5 Amazing trust accountant Resume Examples (Updated 2023) + Skills & Job Descriptions

trust accountant

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trust accountant: Resume Samples & Writing Guide

Employment history

Lead Trust Accountant, Crowe Horwath Indianapolis, Indiana

March 2023 – Present

Prepare trust account reconciliations
Develop and implement trust account policies and procedures
Prepare and review trust account budgeting and forecasting

Trust Accountant, Crowe Horwath Indianapolis, Indiana

March 2022 – February 2023

Prepare and review trust account budgeting and forecasting
Manage trust accounts and investments
Investigate and resolve trust account discrepancies

Jr. Trust Accountant, Deloitte New York, New York

March 2021 – February 2022

Monitor and analyze trust account activity
Prepare financial statements and other reports
Investigate and resolve trust account discrepancies

Education

University of Michigan, Ann Arbor, Michigan

Bachelor of Science in Accounting, February, 2021

Skills

Emotional Intelligence

Documentation

Leadership

Risk Management

Cash Flow Management

Bookkeeping.

Auditing

Financial Reporting

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Employment history

Lead Trust Accountant, Moss Adams Seattle, Washington

May 2016 – Present

Prepare financial statements and other reports
Prepare trust account reconciliations
Prepare and review trust account budgeting and forecasting

Associate Trust Accountant, Crowe Horwath Indianapolis, Indiana

November 2015 – April 2016

Monitor and review trust account transactions
Maintain trust account documents and records
Monitor and analyze trust account activity

Junior Trust Accountant, PwC New York, New York

May 2014 – October 2015

Monitor and review trust account transactions
Coordinate and review trust account audits
Prepare and review trust account tax returns

Education

Boston College, Boston, Massachusetts

Bachelor of Arts in Finance (Accounting), April, 2014

Skills

Decision Making

Professionalism

Teamwork

Negotiation

Financial Forecasting

Cash Flow Management

Data Entry

Account Reconciliation

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Employment history

Senior Trust Accountant, Deloitte New York, New York

February 2018 – Present

Prepare and review trust account budgeting and forecasting
Manage trust accounts and investments
Provide advice and guidance to clients regarding trust accounts

Trust Accountant, Grant Thornton Chicago, Illinois

August 2017 – January 2018

Manage trust accounts and investments
Monitor and review trust account transactions
Investigate and resolve trust account discrepancies

Entry Level Trust Accountant, Deloitte New York, New York

January 2017 – July 2017

Prepare and review trust account budgeting and forecasting
Prepare financial statements and other reports
Manage trust accounts and investments

Education

Georgetown University, Washington, D.C.

Certified in Financial Forensics (CFF), December, 2016

Skills

Accounting

Written Communication

Technical

Quality Assurance

GAAP

Financial Forecasting

Internal Controls

Reconciliation

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Professional Summary

A highly experienced Trust Accountant with an extensive background in accounting and auditing. Skilled in financial analysis, reporting, and compliance with industry regulations.

Employment history

Senior Trust Accountant, Deloitte New York, New York

July 2013 – Present

Develop and implement trust account policies and procedures
Ensure compliance with applicable laws and regulations
Investigate and resolve trust account discrepancies

Associate Trust Accountant, BDO USA Chicago, Illinois

January 2013 – June 2013

Maintain trust account documents and records
Coordinate and review trust account audits
Develop and implement trust account policies and procedures

Entry Level Trust Accountant, Plante Moran Southfield, Michigan

July 2012 – December 2012

Provide advice and guidance to clients regarding trust accounts
Prepare trust account reconciliations
Maintain trust account documents and records

Education

University of Pennsylvania, Philadelphia, Pennsylvania

Master of Science in Business Administration (Accounting), May, 2012

University of Pennsylvania, Philadelphia, Pennsylvania

Bachelor of Arts in Business Economics (Accounting), May, 2008

Skills

Negotiation

Reporting

Accounting

Troubleshooting

Internal Controls

Microsoft Excel

Financial Reporting

Payroll

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Employment history

Senior Trust Accountant, Crowe Horwath Indianapolis, Indiana

October 2020 – Present

Prepare and review trust account budgeting and forecasting
Prepare trust account reconciliations
Monitor and analyze trust account activity

Associate Trust Accountant, Plante Moran Southfield, Michigan

March 2020 – September 2020

Develop and implement trust account policies and procedures
Investigate and resolve trust account discrepancies
Monitor and review trust account transactions

Entry Level Trust Accountant, Grant Thornton Chicago, Illinois

March 2019 – February 2020

Prepare and maintain trust account records
Prepare financial statements and other reports
Monitor and review trust account transactions

Education

University of Michigan, Ann Arbor, Michigan

Certified Public Accountant (CPA), January, 2019

Skills

Planning

Organization

Visualization

Time Management

Sarbanes-Oxley

Financial Reporting

Account Reconciliation

Microsoft Excel

Use This trust accountant Resume Template

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trust accountant Job Descriptions; Explained

If you're applying for an trust accountant position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.

When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.

trust accountant

Representing the client’s or organization’s interests
Agreeing project objectives
Providing advice on the management of the project
Organizing the various professional people working on the project ( usually bookkeepers and junior accountants)
Making sure that all the aims and deadlines of the project are met with professional, diligent and due care
The use of different systems has equipped me with the knowledge of being on edge when it comes to new developments in the project to maintain high standards
Overseeing the accounting, taxation, and budgeting Ensuring that all relevant financial considerations are taken into account and where necessary brought into attention of management

trust accountant

Account for the fixed asset register for third party interests and accounting for depreciation onsuch assets
Capitalize the interest payable on loans borrowed from financial institutes or third partypersonnel
Pass necessary journal entries and prepare cash trial and bank reconciliation statement.
I’m also required to make decisions on the relevant internal controls and the safeguards that go with them.
Providing proper feedback to my superiors in relating to financial matters, audits and tax related matters and give solutions going forward on how to solve the problem at hand.

trust accountant Job Skills

For an trust accountant position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.

How to include technical skills in your resume:

Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.

Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."

Account Reconciliation
Tax Preparation
Financial Analysis
Auditing
Compliance
Budgeting
Cash Flow Management
Accounts Payable/Receivable
Reconciliation
Bank Reconciliation
Financial Reporting
GAAP
QuickBooks
Microsoft Excel
Financial Forecasting
Sarbanes-Oxley
Internal Controls
Cost Accounting
Data Entry
Payroll
Bookkeeping.

How to include soft skills in your resume:

Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.

Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.

Communication
Interpersonal
Leadership
Time Management
Problem Solving
Decision Making
Critical Thinking
Creativity
Adaptability
Teamwork
Organization
Planning
Public Speaking
Negotiation
Conflict Resolution
Research
Analytical
Attention to Detail
Self-Motivation
Stress Management
Collaboration
Coaching
Mentoring
Listening
Networking
Strategic Thinking
Negotiation
Emotional Intelligence
Adaptability
Flexibility
Reliability
Professionalism
Computer Literacy
Technical
Data Analysis
Project Management
Customer Service
Presentation
Written Communication
Social Media
Troubleshooting
Quality Assurance
Collaboration
Supervisory
Risk Management
Database Management
Training
Innovation
Documentation
Accounting
Financial Management
Visualization
Reporting
Business Acumen
Process Improvement
Documentation
Relationship Management.

How to Improve Your trust accountant Resume

Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.

Employment history

Chief Trust Accountant, Plante Moran Southfield, Michigan

March 2018 – Present

Ensure compliance with applicable laws and regulations
Coordinate and review trust account audits
Manage trust accounts and investments

Associate Trust Accountant, KPMG New York, New York

March 2017 – March 2018

Prepare trust account distributions
Prepare and review trust account budgeting and forecasting
Ensure compliance with applicable laws and regulations

Jr. Trust Accountant, KPMG New York, New York

October 2015 – March 2017

Education

University of Florida, Gainesville, Florida

Bachelor of Arts in Accounting, August, 2015

Skills

Data Analysis

Project Management

Process Improvement

Public Speaking

Compliance

Accounts Payable/Receivable

Sarbanes-Oxley

GAAP

Include your Contact Information and Job Descriptions

Missing job descriptions lessens your chances of getting hired.

Key Insights

Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
Keep job descriptions short but don't just list your jobs.
Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.

How to Optimize Your trust accountant Resume

Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.

Employment history

Chief Trust Accountant, Moss Adams Seattle, Washington

October 2017 – May 2022

Provide advice'n'guidance to clients regardin' trust accounts.
Ensure complyance with applicible lawes and regulatons.
Prepair and maintane trust acount recordes.

Trust Accountant, PwC New York, New York

March 2017 – September 2017

Manege trust acconts and investmants.
Provide advice'n' guidance to clients regardin' trust accounts.
Moniter and analyse trust account activty.

Junior Trust Accountant, Grant Thornton Chicago, Illinois

September 2016 – February 2017

Prepair trust acount distrubutions.
Maintane trust accont documants an records.
Manege trust aaccounts nd investmens.

Education

Georgetown University, Washington, D.C.

Master of Science in Business Economics (Accounting), July, 2016

Georgetown University, Washington, D.C.

Bachelor of Arts in Business Economics (Accounting), July, 2012

Skills

Time Management

Customer Service

Documentation

Coaching

Reconciliation

Microsoft Excel

Auditing

Bank Reconciliation

Correct Grammar and Address Gap Years in Your Resume

Don't leave unexplained gaps in your work history.

Key Insights

When explaining gaps in your employment section, start by being honest.
Elaborate on the gap and show that you never stopped learning.
Explain and elaborate any gap in your work history by highlighting new skills.

trust accountant Cover Letter Example

A cover letter can be a valuable addition to your job application when applying for an trust accountant position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.

Lead Trust Accountant
BDO USA
Chicago, Illinois

Greetings BDO USA Hiring Team

I am excited to apply for the Lead Trust Accountant position at BDO USA. As a highly skilled Trust Accountant with 2 years of experience in Accounting & Auditing, I am confident that I can contribute significantly to your organization.

My diverse life experiences have taught me the importance of adaptability, creativity, and resilience. Whether it was on the job, or simply on my day to day, I have learned to navigate challenges and find innovative solutions. I am confident that I possess the skills and expertise necessary to excel in the position at BDO USA and I am excited about the opportunity to grow with a team that values these qualities and contribute to your organization's growth and success.

I cannot stress enough how thrilled I am about the chance to join a team of like-minded individuals who share my values and passion for this amazing field. Thank you for considering my application and I hope for the chance to work together.

With gratitude,
Ted Clark
750-873-2947
[email protected]

Ted Clark

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