Trust Accounting Associate Job at Robert Half (Los Angeles)

Accounting Associate

About the Company: Our client is a leading asset manager within the digital asse...

Location

United States , Stamford

Salary:

90000.00 - 130000.00 USD / Year

Arrow Search Partners

Expiration Date

Until further notice

Requirements

Bachelor’s degree in accounting
2-5 years of accounting experience
CPA preferred
Experience with digital currencies preferred

Job Responsibility

Assist in the operations of the AP function for multiple legal entities
Maintain the general ledger, track and book accrued expenses, and prepare monthly reconciliations of digital assets and cash accounts
Process vendor/service provider invoices
Assist in preparing internal and external financial reporting deliverables
Generate underlying supporting documentation and tie-out of the quarterly financial statements
Support accounting needs for each of the investment trusts with daily reconciliations of digital assets, calculation of each fund’s net asset value, and expenses incurred
Support accounting operations including maintaining the general ledger, recording realized and unrealized gains/losses, and reconciling fund assets
Publish fund performance and NAV daily on various platforms
Assist in responding to auditor requests

Tax Associate Director – Inheritance & Trust Specialist

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
Strong experience and the ability to lead projects, with support from senior members of the team, in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters
An in depth, up to date, knowledge of taxation including Trust and IHT related matters
Experience of reviewing Trust accounts and associated tax aspects
Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
Experience of dealing with client senior management
Can guide and supervise less experienced colleagues
Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
Staff management experience
Leads projects of varying scale and complexity

Job Responsibility

Manage funds, businesses and trusts of individuals, families and entrepreneurs
Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs
Work across a truly diverse portfolio of global clients
Work proactively and manage your own tasks
Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

What we offer

Health and wellness programmes
Pension plan with matched employer contributions
Private medical access for you and your family
Income protection plan
Holiday purchase scheme (up to 10 days additional leave)
Bike to work scheme
Agile working
Programmes, resources, and frameworks for career development
Mentoring and coaching
State-of-the-art collaboration spaces

Associate Account Manager - Digital

The Interactive Account Manager works closely with the Clients Interactive Produ...

Location

India , Mumbai

Salary:

Not provided

Hogarth

Expiration Date

Until further notice

Requirements

Around 5 years solid Project Management experience in a similar capacity
Very high competence in project management software such as Microsoft Project and Omniplan
Experience in costing, quotations, and project scope definition
Analytical and detailed in project documentation, accountability, and tracking
Pragmatic team player with excellent written and verbal communication skills
The ability to function productively in a fast paced, high-pressure environment
High level of IT literacy, including use of spreadsheets
Strong numeracy skills
Prioritization, time management, and attention to detail
Resilience and ability to work under pressure

Job Responsibility

Organize teamwork, create a balanced work schedule and ensure people are able to deliver results
Flag any potential team issues to the line manager and be actively involved in finding a solution
Identify training requirements for team members to ensure their adherence to processes and improve workflow
Strict adherence to client confidentiality policy
Set and manage client expectations regarding deliverables and timeframe while coordinating and ensuring all parties follow the agreed workflows
Identify and escalate areas for improvement of existing workflow and processes
Build strong, trusting relationships and communication with all key stakeholders, function leads, cross functional producers, senior managers from Marcom, and 3rd party vendors that are directly involved with the work
Manage the approval of quarterly budgets and proactively manage your projects within time and budget, escalating any risks to project delivery
Demonstrate ability to write, prepare and present documents, presentations, and reports to support your work
Ensure your projects deliver consistently against all contractual obligations including SLAs and KPIs

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

Financial Operations Associate

The FOA will provide detailed accounting/bookkeeping support and work directly w...

Location

United States

Salary:

Not provided

Supporting Strategies

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance or related discipline required
At least five (5) years’ practical bookkeeping/accounting experience required
Must be authorized to work in the U.S.
5+ years of transactional accounting work in a professional environment required
Experience using QuickBooks and/or similar cloud-based accounting software for/in a professional organization
Capacity and commitment to work 20-30 hours a week
Confidence in learning and embracing new technology to solve issues
Strong written and verbal communication skills
Willingness to follow established policies and procedures consistently and accurately
A passion for and sense of personal satisfaction in delighting clients and helping businesses succeed

Job Responsibility

Demonstrate a thorough understanding of professional accounting and bookkeeping practices
Stay current on the latest cloud-based accounting technology
Support client onboarding process for all assigned client engagements in accordance with defined process
Execute, as applicable, processes related to accounts payable and accounts receivable management, accounting entries, closing the books monthly as well as preparing financial reporting and analysis. May also include payroll, HR administration and special projects as assigned
Collaborate with your manager and other Associates on your team to ensure all clients are delighted with our services through timely and effective communication, delivery on deadlines and stellar accounting support
Manage day-to-day relationships with clients while performing within established processes and budget parameters
Identify and recommend to your manager areas where Supporting Strategies may be able to provide additional services or tools to drive additional client value and efficiency
Embrace coaching and feedback provided by your manager and implement changes as needed to help meet team and client goals

What we offer

Remote, work-from-home opportunities
Flexibility that allows for a very comfortable work/life balance
Variety to tasks
Daily interactions with team members and clients

Parttime

Experienced Tax Associate

Our Tax Department is currently seeking an Experienced Tax Associate. The ideal ...

Location

United States , Encino

Salary:

65000.00 - 85000.00 USD / Year

Gursey | Schneider LLP

Expiration Date

Until further notice

Requirements

2-3 years of public accounting and tax-related experience
Ability to prepare a working trial balance and make year-end adjusting entries
A broad understanding of tax law with specialized knowledge in one or more areas, such as individual and corporate taxation of pass-throughs, estate and gift tax, investment advisory, and financial planning
Bachelor's degree in Accounting, Finance, or other business-related fields
CPA eligible or in the process of obtaining a CPA certification
Proficiency in Excel and Word is required

Job Responsibility

Prepare and assist with multi-state and federal income tax returns for high-net-worth individuals, corporations, partnerships, entities, estates, and trusts
Support Senior Staff and Managers with year-end projections and quarterly estimates
Assist with new tax compliance approaches from reviews to analysis
Conduct thorough research and remain up to date with tax laws
Liaise regularly with senior staff, managers, and clients while maintaining strong verbal and written presentation skills

What we offer

comprehensive medical, dental, and vision insurance
retirement savings
life and disability insurance
profit sharing and 401(k) match
certification incentives
education assistance
referral program
profit-sharing plan contributions
paid parental leave
generous holiday and PTO pay

Fulltime

Project and A/P Accounting Assistant

Location

United States , Berkeley

Salary:

30.00 - 40.00 USD / Hour

MIG

Expiration Date

Until further notice

Requirements

Associate’s degree in any field
Relevant experience in accounting (required)
Experience with and understanding of applications of Federal Accounting Rules, billing A/R management and supporting projects in professional services consulting and design-build contracts is preferred
Software proficiency in accounting software (Deltek or similar), Word and Excel (required)
Excellent skills in written and verbal communication for internal team communication as well as external client communication
High level of integrity and trust, which references can verify
Professional and approachable demeanor, positive attitude, and a sense of urgency and responsibility/dedication to ensure tasks are carried through to completion and in a timely manner
Detail-oriented and can complete tasks accurately (attention to detail and accuracy are vital to this role)
Proactive, organized, efficient, and adaptable teammate who can work under deadlines and is willing to pitch in to help others

Job Responsibility

Collaborative Teammate: work as part of a cross-office, cross-discipline team of professional planners, designers, and technical staff
Dual Role: firmwide resource and have an integral role in the company’s accounting and related administration
Project Accountant duties (40% of time): day-to-day project accounting transactions
Project accounting/invoicing/project billing: Generate monthly invoices
coordinate with PMs and Principals
submit invoices to client
process subconsultant A/P invoices
Project set up in Deltek including the project team, budgets, phases/tasks, and sub consultants
Contracts: Work with project teams to ensure contract compliance and understanding of contract terms
tracking for signatures and end dates

What we offer

Flexible work schedule
Rewarding work environment
Creative atmosphere that allows for professional development and career advancement opportunities
Comprehensive benefits program including paid time off (PTO)
10 paid holidays
medical, dental, vision, FSA, and HRA with employer contributions
401K matching

Fulltime

Trust Tax Assistant Manager/ Manager

Our Trust Tax team offers a plethora of carefully tailored services to an equall...

Location

United Kingdom , Birmingham

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Experience in providing trust and estate advice to high net worth individuals
Proven specialist technical private client experience, and the ability to deal with complex trust tax issues, gained within a practice environment
Experience of reviewing Trust accounts and associated tax accounting aspects (e.g. computing tax pools)
Experience of dealing with HNW clients
Staff management experience
CTA and/or STEP qualified (or equivalent)

Job Responsibility

Act as a point of contact within the firm for the client together with the other senior staff
Deal with all matters relating to the management of a portfolio of existing clients including billings and cash collection within the firm’s criteria
Pro-actively manage their own workload
Provide overall support to Senior Managers and Directors on client matters
Assist Directors in the management of the day-to-day delivery of all trust tax compliance and trust accounts work

What we offer

Health and wellness programmes
Pension plan
Private medical
Income protection plan
Holidays
Bike to work scheme

Trust Accounting Associate

Robert Half

Location:
United States , Los Angeles

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
March 20, 2026

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