting or tax services.
• Demonstrated knowledge of fiduciary accounting and tax reporting requirements.
• Working knowledge of IRAs and retirement plans.

Responsibilities

• Ensure accurate preparation of fiduciary tax reporting.
• Lead required minimum distribution processes.
• Support preparation of complex fiduciary accountings.
• Drive accuracy of financial data impacting client outcomes.
• Act as resource for internal inquiries related to fiduciary matters.

Skills

Analytical skills

Attention to detail

Communication skills

Organizational skills

Collaboration skills

Education

Bachelor’s degree in Accounting or Finance

Tools

Microsoft Excel

Microsoft Word

ONESOURCE™

Job description

Tompkins Financial Advisors is looking for a Fiduciary Accounting and Reporting Analyst in Wyomissing, PA. This role focuses on fiduciary tax reporting compliance, regulatory adherence, and supports complex trust accounting processes. Successful candidates will possess strong analytical capabilities and at least 5 years of relevant experience.

The position offers comprehensive benefits including medical, dental, vision, and a 401(k) match. Join a team committed to excellence and a great work environment at Tompkins Financial Advisors.