CPA
New
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CPA
Lassahn Fiduciary Services - Financial Services company
- Remote
$70,000 - $85,000/year
Exact compensation may vary based on skills, experience, and location.
40 hrs/wk
Permanent (w2)
Remote work yes (100%)
Travel not required
Start date
May 4, 2026
Superpower
Finance
Capabilities
Accounting
Tax
Preferred skills
Fiduciary Accounting
Financial Statements
Financial Analysis
Accounting Records
QuickBooks (Accounting Software)
Communication
Detail Oriented
Accounting Software
Accounting
Trust Accounting
Preferred industry experience
Financial Services
Experience level
9+ years of experience
Job description
Core Responsibilities
- Update and maintain accounting records in the firm’s trust accounting software for multiple trust entities
- Record and classify individual and business expenditures, receipts, and other transactions
- Track and prepare data for accurate 1099-NEC and 1099-MISC filings
- Run monthly financial reports and reconcile all accounts
- Review financial statements, including investment accounts, to verify accuracy
- Prepare cash flow projections and asset sale projections
- Support year-end close processes and fiduciary tax reporting coordination
- Assist with ad-hoc financial analysis and special projects as needed
Qualifications/Skills
- 3+ years of accounting experience, with a strong preference for trust, estate, or fiduciary accounting
- Experience with accounting software (Quickbooks and Sage)
- Knowledge of 1099 reporting requirements and IRS compliance
- Proficient in preparing financial reports, cash flow projections, and variance analysis
- High attention to detail and strong organizational skills
- Excellent communication and teamwork abilities
- Bachelor’s degree in Accounting, Finance, or related field required
- CPA or EA license a plus (not required)
Company Benefits/Perks
- Competitive salary based on experience
- Comprehensive benefits package (health, dental, vision, 401(k))
- Professional development and continuing education support
- Collaborative team environment focused on client service and compliance excellence
All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.
If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at support@themomproject.com.