Trust & Estate Accountant

SingerLewak • Los Angeles, CA

9h

About The Position

SingerLewak is seeking a detail-oriented Trust & Estate Accountant for its Los Angeles public accounting practice. This is not a traditional bookkeeping position. The role focuses on trust, estate, and probate accountings, including reconstructing financial activity, analyzing receipts and disbursements, reconciling bank and investment accounts, and preparing detailed supporting schedules. The accountant will work with financial records and large volumes of data to investigate discrepancies and produce accurate, well-supported accountings.

The position offers the opportunity to develop specialized expertise and gain exposure to trust and estate matters, fiduciary taxation, forensic accounting, litigation support, bankruptcy matters, and other complex financial assignments. The accountant will work with managers, directors, partners, fiduciaries, attorneys, and clients, and may take ownership of increasingly sophisticated assignments as their skills develop.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• Strong understanding of debits, credits, general ledgers, and double-entry accounting.
• Demonstrated ability to perform detailed bank, investment, and general ledger reconciliations.
• Strong Excel skills and comfort working with large volumes of financial data.
• Excellent analytical and problem-solving skills.
• Ability to identify discrepancies and trace financial transactions through multiple accounts and source documents.
• Exceptional attention to detail and commitment to accuracy.
• Strong organizational skills and ability to manage multiple assignments and deadlines.
• Clear written and verbal communication skills.

Nice To Haves

• Two or more years of relevant accounting experience.
• Public accounting experience.
• Prior trust, estate, probate, fiduciary, tax, or forensic accounting experience.
• CPA license or progress toward the CPA.

Responsibilities

• Assist in preparing trust, estate, fiduciary, and probate accountings.
• Analyze and reconcile bank, brokerage, investment, and other financial accounts.
• Reconstruct financial activity using bank statements, investment statements, general ledgers, tax records, and other source documents.
• Analyze and categorize receipts, disbursements, distributions, income, gains and losses, and changes in trust or estate assets.
• Prepare asset inventories and detailed supporting accounting schedules.
• Trace transactions between accounts and investigate discrepancies.
• Perform general ledger analysis and prepare adjusting entries as appropriate.
• Prepare financial statements and other accounting reports.
• Organize large volumes of financial records into clear, supportable workpapers.
• Assist with fiduciary and other income tax return preparation.
• Work with managers, directors, partners, fiduciaries, attorneys, and clients to obtain information and resolve accounting questions.
• Assist with forensic accounting, litigation support, and other special projects as needed.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level