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Trust Accounting Jobs in Georgia (NOW HIRING)

Trust Associate

Alpharetta, GA

$15.50 - $20.50/hr

Responsibilities include the opening and closing of accounts, performing accounting functions related to charitable trust accounts, and ensuring accuracy and timeliness of transactions in accordance ...

Trust Associate

Alpharetta, GA · On-site

$15.50 - $20.50/hr

Responsibilities include the opening and closing of accounts, performing accounting functions related to charitable trust accounts, and ensuring accuracy and timeliness of transactions in accordance ...

Trust Accountant

Atlanta, GA · On-site

$56K - $81K/yr

Basic Qualifications: • 1-3 years of relevant experience in accounting and treasury functions • ... build trust, amplify productivity, and empower talent, is unmatched. It's this expertise that ...

Also oversee Gift Annuity and Charitable Trust Accounting for foundations. Develop, implement and maintain accounting policies, procedures and internal controls to promote accurate financial ...

New

... premium trust accounting standards • Perform financial analysis, variance reporting, and cost center performance reviews • Drive process improvements, automation, and accounting system ...

Nick Schnyder Law Firm is seeking an experienced Bookkeeper with a strong background in law firm accounting, including trust account and IOLTA management. This role is critical to ensuring financial ...

Trust Administration Manager

Atlanta, GA · On-site

$100K - $120K/yr

Tax & Regulatory Compliance * Assist accounting department to prepare all required tax returns ... Prepare periodic trust statements and reports for the court, counsel, and stakeholders. Stakeholder ...

Accounting Specialist III

Atlanta, GA · On-site

$20.50 - $27.75/hr

Accounting Specialist III - Atlanta, GA Celebrating over 100 years in the community, Citizens Trust Bank remains committed to providing personalized service and financial solutions to meet the ...

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Trust Accounting information

What is trust accounting?

Trust accounting refers to the process of managing and recording financial transactions related to funds held in trust by one party for the benefit of another. This is commonly used in legal, real estate, and financial services industries to ensure client funds are kept separate from business funds and are handled in accordance with legal and ethical requirements. Proper trust accounting includes accurate record-keeping, regular reconciliations, and strict adherence to regulatory standards to prevent misuse or misallocation of trust funds.

What are the key skills and qualifications needed to thrive in trust accounting, and why are they important?

To thrive in Trust Accounting, you need a solid understanding of accounting principles, regulatory compliance, and trust fund management, usually supported by a degree in accounting or finance. Familiarity with trust accounting software (such as QuickBooks or specialized legal accounting platforms) and knowledge of relevant legal frameworks are typically required. Attention to detail, ethical integrity, and strong organizational skills are essential soft skills in this field. These abilities are crucial for ensuring accurate financial reporting, maintaining compliance with fiduciary regulations, and safeguarding client assets.

What are some typical challenges faced in a trust accounting role, and how can they be managed effectively?

Professionals in trust accounting often encounter challenges such as maintaining strict compliance with regulations, reconciling trust ledgers with bank statements, and ensuring timely transaction processing. Managing these effectively requires keen attention to detail, strong organizational skills, and a deep understanding of both accounting principles and relevant legal standards. Regular internal audits, ongoing training, and the use of specialized trust accounting software can help streamline processes and reduce errors. Collaboration with legal teams and regular communication with clients are also essential to ensure transparency and accuracy.

What is the difference between Trust Accounting vs Bookkeeper?

AspectTrust AccountingBookkeeper
CredentialsOften requires accounting or finance certifications, familiarity with trust lawsTypically requires basic bookkeeping or accounting training
Work EnvironmentLegal, real estate, or financial firms managing client fundsVarious industries including retail, small business, and corporate
Employer & Industry UsageUsed in legal, real estate, and financial sectorsCommon across multiple industries for financial record-keeping

Trust accounting specialists focus on managing and reconciling client funds within legal or financial frameworks, often requiring specific certifications. Bookkeepers handle general financial record-keeping for businesses across various industries. While both roles involve accounting skills, trust accounting is more specialized and regulated, whereas bookkeeping is broader and more routine.

What does a trust accountant do?

A trust accountant manages and maintains financial records for trust accounts, ensuring accurate tracking of funds and compliance with legal and regulatory requirements. They prepare financial statements, reconcile accounts, and may use accounting software to monitor transactions and report on trust fund activity.

What job categories do people searching Trust Accounting jobs in Georgia look for?

The top searched job categories for Trust Accounting jobs in Georgia are:

Infographic showing various Trust Accounting job openings in Georgia as of August 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 81% Physical, 3% Hybrid, and 16% Remote job distribution.

VP of Trust & Fiduciary

Atlanta, GA

Queensborough National Bank & Trust Co.
Commercial Banking • 201 - 500 employees

Full-time

Re-posted 5 days ago


Job description

Job Summary:

Develops new trust accounts, services existing trust accounts and performs daily functions for accounts under responsibility. Partners with third party money managers to purchases and sell various investment instruments on behalf of customers.

Duties/Responsibilities:

  • Develops new Trust business concentrating on both additional trust assets and income.
  • Provides advice in areas of personal trust, estate and tax planning, private banking and investments.
  • Serves as the primary point of contact for customers for any of their nancial services needs. Coordinates planning eorts with attorneys, accountants, CLUs, other trust personnel and clients.
  • Services existing trust accounts by communicating with grantors and beneciaries to determine that trust agreements are being carried out as intended.
  • Performs trust accounting functions for accounts for which he/she is administrative ocer.
  • Attend Trust Committee meetings. Provides account reviews, makes recommendations where necessary, and carries out plans as set forth by the Trust Committee.
  • Adheres to and maintains knowledge of trust written policies and procedures.
  • Is actively involved with the community, networking to identify new business development opportunities.
  • Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specic to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion.
  • Performs other related duties as required.