We are seeking an accounting professional with experience dealing with trust and escrow accounts. This role is fully onsite in West Palm Beach.

Responsibilities:

• Oversee the accounting aspects of a trust or estate intermediate or final settlement
• Recommend form of accounting in terminating trusts in partnership with Settlement Officer
• Gather relevant accounting materials for the outside preparation of judicial and non-judicial accountings, including full, principal only or abbreviated accountings
• Interpret the governing trust instrument and conduct review of accountings to confirm account was funded correctly and that all items were allocated correctly between income and principal during the life of the account
• Work with Trust Officers, Settlement Officers and Estate Officers, along with Trust Counsel and/or Accounting firm, to resolve any accounting issues that may arise
• Review and/or prepare computations of trustee’s commissions in terminating trusts
• Prepare abbreviated and/or cash statement accountings on a limited basis, as requested
• Participate in Quality Control reviews of accountings being filed with a court or governmental agency
• Provide support to broader Trusts & Estates Practice
• Provide expert analysis of our acts as trustee or executor on particular matters including, but not limited to, account funding, receipts and disbursements, or investment performance