Trust Accountant

Who you are

• Associate’s degree or higher in Business, Finance, or Accounting, or equivalent experience
• Minimum of 2 years of experience in finance or accounting
• Proven experience with bank reconciliations
• 1+ years of experience in the Real Estate industry (preferred)
• 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)
• Knowledge of SkySlope transaction management software a plus
• Ability to prioritize tasks and work efficiently under minimal supervision
• If you think you’d make a great match for this position but don’t meet all the requirements, we would still encourage you to apply!

What the job involves

• The Trust Accountant is responsible for the accurate recording and reporting transactions across multiple trust bank accounts
• Operating under the direction of the Trust Accounting Supervisor, this role ensures compliance with state regulatory requirements and performs daily analyses of trust account balances within appropriate deadlines
• In addition, this role will provide backup support to other accountants in the department and will assist on special projects as assigned
• Trust Account Maintenance:
• Maintain and ensure accurate and complete accounting of multiple trust account transactions in accordance with state regulatory requirements
• Identify and research trust account discrepancies and resolve outstanding items promptly. o Ensure compliance with escheatment laws and proper handling of trust accounts
• 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, working closely with state brokers, agents, company employees, and banks
• Reconciliations and Reporting:
• Perform monthly bank reconciliations to ensure accuracy and integrity of records
• Assist in creating trust reports and performing financial analyses
• Process Improvement:
• Assist in the development and implementation of new processes, policies, or procedures to enhance controls and the accounting environment
• Partner with Accounting, Operations, and Legal teams to ensure compliance with Sarbanes-Oxley and other regulatory requirements
• Communication and Collaboration:
• Liaise 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
• Special Projects:
• Work on Treasury Operations projects and other assignments as directed by management
• Provide backup support to other accountants in the department as needed
• Other Duties:
• Maintain database integrity and ensure accurate recordkeeping
• Undertake additional responsibilities as assigned by management

Benefits

• Medical coverage, including dental and vision benefits
• Company provided equipment (laptop, monitor, headset)
• FSA plan
• 401k with a 4% match
• Stock option grant
• Fully remote environment