Trivergent Trust Company Hiring for Finance and Accounting Associate Job at Winter Park, FL Full Time

Trivergent Trust Company provides investment management, trustee, and family office services to select high net worth families, trusts and related entities. We are currently seeking candidates with the following experience and skills to serve as a Finance and Accounting Associate.

Education and Work Experience

• Minimum of 3 years of finance/accounting, or tax experience
• Bachelor’s Degree or equivalent combination of education and experience
• Proficient with Microsoft Office Suite applications

Required Skills

• Qualified candidates will have a strong understanding of financial and accounting principles
• Knowledge and experience preparing reports and schedules using Excel
• Effective communication skills to collaborate in a team environment
• Ability to manage and prioritize a variety of tasks and responsibilities

Primary Duties

• Preparation and analysis of various financial schedules
• Maintain the accounting books and records for various clients/entities
• Assist with client/entity cash flow needs analysis and budget preparation
• Assist with gathering client tax information and workpaper preparation
• Assist the team with various other financial related projects as needed

This position allows qualified candidates to assume increasing levels of responsibility as appropriate. Success will be highly dependent upon a candidate’s ability to demonstrate attention to detail, organization skills, and sensitivity to deadlines.

Compensation will be commensurate with experience.

Job Type: Full-time

Pay: $50,000.00 – $70,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Physical Setting:

• Office

Schedule:

• Monday to Friday

COVID-19 considerations:
Masks are required in common office areas

Education:

• Bachelor’s (Preferred)

Experience:

• Accounting: 2 years (Preferred)

License/Certification:

• CPA License (Preferred)

Work Location: One location