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Sr. Trust Accountant

Sr. Trust Accountant

LHHWalnut, CA, US
9 days ago
Job type
  • Full-time
Job description

Job Description

Job Description

A Senior Trust Accountant needed for midsize company located in the City of Industry.

This role manages the financial records and transactions of a trust on behalf of the trustee.

They ensure that the trust's assets are properly handled and that all accounting complies with legal, ethical, and regulatory requirements.

Benefits include matching M / D / V, 401k, paid holidays, sick and vacation days.

Key duties and responsibilities will include, but not be limited to :

Maintains detailed and accurate financial records of all trust-related transactions, including income, expenses, receipts, and disbursements.

Regularly reconciles the trust's bank accounts and other financial records to resolve any discrepancies and ensure accurate reporting.

Prepares comprehensive financial statements for the trust's beneficiaries and provides

them with clear, transparent information about the trust's financial health.

Helps value and track the trust's assets, which can include real estate, investments, and bank accounts.

Ensures all trust accounting procedures adhere to state trust laws, specific trust agreements, and other relevant regulations.

Manages the tax activities for the trust, including the preparation of required federal,

state, and local tax returns.

Handles the calculation and distribution of trust income and assets to beneficiaries according to the terms of the trust.

Requirements :

BA / BS Degree Required.

Min of 3 years of experience.

Strong general ledger accounting experience.

Adv Excel skills,

Excellent communication and detailed oriented.

For immediate consideration, please email resume to sharon.walker@lhh.com.

Pay Details : $90,000.00 to $110,000.00 per year

Search managed by : Sharon Walker

Equal Opportunity Employer / Veterans / Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https : / / www- uat.lhh.com / us / en / candidate -privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and / or security clearance requirements, including, as applicable :

  • The California Fair Chance Act
  • Los Angeles City Fair Chance Ordinance
  • Los Angeles County Fair Chance Ordinance for Employers
  • San Francisco Fair Chance Ordinance

Massachusetts Candidates Only : It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

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Sr Accountant • Walnut, CA, US

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