Trust Accountant
CFS
Job Description
Job title: Trust Accountant Location: Cleveland, Ohio (hybrid schedule) Salary: $85,000-$103,000 + Bonus
About the Company Our client is a nationally recognized professional services firm known for its strong culture, collaborative environment, and continued growth across multiple U.S. markets. This organization offers employees a highly visible leadership team, long-term career growth opportunities, hybrid flexibility, and a team-oriented environment where employees are genuinely valued. The firm has consistently been recognized as a top workplace and continues to expand its footprint nationally.
Key Responsibilities (Trust Accountant): • Oversee trust account activity including deposits, disbursements, wire transfers, and check processing • Perform daily, weekly, and monthly trust account reconciliations and resolve discrepancies • Monitor trust balances to ensure compliance and prevent overdrafts • Ensure compliance with IOLTA regulations and applicable state bar trust accounting rules • Coordinate trust account audits and compliance reviews
Qualifications (Trust Accountant): • Bachelor’s degree in Accounting, Finance, or related field • 5+ years of accounting experience within a legal, fiduciary, or trust accounting environment preferred • Strong working knowledge of IOLTA regulations and trust accounting compliance requirements preferred
Ideal Personality Fit (Trust Accountant): • Highly detail-oriented and process-driven • Professional and confident communicator who can work directly with attorneys and leadership • Self-motivated with the ability to manage competing priorities independently
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