Job Overview
We are seeking an experienced Trust Accountant to provide accurate and timely support to the trust accounting function. This is a fantastic opportunity for a detail-oriented individual with strong communication skills.
About Us
Our organization prides itself on delivering exceptional client service with a friendly and collaborative ethos. Mutual trust and respect are at the heart of everything we do.
The Role
This role requires excellent communication and organizational skills, ensuring that all finance issues are resolved efficiently and effectively.
Key Responsibilities
* Ensure accurate record-keeping to support the analysis and preparation of financial statements;
* Reconcile trust bank accounts with financial statements and maintain up-to-date accounting records;
* Manage movement of cashflows from trust to office, ensuring accuracy in Partner's financials and income;
* Conduct PEXA verifications for electronic property settlements;
* Correspondence with legal teams and problem solving in daily matters;
* Conduct financial investigations, prepare reports, assist in audits and advise on matters;
* Exercise internal controls and problem solving and conduct internal investigations to detect suspected fraud and breaches;
* Controlled monies - invest and withdraw funds and ensure trust compliance;
* Liaise with banks/financial institutions to establish investments;
* Execute payment plans while liaising with credit team;
* Generate cheque requisitions while liaising with accounts payable team for third party payments;
* Coordinate and implement improvements post annual external audits; and
* Ensure compliance with trust accounting standards and policies as per Legal Profession Uniform Law in NSW, VIC, WA & QLD.
Requirements
* Minimum of 3 years' experience in trust accounting;
* Bachelor's degree in accounting, finance or similar discipline;
* Strong understanding of trust account regulations and reporting requirements;
* Proficient in accounting or practice management software and Microsoft office;
* Attention to detail, strong communication, time management abilities and tactical problem solving;
* Excellent communication and written skills;
* Strategic, analytical, and organized thinker; and
* CPA or CA qualification is desirable.