Trust Accounting Manager

Greenberg Traurig•Miami, FL

1d•Onsite

About The Position

Greenberg Traurig (GT), a global law firm, is seeking a Trust Accounting Manager. This role is responsible for managing the Firm’s Trust Team, maintaining trust records, and overseeing daily operations, including the processing of trust transactions. Regular in-office presence is required to support day-to-day operations, team meetings, training, and relationship building. This role will be based in the Miami office, on an in-office basis, and reports to the Director of Financial Planning & Analysis.

Requirements

Excellent interpersonal and communication skills (oral and written), professional demeanor, and presentation with both internal and external clients, including executive levels.
Ability to establish and maintain effective working relationships with all levels of the organization and collaborate well in a team.
Detail-oriented professional with a strong sense of integrity, outstanding organizational and follow-up skills, and the ability to handle sensitive financial data while efficiently and effectively managing both tasks and people.
Ability to multi-task and work under pressure to meet strict deadlines in a fast-paced environment.
Bachelor’s degree in Accounting, Finance, or related field.
Minimum 5+ years of managerial accounting operations experience, preferably in trust accounting.
Proficient in cash receipts and disbursements processing and recordkeeping, with a comprehensive background in AP/AR functions including invoice management, payment processing, and account reconciliation.
Strong understanding of fiduciary accounting principles and compliance requirements.
Experience in legal, real estate, title, and/or financial services industries.
Experience with multi-client or multi-entity trust environments.
Proficiency in Windows-based software and Microsoft Office Suite applications including Word, Excel and Outlook; including reconciliations and reporting.

Nice To Haves

Knowledge of interest-bearing trust accounts (IOLTA) and related compliance is a plus.
Knowledge of Trust Accounting Software; Aderant is preferred.

Responsibilities

Manages and reconciles trust accounts in compliance with applicable laws and industry standards.
Oversees the cash receipts and disbursements related to client trust transactions.
Ensures timely and accurate posting of deposits, disbursements, and interest allocations.
Maintains detailed records of all trust transactions and ensures proper segregation of client funds.
Collaborates with legal, compliance, and operations teams to ensure proper documentation and authorization of trust-related activities.
Assists in the development and implementation of internal controls and best practices.
Monitors aging trust balances and coordinates timely resolution.
Actively participates in recruiting, training, and onboarding of new hires.
Provides feedback during staff performance appraisals and develops performance management objectives to address concerns, drive engagement and retention, and support separation decisions when necessary.