We are looking for a highly skilled Senior Trust Accountant with expertise in investment accounting to join our team in Walnut, California. This role is ideal for an experienced and detail-oriented individual who excels in managing complex financial portfolios, trusts, and partnerships. If you thrive in a high-level, independent role while contributing to team initiatives, we invite you to bring your analytical and organizational skills to our dynamic environment.<br><br>Responsibilities:<br>• Prepare detailed financial statements for family trusts, partnerships, and associated entities.<br>• Conduct general ledger reconciliations, post journal entries, and manage month-end and year-end financial close processes.<br>• Monitor and manage cash flow, assets, liabilities, and oversee accounts payable operations.<br>• Analyze and report on investment performance, including venture capital and private equity portfolios.<br>• Provide support for estate planning, tax-related activities, and family financial inquiries.<br>• Generate semi-annual financial statements and quarterly reports on asset holdings.<br>• Collaborate with the outgoing incumbent to ensure a seamless transition of responsibilities.<br>• Operate independently in a senior-level role while contributing to team objectives when necessary.

• Minimum of 5 years of experience in trust accounting, investment accounting, or a related field.<br>• Advanced knowledge of fund administration and management of investment portfolios.<br>• Proven expertise in handling equity investments and preparing financial statements.<br>• Strong understanding of accounts payable processes and general ledger reconciliations.<br>• Proficiency in month-end and year-end financial close procedures.<br>• Exceptional analytical skills with the ability to monitor and report on investment performance.<br>• Ability to work independently and take ownership of high-level responsibilities.<br>• Excellent organizational and communication skills to support estate planning and tax-related tasks.

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