Overview
This role is work-from-anywhere in the US. The Trust Accountant is responsible for accurate recording and reporting of transactions across multiple trust bank accounts. Working under the direction of the Trust Accounting Supervisor, the position supports compliance with state regulatory requirements and performs daily analyses of trust account balances within established deadlines.
Responsibilities
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Trust account maintenance
- Maintain accurate and complete accounting of multiple trust account transactions in accordance with state regulatory requirements.
- Identify, research, and resolve trust account discrepancies and outstanding items promptly.
- Ensure compliance with escheatment laws and proper handling of trust accounts.
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Transaction management
- Review and process daily cash movement requests, including remittances, wire transfers, checks, and other disbursements.
- Record escrow-related transactions and activities across multiple platforms, coordinating with state brokers, agents, company employees, and banks.
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Reconciliations and reporting
- Perform monthly bank reconciliations to ensure accuracy and integrity of records.
- Assist in creating trust reports and performing financial analyses.
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Process improvement and compliance support
- Assist in developing and implementing new processes, policies, or procedures to enhance controls and the accounting environment.
- Partner with Accounting, Operations, and Legal teams to support compliance with Sarbanes-Oxley and other regulatory requirements.
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Communication and collaboration
- Coordinate with internal accounting and finance teams to ensure trust account activity is accurately recorded in the company’s financial records.
- Attend weekly state and team meetings to stay aligned with ongoing trust-related activities and requirements.
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Special projects and additional duties
- Support Treasury Operations projects and other assignments as directed by management.
- Provide backup support to other accountants in the department as needed.
- Maintain database integrity and ensure accurate recordkeeping.
- Perform additional responsibilities as assigned by management.
Requirements
- Associate’s degree or higher in Business, Finance, or Accounting, or equivalent experience.
- Minimum 2 years of experience in finance or accounting.
- Proven experience with bank reconciliations.
- Strong communication skills with the ability to collaborate effectively with internal and external teams.
- Highly organized and proactive, capable of managing work independently to meet deadlines and commitments.
- Detail-oriented with a commitment to accuracy and precision.
- Proficiency with Microsoft Office and Google Workspace applications (intermediate level).
- Ability to prioritize tasks and work efficiently under minimal supervision.
Preferred Qualifications
- 1+ years of experience in the Real Estate industry.
- Knowledge of SkySlope transaction management software.
Compensation & Benefits
- Fully remote environment
- Flexible Time Off for salaried employees
- 401k with 4% match (immediate vesting)
- Robust Medical, Dental, & Vision benefits
- Company provided equipment
- Monthly Technology Stipend
- FSA & HSA with employer contributions
- Health & Wellness incentives
Location
Work-from-anywhere in the US.