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Supervisor, Trust Accounting

Job

Zenith American Solutions

Bothell, WA (In Person)

Full-Time

Posted 6 days ago (Updated 15 hours ago) • Actively hiring

Expires 6/12/2026

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Job Description

Position Summary The Supervisor, Trust Accounting provides daily leadership and oversight to a Trust Accounting team in accordance with Company guidelines, client needs, and regulatory requirements. "Has minimum necessary access to Protected Health Information (PHI) and Personally Identifiable Information (PII) by Job Description/Role." Key Duties and Responsibilities
  • Provides daily leadership and supervision to staff consistent with management values and mission.
  • Assigns, distributes, and monitors quality and quantity of work produced, ensuring employees are held accountable for consistently meeting quality and production requirements.
  • Develops staff through performance management, goal setting, training, and effective employee relations.
  • Optimizes workflows/processes, tools, and staff allocation to ensure efficient and cost-effective day to day operations.
  • Employs management oversight measures to ensure ongoing compliance with regulatory and legal guidelines.
  • Reviews and approves timecards, time off requests, and validates the accuracy of labor allocations and payroll processing information.
  • Maintains current knowledge of assigned Plan(s) and effectively applies knowledge.
  • Prepares and/or reviews account reconciliations, accruals, and financial statements for reasonableness and to confirm compliance with Generally Accepted Accounting Principles.
  • Reviews 941 and 945 Forms for accuracy; ensures timely filing with IRS.
  • Provides oversight of cash management; approves bank transactions and online administration.
  • Conducts new hire and ongoing training to staff.
  • May participate in year-end audit process acting as initial point of contact to outside auditors.
  • Performs other duties as assigned. Minimum Qualifications
  • Bachelor's degree in Finance or Accounting.
  • Four years of experience in accounting including one year in a supervisory or mentoring role.
  • Thorough understanding of common accounting principles and practices.
  • Working knowledge of accounting software.
  • Strong organizational skills with a demonstrated attention to detail and the ability to meet deadlines.
  • The ability to communicate clearly and professionally, both verbally and in writing.
  • Strong work ethic and the ability to work effectively in a team environment.
  • Exceptional customer service skills and ability to effectively communicate with all levels of the organization.
  • Computer proficiency including Microsoft Office tools and applications. Preferred Qualifications
  • Experience working in a third-party administrator, insurance, or health and welfare environment.
  • Prior experience in Taft-Hartley trust administration.
  • Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee of this job.
Duties, responsibilitie...

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