Senior Trust Accounting Supervisor
Employment Type: Full-Time
Pay Rate: $53,000–$56,500 annually
Location: Achieva Main Office
Sign-On Bonus: Up to $2,000
Make a Meaningful Impact
Are you passionate about accounting, financial operations, and ensuring accuracy and compliance? Achieva is seeking a Senior Trust Accounting Supervisor to oversee the daily functions of the Achieva Family Trust finance department, strengthen financial processes, and support effective trust accounting operations. If you enjoy leading a team, improving processes, and ensuring financial accuracy and compliance, we'd love to have you join our team.
About Achieva
For over 70 years, Achieva has been committed to supporting and including individuals with disabilities and their families. We envision a community where everyone leads a life of personal significance. Achieva provides personalized services and opportunities that respect each person's unique aspirations.
Position Summary
The Senior Trust Accounting Supervisor manages the daily functions of the Achieva Family Trust finance department, ensuring adherence to accounting principles and trust financial regulations. This position enhances financial workflows to improve operational efficiency and fosters a positive and efficient workplace. The Senior Trust Accounting Supervisor directly supervises the Trust Accounting Supervisor and Trust Financial Analyst and reports to the Achieva Family Trust Finance Director.
Key Responsibilities
- Supervises all aspects of trust accounting and assists with fiduciary tax processes.
- Oversees the PNC credit card and True Link debit card programs, including reporting, tracking fund requests, and monitoring disbursements.
- Completes bank reconciliations and complex account reconciliations to ensure accuracy and compliance.
- Drives process improvements by identifying reconciliation inefficiencies and implementing innovative solutions for cross-system accuracy and compliance.
- Charges monthly fees accurately according to the approved AFT fee schedule.
- Maintains and updates daily market values of assets.
- Coordinates with external auditors to ensure audit requirement compliance.
- Supervises and mentors the Trust Accounting Supervisor and Trust Financial Analyst, managing training, performance evaluations, and fostering a positive work environment.
- Collaborates with colleagues and leadership to enhance internal controls, improve operational efficiency, and uphold accounting best practices while ensuring trust compliance.
- Oversees specialized computer software for daily transactions, account creation, report design, and accurate bridging of tax information.
- Leads and coordinates month-end and year-end closing procedures.
- Oversees account closures and final distributions.
- Assists in preparing and reviewing all client quarterly and annual reports for accuracy and completeness.
- Serves as backup to the Trust Accounting Supervisor and AFT Finance Director.
- Stays current with accounting regulations and best practices to ensure compliance and efficiency.
- Supports the achievement of individuals’ personal outcomes.