Fiduciary Accounting Specialist - Remote

Overview

The Fiduciary Accounting Specialist plays a pivotal role in transforming complex fiduciary accounting principles into actionable product features, ensuring compliance with state-specific legal standards.

In Short

• Act as a Subject Matter Expert in fiduciary accounting.
• Collaborate with Product Owners to translate accounting principles into requirements.
• Write detailed requirements for product features.
• Conduct quality assurance testing for compliance.
• Gather user feedback to ensure product usability.
• Assist in user acceptance testing.
• Support the Product Team in refining the product backlog.
• Collaborate with designers and engineers for intuitive workflows.
• Research state-specific trust and estate laws.
• Prepare documentation and training materials.

Requirements

• Expertise in fiduciary accounting and trust administration.
• Knowledge of accounting principles and regulatory compliance.
• Familiarity with estate and trust administration software.
• Experience in California, Florida, North Carolina, Massachusetts, or New York.
• Strong analytical and problem-solving skills.
• Excellent communication skills.
• Ability to adapt to a tech-driven environment.
• Bachelor’s degree in Accounting, Finance, or related field.
• CPA or CTFA certification is a plus.
• Experience in business analysis or Agile methodologies is desirable.

Benefits

• Be part of a fast-growing startup.
• Flexible hours and remote/hybrid work.
• Yearly performance-based bonus.
• Full participation in health and dental plans.
• Wellness Benefit.
• Computer equipment provided.
• Work-from-home stipend.