Senior Trust Accountant

Job Title: Senior Trust Accountant

Location: Miami, Florida

Industry: Financial Services (Fortune 150 Company)

Job Summary:

We are seeking a highly experienced and detail-oriented Senior Trust Accountant with a Public Accounting background to join our dynamic team in Miami, Florida. This role will be responsible for the accounting and financial reporting of trust accounts, ensuring compliance with industry regulations, and internal policies. The ideal candidate will have extensive experience in audit and trust compliance within the financial services sector, with a strong foundation in audit gained from a Big 4 or national public accounting firm.

Key Responsibilities:

• Lead and oversee the accounting, reconciliation, and financial reporting of high-value trust accounts, ensuring adherence to internal controls.
• Prepare and review monthly, quarterly, and annual financial statements for trust accounts, ensuring all reporting is accurate and timely.
• Oversee account reconciliation processes, investigate discrepancies, and implement corrective actions for more than 10 bank accounts.
• Ensure strict compliance with regulatory and industry standards.
• Work closely with internal and external auditors, and regulatory bodies to manage audits and compliance reviews.
• Assist in the implementation of automated accounting systems and process improvements to enhance operational efficiency.
• Collaborate with internal stakeholders, including legal, compliance, risk management, and investment teams, to optimize trust accounting functions.
• Develop and implement best practices and policies for trust accounting operations to ensure consistency and regulatory adherence.
• Leverage public accounting experience to enhance internal controls, audit readiness, and compliance procedures.
• Serve as a subject matter expert for trust accounting issues.

Qualifications & Experience:

• Bachelor’s degree in Accounting, Finance, or a related field (CPA, CFA, or CTFA highly preferred).
• Minimum of 8 years of accounting experience, including experience in Public Accounting (Big 4 or National Firm preferred).
• Expertise in GAAP and regulatory compliance.
• Proficiency in trust accounting systems, financial reporting software, and automated reconciliation tools.
• Advanced Excel skills, including experience with interpreting data, trends and use of pivot tables.
• Exceptional analytical, problem-solving, and organizational skills with attention to detail.
• Excellent verbal and written communication skills, with the ability to interact effectively with executive leadership, legal teams, and regulatory authorities.
• Ability to work independently, lead initiatives, and drive process improvements in a fast-paced environment.