Trust Accountant Job at Robert Half (Walnut Creek)

Senior Tax Accountant, Trusts & Estates

Our growing, collaborative, and supportive tax practice is looking for a Senior ...

Location

United States , Gaithersburg

Salary:

Not provided

Lanigan Ryan

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or Economics or equivalent experience
Certified Public Accountant (CPA) or Enrolled Agent (EA) preferred
JD or LLM credentials will be considered and are welcomed
At least 3-6 years of public accounting experience
Experience preparing and reviewing fiduciary income tax returns and estate tax filings
990 experience preferred
Maintains in-depth knowledge of federal and state estate, gift, and trust tax regulations and statutes, including how situs impacts planning, compliance, and administration across jurisdictions
Knowledge of accounting and tax software
Highly motivated with the desire to grow and develop this practice area
Passion for helping clients with estate planning, compliance, and wealth transfer needs

Job Responsibility

Review and prepare estate, trust, and fiduciary income tax returns as well as individual and business returns
Review and prepare fiduciary accounting for trusts, estates, and guardianships in accordance with applicable statutes and court rules
Ensure multi-state compliance with probate, inheritance, estate, and fiduciary income tax statutes and regulations, including state-of-situs variations
Conduct estate, gift, and generation-skipping transfer (GST) tax planning for high-net-worth clients, including wealth transfer strategies
Provide consulting on complex trust, estate, and individual tax matters, including year-end and multi-year projections (cash flow, estimated tax, and distribution planning)
Provide estate and trust administration support, ensuring compliance with federal and state tax laws by situs
Supervise and mentor staff accountants, reviewing work and guiding client engagements
Research complex estate, gift, and trust tax issues and clearly document findings and recommendations
Build and maintain strong client relationships with families, beneficiaries, and their advisors

What we offer

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Life insurance
Long-term disability insurance
Paid time off
Parental leave
Professional development assistance

Trust Tax Accountant

This role will consist of ensuring accurate and timely preparation of trust tax ...

Location

United States , Wilmington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

5+ years of trust tax experience
2+ years of management/supervisory experience
Credentialed tax professional – CPA, EA or LLM
Proficient Microsoft Office skills, Advanced Excel
Trust or Financial services industry is also strongly preferred

Job Responsibility

Manage individual and corporate trust accounts
Assist with IRS filing systems
Keep abreast of all Trust rules and regulations
Identify and mitigate potential risk issues
Assist with client tax filing
Initiate the auditing process
Source and build prospect client pipeline
Build strong relationships with outside wealth advisors

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Senior Accountant – Estates & Trusts

BLS is seeking a professional to join our growing Estates & Trusts Practice Grou...

Location

United States

Salary:

Not provided

Belfint Lyons & Shuman, P.A

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, or equivalent
3-4 years accounting experience in a tax environment
CPA certification, or evidence of working towards certification
Broad tax knowledge on gift, estate, and fiduciary income tax issues
Ability to work both independently

Job Responsibility

Preparing tax returns that include complex gift, estate, and fiduciary income for individuals and entities, including Forms 1041, 1041A, 5227, 990PF, 706, and 709
Providing guidance and advice on estate planning, anticipated or recent inheritance, lifetime charitable giving, and asset protection
Maintaining current knowledge of creating a trust and interpreting trust documents
Forecasting tax liability based on past and future transactions
Developing and maintaining relationships with client attorneys and financial advisors
Making inquiries to various tax authorities
Reviewing changes in work performed from prior years, considering changes in client’s accounting procedures and making adjustments to comply with changes in tax laws or accounting pronouncements
Conducting tax planning and consultations with clients
Mentoring new staff on assignments

What we offer

Flexible work options available
Career advancement
Nurturing, open-door environment
Resources and tools needed to succeed
Ongoing training
Mentoring to guide you through your career

Senior Tax Accountant - Estate & Trust

We are currently seeking a Senior Tax Accountant with a specialization in Estate...

Location

United States , Elk Grove Village, McHenry, Elgin, Woodridge, IL

Salary:

105000.00 - 115000.00 USD / Year

Porte Brown LLC

Expiration Date

Until further notice

Requirements

3+ years of current Public Accounting Experience
Experience preparing Form 1041 Fiduciary Income tax returns
Experience preparing Form 709 Gift Tax returns
Experience preparing Form 706 Estate Tax returns
Experience preparing Deceased Taxpayer Income Tax returns
BA/BS Degree in Accounting, Finance, or related field
CPA Certification
or eligible to sit for the CPA exam
Proficiency with tax software, MS Office, and working knowledge of QuickBooks
Strong client rapport and project management skills

Job Responsibility

Assist partners and managers in consulting with closely held business and individual clients on financial and tax planning matters
Prepare tax returns, including consolidated or multi-state business returns, complex pass-through entities, and complex individuals
Identify and research all aspects of estate and trust engagements, including planning, research, compliance and reporting
Reading through trust agreements and wills to determine appropriate filings and estate structure
Complete monthly and quarterly accounting projects at client locations
Demonstrate an interest in practice development
Advises and coaches team members and sets example by demonstrating high energy level and enthusiasm
Actively supports new initiatives
Identify opportunities to improve assignment profitability and efficiency
Pursues self-development opportunities

Senior Accounts Assistant

We're excited to be recruiting exclusively, for this brand-new position as an Ac...

Location

United Kingdom , Ashford

Salary:

30000.00 - 35000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

An AAT qualification or are Qualified by experience
Previous Accounts Assistant experience
An excellent telephone manner
The ability to contribute effectively to an enthusiastic team

Job Responsibility

Post all sales ledger invoices to clients
Post all sales ledger receipts
Identify receipt of Client Trust funds and maintain detailed records
Post all purchase ledger invoices
Post all purchase ledger payments
Produce profit & loss and balance sheets from Sage Line 50
Management accounts produced on spreadsheet for Finance Director and Chief Executive
Analyse accounts by Regional areas and by Client
Reconcile client trust accounts
Raise sales invoices to clients

What we offer

25 days annual leave + Bank holidays
Annual pay reviews
Discretionary company performance related bonus

Fulltime

Trust Compliance Analyst

Our client is hiring a Trust Compliance Analyst to ensure compliance with trust-...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Strong attention to detail
Experience with account reconciliations
Experience in banking, trust compliance/accounting
Degree in Accounting/Finance
Minimum of 2 years of experience in a similar role
Proficient in Microsoft Excel and Microsoft Word
Experience with auditing
Ability to perform Ad Hoc Analysis
Strong financial analysis skills
Responsible for daily reconciliation tasks

Job Responsibility

Reconciling trust transactions and accounts
Preparing journal entries and schedules
Reviewing compliance for preneed and endowment care trust processes
Managing deadlines
Collaborating with business locations
Supporting audits and tax filings
Staying up-to-date on regulatory changes

What we offer

Medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Trust Administrator

Financial Services company located in the Greater Delaware area seeks a Trust Ad...

Location

United States , Wilmington

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

3+ years legal and/or trust administration experience
MUST be proficient in MS Excel
Experience with AccuTrust, Cheetah, SEI or SunGard software a plus
Strong organizational skills

Job Responsibility

Manage individual and corporate trust accounts
Assist with trust administrative activities
Keep abreast of all Trust rules and regulations
Identify and mitigate potential risk issues
Assist with database maintenance
Initiate the auditing process
Source and build prospect client pipeline
Build strong relationships with outside wealth advisors

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Semi Senior or Senior, Trusts & Estates

The role is for a Semi Senior or Senior to join the Trusts & Estates team, actin...

Location

United Kingdom , Bristol or Weymouth

Salary:

Not provided

Albert Goodman LLP

Expiration Date

Until further notice

Requirements

ATT or AAT qualified
2 to 3 years’ practice experience, preferably in trusts, estates or private client work
Confident and collaborative team player
Excellent communication skills with the ability to build trusted client relationships
Strong attention to detail, discretion and a proactive approach

Job Responsibility

Managing a portfolio of trusts and/or estates, ensuring accurate and timely administration
Supporting junior members of the team
Preparing trust and estate accounts, income tax returns, inheritance tax forms and related calculations
Supporting executors with estate administration and probate requirements
Liaising with trustees, beneficiaries, solicitors and investment managers
Assisting senior colleagues with succession and estate planning projects
Providing clear, practical guidance to clients in a professional and empathetic manner

What we offer

A minimum of 25 days holiday which increases with length of service
Option to buy and sell holiday
Annual salary review
Hybrid working
Payment of any professional subscriptions relevant to your role
Group pension scheme
Life assurance, which includes access to a smart health app
Employee assistance programme for you and your family
One volunteering day per year
Cinema Society discounts

Fulltime

Trust Accountant

Robert Half

Location:
United States , Walnut Creek

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 04, 2026

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