Trust Accountant
Robert Half
We are looking for an experienced Trust Accountant to join a legal organization in Walnut Creek, California in a contract capacity with the potential to become permanent. This position supports the firm’s finance operations by managing trust accounting activities, maintaining compliance with state-specific requirements, and partnering with attorneys and internal accounting teams across a high-volume environment. The ideal candidate brings strong accounting knowledge, sound judgment, and the ability to handle detailed financial transactions with accuracy and professionalism.Responsibilities:• Monitor trust account activity to ensure handling practices align with applicable state rules and internal financial standards.• Apply incoming funds to the appropriate trust accounts, and carry out settlements and refunds based on attorney direction.• Move approved balances to operating accounts to cover receivables, vendor obligations, and related payments.• Prepare and post matter-level journal entries in the accounting system to maintain complete and accurate transaction records.• Review aged and outstanding checks, investigate discrepancies, and support timely resolution of unreconciled items.• Produce trust balance reports, financial summaries, and ad hoc analyses requested by attorneys or leadership.• Perform bank reconciliations, clear open items, and maintain accurate trust account balances.• Partner with Accounts Payable, Collections, General Ledger, and Cash Receipts teams to support coordinated financial processing.• Contribute to trust accounting initiatives, including control improvements, procedure enhancements, 1099 preparation, and other assigned projects.
- ...returns and advise clients among a collaborative team with partners and senior accountants. The role offers hybrid/remote options, real career growth, and competitive compensation with focus on Trusts & Estates and Gift/Estate tax for HNWI clients. #J-18808-Ljbffr Advantage...SuggestedRemote work
$27 - $41 per hour
...needs. As a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial... ...Who You Are: EA (Enrolled Agent), CPA (Certified Public Accountant), or Practicing Attorney with strong tax preparation experience...SuggestedWork at officeLocal areaMonday to Friday- ...clients, and participating in the professional development of staff accountants. You will be an integral part of our team of professionals... ...maintain meaningful relationships with clients, serving as a trusted advisor and providing proactive advice and solutions New...SuggestedWork at officeRemote workFlexible hours
$40 - $44 per hour
...Senior Staff Accountant Location: Concord, CA Position Type: Full-Time Hours: 8:00 am to 4:00 pm Pay Range: $40.00 – $44.00... ...applying high professional skepticism—knowing exactly when to trust technology and when to verify. Modern Tool Adaptability: High...SuggestedFull timeWork at office- DEFINITION Under direction, performs a wide variety of professional accounting duties in the preparation, maintenance and review of CCCERA’s... ...projections. Reviews, analyzes and maintains a variety of trust funds. Manages and participates in activities related to the payroll...SuggestedTemporary workWork at officeLocal areaRemote workFlexible hours2 days per week
$95k - $110k
...highly motivated and technical thinker to join our Corporate Accounting team. The Sr. Accountant is an integral member of our Corporate... ...happy and healthy homes. For over 45 years, its innovative and trusted solutions have helped lawns grow greener, gardens bloom bigger...Work at officeRemote workFlexible hours$145k - $165k
...Wealth Advisory AccountantThis trusted, established, and highly respected SF Bay Area financial management firm is actively interviewing for an Accountant to work on its Wealth Advisory team. Join an environment where accounting expertise, excellent client service, and...Permanent employmentWork at officeRelocation- .... The ideal candidate will have a strong background in tax and accounting, with the ability to navigate complex tax regulations and provide... ...and Sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnershipsConduct...
- Advance your accounting career with Robert Half's Full-Time Engagement Professionals (FTEP) program as a Staff Accountant. Enjoy the stability of full-time employment while gaining experience through diverse, high-impact client assignments across the East Bay.To apply,...Full time
- We are looking for an experienced Accountant to join a financial services organization in Pleasant Hill, California. This Long-term Contract position is suited for someone who can manage core accounting activities, support timely close processes, and deliver accurate reporting...Long term contract
$50 - $70 per hour
...Tax Accountant $50-$70/hour DOE 3-6 Month Contract (Potential to Extend Part-Time) 100% Onsite | Walnut Creek, CA Monday-Friday | 8:00 AM - 5:00 PM Are you a Tax Accountant with strong sales tax experience looking for your next project? We...Contract workPart timeLocal areaImmediate startMonday to Friday$75k - $110k
...Performs other duties as assigned Qualifications ~ BS/BA Degree, accounting preferred ~ Current CPA license ~2+ years individual tax... ...tax preparation/filing experience preferred ~ Form 1041 Trust & Estate and Form 709 Gift return experience preferred ~ Strong...Full timeContract workTemporary workPart timeInternshipWork at officeLocal areaFlexible hours- ...duties as requested. Travel: 0‑10% of the time. Qualifications & Experience Minimum 4‑year Bachelor’s degree in Business, Finance, Accounting, or a related field (alternatively, equivalent experience may be considered). At least 5 years of relevant banking and/or audit...16 hoursWork experience placementFlexible hours
$95k - $120k
...Type: Full Time, Exempt Location: Concord, CA, 100% On-SitePosition Summary:This individual will play a key role within corporate accounting function, owning critical balance sheet areas, supporting month end close activities, partnering with the local production to...Full timeFor contractorsLocal area- We are looking for an experienced Senior Accountant to join our team in Lafayette, California. In this role, you will play a key part in ensuring accurate financial reporting and maintaining the integrity of accounting records. Your expertise will contribute to the smooth...
- Are you an experienced Sr. Accountant looking for a new challenging opportunity with variety? Our team is hiring a Senior Accountant for our Full-Time Engagement Professionals program. This full-time, on-site role in the East Bay Area offers the stability of full-time...Full time
- We are looking for an experienced Senior Accountant to join our client in Concord, California in a contract capacity with the potential for a permanent role. This on-site position is ideal for a hands-on accounting specialist who can oversee daily financial operations,...Permanent employmentContract workImmediate start
$70k - $95k
...Area. Preference will be given to candidates who have managed accounting at a high-growth, small business. Our team is based out of our... ...Keadjian Associates is one of the country's most respected and trusted corporate communications agencies, serving clients nationwide....Hourly payFull timeContract workImmediate start$75k - $81k
...Position Summary Novogradac & Company LLP is searching for a Staff Accountant to join our fast‑growing firm. Under close supervision, the Staff Accountant will complete a variety of tax, audit and other assignments as designated by the Supervisor or Manager. Some positions...Work experience placementWork at officeRemote workFlexible hoursWeekend workAfternoon shift$90k - $100k
Jobot is seeking a Tax Staff Accountant for a top-ranked firm in Pleasant Hill, CA. This role features a competitive salary of $90,000-$100,000 per year, a focus on personal health and family life, and opportunities to work with clients and partners across the firm. Candidates...$30 - $50 per hour
...LHH Recruitment Solutions is hiring a Staff Accountant to process transactions accurately, investigate financial discrepancies and assist with bank reconciliations. This role requires at least 3 years of accounting experience, ERP systems experience and excellent attention...Temporary workWork at officeLocal area$30 - $50 per hour
...LHH Recruitment Solutions is hiring a Staff Accountant to process transactions accurately, investigate financial discrepancies and assist with bank reconciliations. This role requires at least 3 years of accounting experience, ERP systems experience and excellent attention...Hourly payTemporary workWork at officeLocal area$35 - $45 per hour
...Cost Accountant $35-$45/hour 3-6 Month Contract 100% Onsite | Walnut Creek, CA We're seeking a Cost Accountant with strong NetSuite experience to support a key project focused on cost analysis, inventory management, and system setup. What...Full timeContract workLocal area- ...It will be integral to the tax planning of HNWI individuals, Trusts & Estates and will apply tax expertise along with a deep understanding... ...returns while collaborating with partners, clients and senior accountants to identify, explain, and resolve tax issues to ensure that...Remote work
$85k - $95k
...takes resisting the urge to try to control people, and instead, trusting them to make the right decisions. The result of our vibrant... ...#LI-HYBRID The role you're interested in... The Staff Accountant plays a critical role in the preparation and delivery of monthly...Temporary workCasual workWork at officeLocal areaFlexible hoursShift workDay shift$125k - $175k
...and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships Manage existing... ...efficiency Qualifications Minimum 5 years of public accounting experience with an extensive background in taxation CPA or JD...$100k - $140k
...Prepare or review federal and state tax returns for individuals, trusts, and small businesses. Develop tax strategies that align with... .... Minimum of 3 years of experience in tax advisory, public accounting, or financial services. Strong communication and collaboration...Work at office- ...Senior Tax Accountant This is a hybrid role with a well-established, stable and growing firm located in the Concord/Pleasant Hill/Walnut Creek area. They offer stability, career growth and competitive compensation. It will be integral to the tax planning of closely...
$90k - $111k
...we invite you to explore this exciting opportunity with us. Position Summary Novogradac & Company LLP is searching for a Senior Accountant to join our fast-growing firm. The Senior Accountant will manage a variety of tax and other assignments as designated by the Manager...Work experience placementWork at officeRemote workFlexible hoursShift workWeekend workAfternoon shift$90k - $111k
...Position Summary Novogradac & Company LLP is seeking a Senior Accountant to manage a variety of tax and client assignments while supervising and mentoring staff. The role requires independent problem‑solving, client relationship building, and team profitability improvement...Work at officeRemote workFlexible hoursWeekend workAfternoon shift
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