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JD, MBA, CTFA, CFP or CPA and four (4) years personal trust administration experience. JD, MBA, CTFA, CFP or CPA and four (4) years personal trust administration experience. Interacts with Financial Advisors and clients in defining goals and objectives, working along with the investment officer to establish the appropriate asset allocation and to review and approve portfolio changes.
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Master’s Degree Preferred); Licensed as either a Certified Public Accountant (CPA), Certification issued by The Institute of Internal Auditors as a Certified Internal Auditor (CIA), a Certification issued by the Association of Certified Fraud Examiners (CFE), or a Certification issued by the Institute of Certified Forensic Accountants (CrFA.
$58,905.38 - $75,084.38 a yearExpandApply NowActive JobUpdated Yesterday - UpvoteDownvoteShare Job
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Certified (CIA, CPA, CRMA, CMA) candidates are required for this position. Certified Internal Auditor (CIA) or Certified Public Accountant (CPA) designation. Certified (CIA, CPA, CRMA, CMA) candidates are required for this position.
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Bachelor's Degree in: Accounting, Finance or related degree or qualifying certification (CPA, CMA, ACA, CIMA, ACCA Certification) CPA/CMA candidate or other relevant certification preferred.
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Prepare, reconcile and submit trail balance in format acceptable to CPA/ Tax Preparer to file returns. Post adjustment to accounting software based on CPA filing each tax year. Prepare, reconcile and submit trail balance in format acceptable to CPA/ Tax Preparer to file returns.
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Basic Educational Requirement: A Certificate as a Certified Public Accountant (CPA) or a bachelor's or higher degree in accounting that included at least 30 semester hours in accounting or 24 semester hours in accounting and an additional 6 semester hours in related subjects such as business law, economics, statistical/quantitative methods, computerized accounting or financial systems, financial management, or finance.
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MBA, CPA, CIA or CFE preferred. Audit & Reimbursement Senior- Medicare Cost Report Audit. The Audit and Reimbursement Senior will support our Medicare Administrative Contract (MAC) with the federal government (The Centers for Medicare and Medicaid Services (CMS) division of the Department of Health and Human Services.
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Completion or enrollment in professional level certification programs such as Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), Accredited Asset Management Specialist, Certified Trust and Financial Advisor, Chartered Life Underwriter or Certified Public Accountant (CPA.
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Establish and periodically update understanding of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
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This is a fully and permanently remote work from home opportunity with a growing and stable company available in select states across the US: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA
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CPAlicense or similar certification preferred or currently working to obtain CPA license. CCH Axcess experience. BA/BSdegree in Accounting or Masters degree in Accounting/Taxation. CPAlicense or similar certification preferred or currently working to obtain CPA license.
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Minimum QualificationsBachelor's DegreeRelevant Experience or Degree in: Accounting, Finance or related degree or qualifying certification (CPA, CMA, ACA, CIMA, ACCA Certification)Typically No Relevant Experience RequiredPreferred QualificationsCPA/CMA candidate or other relevant certification preferredWhat Are Our Desired Skills and Capabilities.
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