hello320_5638000_42%3Ad96f517b-5b66-4411-86dd-cef06d65ce38goodbyehello320_5638000_42%3A05b7bc93-61cf-41ba-a840-6284da217dc2goodbye Trust Accounting Manager - Clarity Recruiting

Trust Accounting Manager

On behalf of an ultra-high net worth family trust, we are conducting a search for a Trust Accounting Manager. The Trust holds more than 30 institutional real estate properties and multiple operating entities in over 100 operating companies.

We are looking for a trusted professional to work for the Trust overseeing its assets and operating companies and to act as a point person between all parties. This professional will ultimately be responsible for accounting, reporting, cash management and administration, including coordination of tax information with such professionals.

This professional will initially work in the offices of an affiliated Global Real Estate Advisory firm reporting to its CFO and work closely with other senior professionals, while learning and transitioning into this role. Ultimately, this person is expected to work in the Trust’s office and report to the co-Trustees. This is a hands-on position with growth potential as the Trust grows and moves through generations. Additional resources may be added over time based on the need.



• Record, track and manage all cash activity, including processing of wires and checks

• Prepare and record journal entries along with analyzing and reconciling all accounts

• Monthly, quarterly, and annual financial statement and supporting documentation preparation

• Prepare both Trust FMV and Tax books

• Forecasts and budgets for both accounting and tax data

• Prepare and track workpapers for Trust step-ups on real estate assets

• Prepare annual income and principal cash reconciliations for distributions

• Analyze and service all interfamily debt

• Ad hoc reporting as needed

• Develop a system of controls and authorization work flows for the Trustees

• Reconcile bank accounts and analyze source documents and related account information for proper

G/L coding

• Track and record investment K’1s

• At the direction of the CFO or Trustees, coordinate with Legal and other third-party professionals



• 10 years of experience working in a family office or similar setting

• Bachelors in accounting or a CPA

• General knowledge of taxation, particularly of real estate assets

• Highly organized, efficient and detail oriented

• Excellent communication skills

• Advanced proficiency in MS Excel and Word

• Knowledge of Mitchell Humphrey FMS, Yardi Voyageur or other general ledger systems

Comp: $150-200k

Apply to this Job

    How It Works


    Meet your dedicated recruiter in person to explore your experience and goals + identify opportunities that fit your skillset and expectations.

    Intro call

    Be prepared to discuss your background, career goals and expectations. If youre a fit for our open roles, well schedule an in-person meeting.

    Meet & match

    Meet your dedicated recruiter in person to explore your experience and goals + identify opportunities that fit your skillset and expectations.

    Interview & place

    Your Recruiter will work closely with you to submit your resume to open roles and work to secure interviews at top companies.

    What our clients are saying about us

    Healthcare Startup
    Anonymous Client
    We have consistently received excellent service and candidates every time we ask. It has been the best experience I have ever had with an agency.
    The LGB&T Community Center
    Ryan McCallister
    Great support and values alignment with Clarity and our organization.
    Simons Foundation
    Anna Beekman
    They are great at what they do! Experts in the field and I trust them.They respond quickly to my emails and send over great candidates. I can always count on them!
    Rebecca James
    Great candidate sourcing, timely responses and making sure that we were satisfied with our chosen candidate. It was a really easy recruitment experience.
    Scarlett Huang
    Working with Clarity has been a really great experience. They really looked for jobs that suit my interest and they’ve been really helpful in the process.
    Lincoln Center for the Performing Arts
    Lucy Gram
    Clarity has been wonderful! They are responsive, positive, and treat job seekers like people rather than skillsets.
    Bain & Co.
    Lucile Clay
    I am always giving Clarity Recruiting contact information out to people. This recruiting company changed my life and I am so happy to be where I am now. I couldn’t have done it without you all!
    Communications Agency
    "Working with Clarity is just easy...they just get it. It's also a two-way relationship. They work to help us find great candidates, and we help them by giving them feedback. Plus, it's fun to work with them!"
    Kathleen Riley
    Clarity provided a great pool of vetted candidates and a super helpful and responsive team!
    Metropolitan Public Strategies
    Jason Heard
    We chose Clarity because they're a local, women owned firm with an excellent reputation!
    Brit + Co.
    Ashton Kamphuis
    Clarity is always extremely easy to get in contact with even with last minute requests.
    Robyn B.
    Clarity has not only placed me in my current role, they have helped me place other candidates in roles across AKQA as our recruitment partner. Occasionally we need last minute temporary placements for our Reception desk, and Matt always brings in the best candidates.
    Tom Martin
    Always have had great experiences, met strong candidates, and have built wonderful partnerships with the Clarity Team!
    Christine Cook
    Clarity is awesome! Definitely the best staffing agency I've ever worked with. Highest quality candidates and best communication.
    Leonie Derrie
    Every candidate that Clarity sends to Landor has been first-rate!

    Find your

    Next Step

    Not sure what you’re looking for? We can still help!
    Submit your resume and we’ll reach out if we have a great match.