Accountant

POSITION SUMMARY

Prepare a variety of client and corporate tax reports. Proactively oversee the client tax reporting process.

RESPONSIBILITIES AND DUTIES

1. Record client activity in the InnoTrust accounting system via system workflows and upon request.
2. Perform daily and monthly reconciliations for various bank and internal accounts.
3. Provide backup coverage for settlements, InnoTrust disbursement processing, and other departmental duties.
4. Oversee client tax reporting within Everence Foundation and Everence Trust Company, serving as the liaison with external tax accounting firm.
5. Prepare trust tax returns and conduct both in-depth and cursory reviews of the returns prepared by internal staff and by an outsourced tax vendor. Perform applicable maintenance throughout the year in the OneSource Trust Tax system.
6. Coordinate the preparation of federal and state corporate tax returns (1120 and 1165) by an external public accounting firm. Compile supporting documentation as requested. Prepare specific corporate state tax forms.
7. Prepare supporting documentation for the completion of forms 990 and 990-T by an external public accounting firm for four not-for-profit entities.
8. Prepare Form 5500 for multiple small employer plans.
9. Perform other accounting services as necessary.

QUALIFICATIONS

Education: 

B.S. or B.A. in Accounting or Business, or equivalent experience

Experience: 

1. Two years of accounting experience is required, with an emphasis on tax accounting preferred
2. Prior tax experience in public accounting or with a financial services firm is a plus

Skills and Abilities:

1. Attention to detail, accuracy, and strong organizational skills are required
2. Knowledge of computer accounting systems, queries, and spreadsheet tools required
3. Advanced use of Microsoft Excel is preferred
4. Prior experience with OneSource Trust Tax is helpful
5. The ability to communicate effectively and work as a team
6. Comfortable working independently on a fixed work timeline
7. Respect and promote the mission of Everence

SUPERVISORY RESPONSIBILITIES: None
SCHEDULE: Full-time