Trust Accountant

Description 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. Requirements - At least 3 years of accounting experience, preferably within a law firm or other services setting.

- Background in trust accounting or closely related financial work, with a solid understanding of transaction control and compliance.

- Hands-on experience preparing journal entries and working across general ledger functions.

- Strong attention to detail with the ability to process financial activity accurately in a fast-paced environment.

- Effective communication skills and the ability to work with attorneys, clients, and internal teams across multiple locations.

- Proven ability to manage competing priorities, adapt quickly to changing demands, and work independently with minimal supervision.

- Proficiency with Microsoft Office applications, especially Excel, along with comfort using accounting software.

- Accounting training, coursework, or equivalent practical experience in finance or bookkeeping.

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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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