What are the responsibilities and job description for the Trust Accountant position at CFS?
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)
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
- 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
- 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
Salary : $85,000 - $103,000