Trust Accountant Job at Robert Half (Los Angeles)

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

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

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

Senior Accountant

We are looking for an experienced Senior Accountant on a contract basis to overs...

Location

United States , Richardson

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting or related field is required
Demonstrated leadership experience, preferably in accounting or trust account management
Expertise in handling trust accounts and performing bank reconciliations
Familiarity with the legal industry and its trust account regulations is highly preferred
Strong knowledge of bank account operations and reconciliation best practices
Proven ability to document processes, analyze root causes, and recommend actionable improvements
Excellent organizational and communication skills to manage priorities under tight deadlines
High attention to detail, urgency, and commitment to delivering accurate results

Job Responsibility

Supervise and mentor a team of senior accountants, ensuring accurate and timely reconciliation of multiple client trust accounts
Manage trust account operations across various locations, overseeing thousands of active cases
Analyze reconciliation challenges, document root causes, and develop detailed procedures to address issues effectively
Propose and implement process improvements and software solutions to enhance case-level tracking and reconciliation accuracy
Collaborate with IT, legal, and banking stakeholders to ensure compliance with industry standards and best practices
Communicate progress, updates, and actionable recommendations to firm leadership and external partners in a clear and thorough manner
Establish methods to monitor and track losses, developing strategies to mitigate risks and enhance reporting capabilities
Coordinate with external teams to implement reconciliation tools and streamline workflows for efficiency
Ensure deadlines are met while maintaining high standards of accuracy and attention to detail in all reconciliation tasks

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Trust & Private Client Manager

This is a specialist trust-focused position within the Private Client team, resp...

Location

United Kingdom , Preston

Salary:

40000.00 - 50000.00 GBP / Year

Butler Rose

Expiration Date

Until further notice

Requirements

Proven experience in trust accounting and trust taxation within an accountancy practice
Strong knowledge of UK trust taxation, inheritance tax, and capital gains tax
Confident managing a portfolio and reviewing work at Manager level
ACA, ACCA, ATT, CTA, or STEP qualified (or equivalent experience)

Job Responsibility

Preparation and review of annual trust accounts for discretionary, interest in possession, and bare trusts
Oversight of accounting records and schedules for associated pension schemes and family charitable trusts
Preparation and review of trust tax returns, including income tax and capital gains tax
Calculation of inheritance tax 10-year and exit charges
Preparation and submission of IHT100 and IHT400 returns
Managing HMRC correspondence and acting as first reviewer prior to Partner sign-off
Processing beneficiary income and capital payments
Liaising with banks, trustees, beneficiaries, solicitors, and investment managers
Working closely with the wider tax team to ensure accurate and timely information flow
Managing trust-related WIP, billing, and recoveries

What we offer

Flexible working: full or part-time hours considered
Exposure to a varied and technically interesting private client trust portfolio
Manager-level responsibility with clear career progression
Supportive team structure and Partner oversight
Pension scheme
Professional development support

MGR M-Pesa Treasury (Trust)

To manage and control M-Pesa Trust accounts by ensuring that all electronic mone...

Location

Congo, the Democratic Republic of the , Kinshasa

Salary:

Not provided

Vodafone

Expiration Date

Until further notice

Requirements

Strong knowledge of Trust accounting and e-money regulations
Advanced reconciliation and analytical skills
Risk management and internal control implementation
Strong communication and stakeholder coordination skills
High attention to detail and compliance orientation
Deep understanding of M-Pesa Trust structures and regulations
Strong knowledge of Central Bank (BCC) requirements
Proficiency in G2 systems and bank reporting structures
Advanced Microsoft Excel and financial analysis skills
Knowledge of Vodacom / Vodafone treasury standards

Job Responsibility

Manage and oversee all M-Pesa Trust bank accounts, ensuring full alignment between e-money control accounts and corresponding trust bank balances
Monitor CPR limits, trust funding levels, and partner balances to ensure regulatory compliance and liquidity adequacy
Prepare and submit required Trust and Central Bank (BCC) reports, ensuring accuracy, completeness, and timeliness
Maintain active access and reporting oversight through the Central Bank (BCC) reporting portal
Manage trust account flows in G2 system and ensure correct posting and mapping of trust transactions
Ensure correct accounting treatment of all trust operations in line with IFRS, OHADA, and regulatory standards
Perform daily, weekly, and monthly reconciliation between trust bank statements and e-money control accounts
Investigate and resolve any discrepancies between Trust bank movements and M-Pesa system records
Support internal and external audits related to Trust governance, AML, and e-money regulations
Implement and strengthen internal controls around trust fund movements to mitigate fraud, leakage, or regulatory breaches

Fulltime

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