Current Openings

1. Technical Accounting:
   • Lead the technical accounting research and analysis of complex transactions.
   • Lead the new accounting guidance implementation.
   • Ensure proper accounting treatment in compliance with relevant accounting standards (e.g., ASC 326, ASC 842, ASC 740, etc.).
   • Provide accounting guidance on new business initiatives, product offerings, and acquisitions (if any).
   • Analyze emerging accounting pronouncements and assess their impact on the firm’s financial statements and operations.
2. Accounting Policies:
   • Develop and properly document firm-wide accounting policies that support compliance with U.S. GAAP and business growth.
   • Provide trainings to Finance team members before publishing and implementing new policies. 
3. Financial Reporting (External vs. Internal):
   • Oversee the preparation and review of external and internal financial statements, including monthly, quarterly, and annual reports.
   • Ensure the accuracy and timeliness of financial reporting to management, regulators, and stakeholders.
   • Prepare the annual financial statements in accordance with U.S. GAAP.
4. Regulatory Reporting:
   • Monitor changes in regulatory reporting requirements (e.g., FINRA) and ensure the firm’s compliance with applicable rules and regulations.
   • Prepare and file regulatory reports such as the FOCUS filings required by FINRA.
   • Work closely with compliance team to ensure proper documentation and reporting of financial activities.
5. Audit and Tax Coordination:
   • Coordinate with external auditors to ensure successful and efficient audits.
   • Coordinate with external tax preparers to ensure successful and efficient tax compliance matters (e.g., tax returns, tax extensions, etc.).
6. Internal Controls and Process Improvement:
   • Design and implement effective internal controls to ensure the integrity and reliability of financial reporting.
   • Identify opportunities for process improvements in technical accounting, accounting policies, and financial reporting functions to enhance efficiency.
7. Projects:
   • Provide support for special projects for Dunham (e.g., syncing internal and external financial reporting).

• Certification: CPA.
• Education: Bachelor’s degree in Accounting.
• Experience:
  • Minimum of 15 years of experience in accounting, with at least 10 years in a technical accounting and financial reporting role.
  • Experience with independent technical accounting research and documentation (e.g., position papers, technical accounting memorandum, etc.) as well as new guidance implementation.
  • Experience with developing, documenting and implementing accounting policies.
  • Experience with external financial reporting (e.g., full sets of financial statement preparation) and internal financial reporting (e.g., financial reporting package to the department heads, C-levels, and board of directors).
  • In-depth knowledge of U.S. GAAP.
  • Experience in a multi-entity organization. 
• Skills and Abilities:
  • High work ethics. 
  • Strong experience in technical accounting, accounting policies, financial statement preparation, and internal controls.
  • Track record of providing high quality deliverables to meet all internal and external deadlines.
  • Proficiency in mid-size accounting software.
  • Excellent communication and interpersonal skills, with the ability to collaborate effectively with various departments and stakeholders.
  • Manage multiple priorities in a fast-paced environment.

• Combination of Big Four public accounting and industry experience.
• Experience in technical accounting and financial reporting within the investment management industry.
• Master’s degree in Accounting.

TRUST OFFICER

Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, Dunham Trust Company was chartered in 1999. The firm also has offices in Las Vegas, Nevada, Wyoming and Colorado.

The DTC Trust Officer is responsible for the coordination of services and administration of trust and agency relationships, including living, testamentary, and a variety of irrevocable trusts, probate, guardianships, investment advisory, and custody accounts.

This is not a remote or hybrid opportunity, the position requires Las Vegas local residency and in-office work. We are not able to sponsor visas at this time.

Essential Functions:

• Develop professional relationships with clients and their dependents and function as the clients’ trusted advisor, anticipating their wealth planning needs;
• Coordinate fiduciary and administrative services for clients;
• Administer multi-generational trusts, often with discretionary income and principal payments distributed among multiple family members, while managing financial risk;
• Execute the terms of any estate plan or document in which DTC serves as trustee, executor, personal representative, guardian, or agent for fiduciary, often exercising broad discretion for beneficiaries with competing interests;
• Collaborate with clients’ advisors, including attorneys and accountants, to develop and implement a comprehensive wealth plan and to ensure proper tax planning;
• Ensure all internal compliance and proper documentation requirements are met, consistent with internal fiduciary policies and procedures regarding new business and asset acceptances, discretionary actions, and all other policies, procedures, and guidelines;
• Contribute meaningfully to business development by proactively prospecting for clients and building the business pipeline by soliciting and receiving referrals from existing clients, internal business partners, and centers of influence;
• Participate actively in community affairs and professional associations and attend community and/or industry-specific forums, conferences, and/or meetings in order to broaden relationships, network, and continually deepen knowledge of trends, practices, products, and competitors;
• Serve as valued team member and resource for other DTC and affiliate team members; provide back-up for other Trust Officers as needed.

Education Required:

Bachelor’s degree required

Professional license (CTFA, CFP, CPA preferred)

Experience Required:

Minimum of 5 years of demonstrated personal trust administration experience;

Demonstrated understanding of financial markets and investment theory.

Other Requirements:

Demonstrated history as a self-starter with tremendous initiative and accountability

Ability to travel to client locations as needed;

Ability to work under intensive deadlines with frequent interruptions;

Excellent presentation and verbal/written communication skills;

Able to use independent judgment and discretion to interact with internal and external customers to provide excellent service;

Professional, confident, and positive demeanor;

Excellent organizational skills with outstanding attention to detail;

Dunham Trust Company (DTC) offers a wide range of traditional trust services designed to meet virtually any client need, from custodial accounts and safekeeping of assets, to family trusts, wealth management and investment options. Headquartered in Reno, Nevada, DTC was chartered in 1999. The firm also has executive offices in Las Vegas, Nevada, Loveland, Colorado and Cheyenne, Wyoming.

Dunham Trust Company, Inc. (DTC) accepts applications for future career opportunities even though there may not be current openings. If you would like to be considered for future positions, please attach your resume and cover letter (optional, but helpful) and answer the few questions attached to this application. 

Salary depending on position, location, education, and experience.

Dunham is a thought leader in the financial services industry. The way we work is a direct reflection of our company culture; we believe in accountability, putting our clients first, and constantly striving for growth. Since 1985, Dunham has grown to become a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. 

Dunham is an independently owned, registered Broker/Dealer helping Financial Advisors and individual investors reach their long-term goals. The firm's focus is on providing disciplined wealth management solutions and related services. 

Dunham & Associates Investment Counsel, Inc. (DAIC) accepts applications for future career opportunities even though there may not be current openings. If you would like to be considered for future positions, please attach your resume and cover letter (optional, but helpful) and answer the few questions attached to this application. 

Salary depending on position, location, education, and experience.