Accountant, Financial Analyst, Financial Reporting

Location: Coopersburg

Description

About the Role

We are seeking a detail-oriented and reliable Trust Accountant to support the financial administration and reporting of various trust accounts. The ideal candidate has strong analytical skills, high attention to detail, and experience managing fiduciary accounting, trust distributions, and compliance-related documentation. This role requires accuracy, confidentiality, and the ability to meet strict deadlines.

Key Responsibilities

+ Maintain and reconcile multiple trust accounts, ensuring accuracy and compliance with applicable laws and guidelines.

+ Prepare monthly, quarterly, and annual trust financial statements.

+ Process trust receipts, disbursements, transfers, and distributions.

+ Track and allocate income, expenses, fees, and gains/losses to appropriate trust entities.

+ Manage fiduciary tax documents such as Form 1041, K-1s, and related filings (depending on company needs).

+ Maintain records for trust documents, amendments, and supporting financial documentation.

+ Assist with audits, reporting requests, and inquiries from beneficiaries, attorneys, or internal stakeholders.

+ Ensure compliance with internal policies, trust agreements, and regulatory requirements.

+ Support forecasting, budgeting, and year-end closing as needed.

Requirements

Qualifications

+ Bachelor's degree in Accounting, Finance, or related field.

+ 2-5+ years of experience in trust accounting or fiduciary accounting preferred.

+ Strong understanding of trust structures, fiduciary principles, and financial reporting.

+ Proficiency with accounting systems; trust-specific software experience a plus.

+ Advanced Excel skills.

+ Strong organizational skills with a high level of accuracy.

+ Ability to meet deadlines and manage multiple priorities.

+ Excellent communication skills and professional discretion.

Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

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All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit  for more information.

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