Position: Trust Accountant
Location: Midtown (hybrid)
Salary: $130k -- $170k + Bonus
Boutique Family Office seeks a Trust Accountant to join their Team!!
++Responsibilities++
- Maintain full-cycle Accounting for personal and trust accounts using QuickBooks and supporting spreadsheets.
- Maintain and reconcile bank accounts for personal and trust structures.
- Execute bill-pay and other approved transactions under established authorization procedures.
- Coordinate fund movements among personal accounts, trusts, and family branch LLCs with documented approval.
- Record and reconcile distributions received from business entities in coordination with the Controller function.
- Provide monthly reports to support trustee oversight and tax preparation.
- Provide notarization of office documents as needed.
- Prepare organized tax handoff packages for the outside CPA firm for personal and trust returns.
- Coordinate with the CPA firm throughout the year on account questions, documentation, and tax-related follow-up.
- Prepare trust-level financial information for trustees
- Handle routine coordination with owners on personal and trust Accounting matters.
++Qualifications++
- Bachelor's degree in accounting, finance, or a related field.
- 7+ years of bookkeeping or accounting experience, including meaningful exposure to personal, trust, or family office accounting.
- Direct experience in a family office, trust company, or comparable private wealth setting.
- Strong working knowledge of QuickBooks and Excel.
- Notary commission, or willingness to obtain one promptly upon hire.
- Demonstrated discretion in handling highly confidential financial and personal information.
- Strong trust-based professional references.
