Chief Trust Account Manager

2 weeks ago

Sydney, New South Wales, Australia beBeeTrustAccountant Full time $75,000 - $85,000
Job Description

The Role: A Key Function in Our Finance Team

  • Ensure accurate record-keeping to support the analysis and preparation of financial statements.
  • Reconcile trust bank accounts with financial statements and maintain up-to-date accounting records.

Key Responsibilities:

  1. Oversee movement of cashflows from trusts to offices, ensuring accuracy in partner financials and income.
  2. Conduct PEXA verifications for electronic property settlements.
  3. Correspond with legal teams and problem-solve in daily matters.
  4. Investigate financial discrepancies, prepare reports, assist in audits, and advise on matters.
  5. Implement internal controls, problem-solve, and conduct internal investigations to detect suspected fraud and breaches.
  6. Manage controlled monies - invest and withdraw funds and ensure trust compliance.
  7. Liaise with banks/financial institutions to establish investments.
  8. Execute payment plans while liaising with credit teams.
  9. Generate cheque requisitions while liaising with accounts payable teams for third-party payments.
  10. Coordinate and implement improvements post-annual external audits.
  11. Ensure compliance with trust accounting standards and policies as per Legal Profession Uniform Law in NSW, VIC, WA & QLD.

Required Skills and Qualifications:

  • Minimum 3 years' experience in trust accounting.
  • Bachelor's degree in accounting, finance, or similar discipline.
  • Strong understanding of trust account regulations and reporting requirements.
  • Proficient in accounting or practice management software and Microsoft office.
  • Attention to detail, strong communication, time management abilities, and tactical problem-solving.
  • Excellent communication and written skills.
  • Strategic, analytical, and organized thinker.
  • CPA or CA qualification desirable.

Benefits:

  • Opportunity to work in a dynamic finance team.
  • Chance to develop skills in trust accounting and financial analysis.
  • Collaborative and supportive work environment.

Others:

  • Competitive salary package.
  • Generous benefits and leave entitlements.

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