Sr. Trust Accountant Job at LHH, Walnut, CA

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  • LHH
  • Walnut, CA

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 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.

Job Tags

Local area, Immediate start,

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