Denver, Colorado
CPA - Accountant- (5 yrs Exp. Required) Job Opening in Denver, Colorado - Lotus Fiduciary Services is a stable and growing professional fiduciary firm located in Cherry Creek. The successful candidate will have accounting, income tax preparation, bookkeeping, fiduciary or trust and estate administration accounting experience.
Primary responsibilities may include:
General accounting, bookkeeping, accounts payable, accounts receivable, and distribution requests
Prepare income and trust tax returns
Prepare and update budgets and asset reports
Prepare and review monthly P&L's, balance sheets, accounting and Court reports
Relationship management. Communicate and meet with clients and their families.
Manage and inventory assets and liabilities
Review and manage a variety of investment and annuity statements
Analyze and interpret Trusts, Wills and Power of Attorney documents
Prepare trust accounting reports
Additional tasks and administrative support as required
:
5+ years experience as a CPA, Accountant or similar position
QuickBooks experience is required.
Self Starter, pro-active, able to work independently with minimal direction, able to maintain confidentiality and discretion.
Effective time management and organizational skills; able to manage multiple activities
Must be detail oriented
Exceptional interpersonal and communication skills-both written and verbal
Must be able to pass a background check, credit check and provide references.
Full-Time and Part-Time positions available
Compensation- Wages consummate with experience including a full benefits package.
To be considered for this position please email your resume, cover letter and salary/benefits requirements .
Job Type: Full-time
Job Location:
Denver, CO 80209
Required education:
Bachelor's
Required experience:
Quickbooks: 5 years
CPA: 5 years
Tax Preparation: 5 years
Accounting: 5 years
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