Note: The job is a remote job and is open to candidates in USA. H&CO is one of the leading professional services firms providing domestic and international accounting, tax and technology advisory services. The Trust Accountant is responsible for managing the accounting and financial reporting activities of trusts, estates, and related entities, ensuring compliance with fiduciary requirements and supporting clients and trustees.
Responsibilities
- Maintain accounting records and financial transactions for trusts and related entities
- Prepare bank and investment account reconciliations
- Assist with the preparation of financial statements and client reports
- Prepare and review trust account reconciliations, including bank, investment, and brokerage accounts.Process and record trust transactions, receipts, disbursements, distributions, and journal entries
- Support trust administration activities and coordinate with internal and external stakeholders
- Ensure compliance with fiduciary requirements, company policies, and regulatory standards
- Respond to client inquiries and maintain accurate documentation and records
Skills
- Bachelor's degree in Accounting, Finance, Business Administration, or a related field
- 4+ years of accounting experience, preferably in trust accounting, fiduciary services, estate administration, family office, wealth management, or public accounting
- Strong understanding of accounting principles (GAAP)
- Proficiency in Microsoft Excel and accounting software
- Excellent organizational and time-management abilities
- Effective verbal and written communication skills
- Ability to handle confidential information with professionalism and discretion
- Strong client service orientation and interpersonal skills
- Experience working with trusts, estates, partnerships, or investment accounting is highly preferred
- Experience with trust accounting systems and financial reporting tools is a plus
Company Overview
Company H1B Sponsorship