Trust Accounting Manager Job at Robert Half (San Mateo)

Manager, Trust Accounting - TPA

We're seeking an experienced financial operations leader who can oversee our TPA...

Location

United States , Fresno

Salary:

75000.00 - 85000.00 USD / Year

Personify Health

Expiration Date

Until further notice

Requirements

Bachelor's degree in accounting, finance, business administration, or related field
Minimum 5 years experience supervising and/or managing teams, or equivalent combination of education and experience
Proficiency in MS applications including advanced Excel skills for financial analysis and reporting
Understanding of trust accounting principles, reconciliation processes, and financial controls
Experience with positive pay systems and funding management processes
Ability to take direction and work effectively with leadership while providing strategic input on trust operations
Strong supervisory skills for managing, training, and developing team members
Good time management skills with highly organized approach to managing multiple priorities
Excellent interpersonal and communication skills with strong customer orientation
Ability to work effectively in team environment while collaborating cross-functionally

Job Responsibility

Lead team operations: Supervise Trust Accounting team employees while providing training, performance management, and development opportunities for team growth
Manage issue resolution: Oversee group inboxes and issue resolution while ensuring timely, accurate responses to internal and external stakeholders
Maintain financial controls: Review and document controls while establishing processes that ensure accuracy, compliance, and operational efficiency across trust operations
Oversee reconciliations: Manage critical reconciliation processes while ensuring accuracy and timely completion of all financial reconciliations and reporting
Lead funding operations: Coordinate funding management and positive pay processes while maintaining accurate tracking and documentation of all fund movements
Build banking partnerships: Develop and maintain strategic bank relationships while serving as primary liaison for banking operations and issue resolution
Support cross-functional needs: Assist other departments in resolution of client and vendor issues while providing reports as needed to support business operations
Provide operational backup: Support other locations as needed while ensuring consistent processes and service delivery across all trust accounting functions
Document processes: Create and maintain comprehensive process documentation while implementing controls that support scalability and compliance

What we offer

Comprehensive medical and dental coverage through our own health solutions
Mental health support and wellness programs designed by experts who get it
Flexible work arrangements that fit your life, not the other way around
Retirement planning support to help you build real wealth for the future
Basic Life and AD&D Insurance plus Short-Term and Long-Term Disability protection
Employee savings programs and voluntary benefits like Critical Illness and Hospital Indemnity coverage
Professional development opportunities and clear career progression paths
Mentorship from industry leaders who want to see you succeed
Learning budget to invest in skills that matter to your future
Unlimited PTO policy because rest and recharge time is non-negotiable

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

Financial Accounting Manager

Morson are proud to be recruiting on behalf of Marshall Land Systems for an expe...

Location

England , Cambridge

Salary:

Not provided

Morson Talent

Expiration Date

Until further notice

Requirements

Big 4 trained (Deloitte, PwC, EY, or KPMG)
Minimum 5 years PQE
Strong experience across audit, financial accounting, and reporting
Proven ability to deliver statutory accounts and manage audits to completion
Ability to quickly assess existing work, identify issues, and take action
Strong stakeholder management skills with the ability to build trust and rapport quickly

Job Responsibility

Deliver statutory financial accounts for a single entity
Manage the audit process, working closely with external auditors
Review existing work, identify issues, and implement solutions quickly
Support corporation tax calculations in line with statutory submissions
Prepare and submit R&D tax credit claims
Collaborate with the internal finance team to ensure smooth delivery

What we offer

High-impact role with immediate responsibility
Competitive day rate, outside IR35
Hybrid working in Cambridge
Opportunity to work within a leading defence organisation

Fulltime

New

Accounting Manager – Funds & Grants

We are looking for an Accounting Manager – Funds & Grants to support the financi...

Location

United States , Castleton on Hudson

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Certified Public Accountant credential, or a master's degree in accounting, or a bachelor's degree in accounting with at least five years of progressive experience
Experience managing treasury functions such as cash positioning, reconciliations, and capital-related financial activity
Proficiency with financial reporting systems, accounting software, and data analysis tools
Demonstrated ability to prepare accurate financial reports and maintain audit-ready records
High level of discretion and reliability when working with confidential fiscal information
Clear communication skills and the ability to provide timely updates on financial issues, controls, and compliance matters

Job Responsibility

Oversee accounting activity across general, special revenue, trust, agency, and capital funds, ensuring transactions are recorded correctly and completed on schedule
Maintain financial records in alignment with New York State education and audit requirements, applying the Uniform System of Accounts to daily accounting practices
Direct cash management activities by monitoring liquidity, supporting short-term planning, and administering investment-related actions within approved guidelines
Complete monthly reconciliations for bank accounts and confirm that cash balances agree with the general ledger and supporting documentation
Prepare financial schedules, reports, and supporting materials required for annual independent audits as well as state and federal reviews
Coordinate grant and contract reporting by tracking eligible expenditures, supporting claims preparation, and helping ensure timely reimbursement activity
Assist with budget development by compiling prior-year results, analyzing financial trends, and providing projections for programs and operations

What we offer

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

Fulltime

New

Accounting Manager

Maybe you’ve built a strong foundation in a larger public practice firm, but you...

Location

Canada , Winnipeg

Salary:

Not provided

Aplin

Expiration Date

Until further notice

Requirements

CPA designation
3–5+ years of public practice accounting experience
Leadership or supervisory experience
Strong technical accounting and tax knowledge
Someone who enjoys building relationships with clients and colleagues
A collaborative, mature, and solutions-oriented mindset
A professional who takes their work seriously — but not themselves too seriously

Job Responsibility

Lead, mentor, and support a team of accounting professionals
Prepare and review year-end files, financial statements, and tax engagements
Review compilation, review, and audit files while providing constructive feedback and guidance to staff
Work closely with entrepreneurial clients and act as a trusted advisor
Support personal tax preparation and client financial reporting needs
Help improve processes, workflows, and client service delivery
Collaborate with a team that values professionalism, accountability, and having fun together along the way

What we offer

Competitive compensation
paid time off
health spending account
additional time off during the holidays

Fulltime

Accounting Manager

Southern New Jersey CPA firm is looking to hire an Accounting Manager with heavy...

Location

United States , Elmer

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting or Finance
5+ years of public accounting experience
2+ years of supervisory experience
CPA required
Advanced Microsoft Excel
QuickBooks required
Excellent analytical, organizational, and communication skills
Solid financial analysis skillset
Excellent communication and interpersonal skills
Strong understanding of GAAP standards

Job Responsibility

Manage and oversee day-to-day accounting, tax, and financial reporting engagements for a variety of clients
Review and prepare complex business, individual, partnership, and trust tax returns
Ensure accuracy and compliance with current GAAP, tax regulations, and firm standards
Lead monthly, quarterly, and annual financial reporting processes for multiple client accounts
Supervise, mentor, and develop accounting staff and seniors, providing technical guidance and performance feedback
Coordinate and review account reconciliations, adjusting journal entries, and supporting schedules
Partner directly with clients to provide financial insights, resolve accounting issues, and support strategic decision-making
Assist with tax planning initiatives and identify opportunities for process improvements and efficiencies
Support audit and assurance engagements as needed, including preparation and review of workpapers and financial documentation
Manage multiple deadlines and client priorities in a fast-paced environment

What we offer

Medical
Vision
Dental
Life and disability insurance
401(k) plan (for contract/temporary professionals)
Free online training

Fulltime

Accounting Manager

Location

United States , Sparks

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Accounting, Finance, or a closely related discipline
At least 10 years of progressively responsible accounting experience
Prior exposure to family office, private wealth, trust, or multi-entity accounting environments is strongly preferred
Demonstrated ability to prepare financial statements and manage month-end close activities with a high degree of accuracy
Experience handling complex intercompany reconciliations and related-party accounting transactions
Strong working knowledge of accounting systems and Microsoft Office, with advanced capability in Excel
Excellent communication skills, sound judgment, and the ability to work independently while collaborating with leadership and external advisors
CPA designation is preferred but not required

Job Responsibility

Lead the monthly close cycle and produce accurate financial statements with supporting schedules for a portfolio of related entities
Maintain the general ledger, review journal entries, and complete detailed account reconciliations to ensure reliable financial records
Track and balance intercompany and related-party activity, resolving discrepancies promptly and documenting transactions clearly
Provide day-to-day guidance to a staff team member supporting accounting and administrative tasks, helping ensure work is completed accurately and on time
Partner with leadership to deliver financial insights, respond to ad hoc requests, and contribute to priority initiatives
Assist with trust-related funding transactions and help prepare and organize associated records and supporting documentation
Serve as a key point of coordination with outside professionals, including tax advisors, legal counsel, banking contacts, and investment partners
Support treasury functions by monitoring accounts, overseeing cash activity, and facilitating wire transfers with appropriate controls
Organize and safeguard confidential financial files while helping maintain adherence to internal accounting standards and applicable requirements

What we offer

Medical, vision, dental, and life and disability insurance
401(k) plan
Free online training

Fulltime

Accounting Manager - Cost

We are a rapidly growing, manufacturing company dedicated to producing high-qual...

Location

United States , El Segundo

Salary:

110000.00 - 150000.00 USD / Year

Beacon Hill

Expiration Date

Until further notice

Requirements

Bachelor's degree in Accounting, Finance, or a related field
2+ years of cost accounting or inventory accounting experience within a manufacturing or production environment
Proficiency in Microsoft Excel and a strong understanding of transactional accounting and standard costing systems

Job Responsibility

Responsible for general cost accounting transactions and activity
Support the month-end close, ensuring accurate inventory reconciliations and manufacturing-related accruals
Conduct gross margin analysis and provide key insights into cost drivers and fluctuations to company leadership
Perform comprehensive flux analysis across inventory, COGS, and overall production activity
Review and validate Bills of Materials to ensure accurate and reliable product costing
Operate as a trusted partner with key personnel – Operations, Production, Supply Chain, etc. to ensure accurate inventory
Perform cycle counts and physical inventory tracking

What we offer

Comprehensive health, dental, and vision benefits
401(k) retirement plan with company match
Generous Paid Time Off (PTO) and paid holidays

Fulltime

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Trust Accounting Manager

Job Description

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