NuView clients execute transactions on a periodic basis, buying and selling assets through their Self-Directed IRA. These transactions are directed by the clients and executed by the IRA Custodian. Each purchase requires a separate funding process, all of which must be accurately documented, reconciled and audited. In addition, all buys, sells, bill-pays, contributions, and distributions pass through the accounting organization for funding and proper record keeping.
NuView Trust company which is chartered in South Dakota, serves as the governing body to hold and report all assets as required to the IRS and to the responsible SD division of banking.
The Director of Accounting and Compliance is responsible for the overall oversight and operation of all NuView IRA operational (client) accounting functions, including those functions set aside by the Trust company to be performed in SD. In addition, he/she has responsibility to enhance and maintain the process and procedures whereby client assets are properly protected against fraud and mismanagement, both externally and internally.
This position will be in charge of performing Trust company reviews, account opening operations, quarterly board meeting preparation, delivering monthly operational reports and support and/or conducting audits. This position may be eligible for a seat at the NuView IRA Senior Management counsel, which will require full participation in setting the goals, prioritizing the resources, establishing policy, and implementing the company’s vision.
This individual will have five or more direct reports, some of whom also have reports.
Bachelor’s degree in accounting or finance
Florida CPA designation
3-year minimum demonstrated management experience of financial personnel
5-year minimum operational accounting experience
Excellent communication skills
Embrace and live the NuView core values
Experience in the following areas desired
Background in Trust Services operations or Trust Department Management
Experience with revocable or irrevocable trusts
Title company management
Intellectual curiosity – driven to improve oneself and grow with the company
Self-starter/Fast Learner – does not require continual guidance
Task driven – will not stop until the work is accomplished
Good communicator – both internally and externally
Develops talent of the employees
Additional Salary Information: Plus Bonus
About NuView IRA
NuView offers investors the most service-oriented self-directed IRA available giving you the ability to effortlessly invest into the alternative assets of your choosing.