Trust & Estate Accountant | Forensic & Probate Focus

SingerLewak LLP; Los Angeles (CA); On-site; USD 75,000 - 95,000; Full time

Job summary

SingerLewak LLP in Los Angeles seeks a Trust & Estate Accountant to join our public accounting practice. This role focuses on transforming financial records into accurate trust, estate, and probate accountings, with emphasis on reconciliation and detailed supporting schedules.

The successful candidate will advance expertise in fiduciary taxation, forensic accounting, litigation support, and other complex assignments while collaborating with attorneys, fiduciaries, and clients.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field.
• 2+ years of relevant accounting experience preferred.
• CPA is a plus but not required.

Responsibilities

• Prepare trust, estate, fiduciary, and probate accountings.
• Reconcile bank, brokerage, investment, and other accounts.
• Reconstruct activity from bank statements, ledgers, and tax records.
• Analyze receipts, disbursements, income, gains, and asset changes.
• Prepare asset inventories and detailed schedules.
• Trace transactions and investigate discrepancies.
• Perform GL analyses and adjust entries as needed.
• Prepare financial statements and other reports.
• Assist with fiduciary tax return preparation.
• Collaborate with managers, directors, attorneys, and clients.

Skills

Detail-oriented

Analytical skills

Problem solving

Excellent written and verbal skills

Ability to identify discrepancies

Organizational skills

Team collaboration

Proficiency in Excel

Reconciliations (bank/investment/GL)

Understanding of debits/credits/GL/dbl

Forensic accounting experience

Public accounting experience

CPA eligibility or progress toward CPA

Education

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

Job description

SingerLewak LLP in Los Angeles seeks a Trust & Estate Accountant to join our public accounting practice. This role focuses on transforming financial records into accurate trust, estate, and probate accountings, with emphasis on reconciliation and detailed supporting schedules.

The successful candidate will advance expertise in fiduciary taxation, forensic accounting, litigation support, and other complex assignments while collaborating with attorneys, fiduciaries, and clients.