When You've Got Roots, It's Easy to Grow.
Thank you for your interest in employment with Leanin' Tree!
Leanin' Tree is the nation's leading fine art greeting card publisher and #1 rated alternative greeting card manufacturer. Leanin' Tree has been bringing the best in art and words together for more than 60 years. Our headquarters offices and manufacturing facility are located in beautiful Boulder, Colorado.
TFO FINANCIAL ASSOCIATE
The TFO Financial Associate position supports the VP of TFO, Company Shareholders, and Board of Directors. This position is responsible for accounting activities for multiple entities, various tax-related duties, administrative duties such as filing, tracking and record-keeping, fine artwork database management, communication with banks, lenders, financial advisors, real estate advisors, attorneys, and accountants while maintaining absolute confidentiality, professionalism, and accuracy.
JOB DUTIES INCLUDE BUT ARE NOT LIMITED TO:
-Managing accounting transactions including: AP/AR, reconciliations, statements, note amortizations, tracking life insurance, monthly, quarterly and annual accounting close for numerous entities, full accounting cycles, complex journal entries, income statements, balance sheets, cashflow projections, Sub-S and Trust accounting, complex tax basis accounting, and quarterly & annual income tax filings.
-Managing personal and business financial statements, ratios, and financial measurements.
-Producing reports and summaries including proofing/editing.
-Participating in department budgeting, expense reduction, efficiency and streamlining.
-Tracking and facilitating complex projects.
-Assisting with legal paperwork such as Wills, Powers of Attorney, Partnership Agreements, Trusts, and business contracts.
-Assisting VP in fulfilling trustee, executor and personal representative duties.
-Supporting the fine artwork collection and asset database/software, handle artwork pieces, photograph and document artwork, generate insurance readouts/submittals.
-Performing administrative duties including: restocking supplies, scheduling deliveries and pickups, bank deposits, scheduling meetings and meeting prep, taking notes, storing and maintaining filing systems, researching and producing data/reports to internal clients, maintaining memberships including processing of dues payments, processing mail, issuing invoices, copying & shredding.
-Updating and recording department procedures/task lists.
-Assisting with identity theft protection, and fraud detection and protection. Risk management and risk reduction techniques.
Excellent accounting and mathematical skills.
Proficient, fast, and accurate keyboarding, PC, and telecommunication skills.
High degree of accuracy and the ability to continuously self-proof/self-audit.
Excellent follow-through skills. Ability to finish all work completely, accurately, and on time.
Physical and electronic file structuring, file management, archiving skills.
Ability to multi-task, improvise, adapt and respond to internal client questions or problems as they arise, ability to work under deadline pressure and maintain focus with shifting priorities.
Good general essay writing and letter writing ability; compose/publish professional correspondence.
Current and valid Colorado Driver's License required and good driver history.
Excellent interpersonal skills and ability to work alone or within a team to get results.
Bachelor's degree in Business or Accounting or closely related major, along with significant related work experience. CPA a plus.
Four or more years of experience in a closely related field such as public accounting, general tax advisory, auditing, tax-related legal work, or forensic accounting.
Computerized accounting in a business structure with exposure to corporate filings and correspondence, project and time management, customer service techniques, and community relations. Successful candidate will have experience working directly with and in support of senior executives
Please send your resume and cover letter with salary requirements to:
Leanin' Tree, Inc.
Attn: Human Resources
P.O. Box 9500
Boulder, CO 80301
Leanin' Tree seeks to provide a healthy, productive, energetic, and enthusiastic work environment reflecting a high regard for the value of our employees. We offer competitive compensation and excellent, comprehensive benefits.
To apply for an open position, please email, fax or send your resume and cover letter to:
Leanin' Tree, Inc.
P.O. Box 9500
Boulder, CO 80301
Leanin' Tree is an Equal Opportunity Employer. It is the ongoing policy and practice of Leanin' Tree to provide equal opportunity in employment to all employees and applicants. No person shall be discriminated against in any condition of employment because of race, color, national origin, sex, religion, age, sexual orientation, disability or veteran status.
The following benefits are available to full-time regular employees. Part-time employees working 20 hours per week or more are also eligible for benefits.
Health Insurance - comprehensive medical, dental, prescription, and vision care, with a choice of PPO plans (Basic or Enhanced).
Paid Time Off (PTO) - includes 16 days vacation/sick time earned each year.
10 Paid Holidays - 10 days per year, including one floating holiday
Volunteer Time - 8 hours provided each year to volunteer at not-for-profit organizations, including schools.
Short-Term and Long-Term Disability Insurance
Dependent Childcare/Health Care Flexible Spending Accounts
Employee Assistance Program (EAP)
Generous Employee Discounts
Employees are eligible for most of our benefits the first of the month following completion of 30 days from date of regular employment.
This is a summary of the Leanin' Tree benefits provided for general information. Actual coverage is defined by plan documents available through the Human Resources office. Our benefits are subject to change.
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