Trust Accounting Executive (MX)

16 hours, 8 minutes ago
Full-time
Senior
Finance and Accounting
ProfitCoach

ProfitCoach

ProfitCoach provides predictive best practices to property managers, helping them identify key profit drivers and turn data into powerful insights for growth.

Diversified Financial Services
11-50
Founded 2019

Description

  • Perform senior trust accounting functions including bank reconciliations, payment processing, security deposit processing, owner statement processing, and other accounting tasks.
  • Review and own financial statements, including reconciliation review, owner statements, income statement, balance sheet, and other crosschecks.
  • Lead and conduct quality assurance reviews and audits to ensure accuracy, timeliness, and efficiency of client accounting deliverables.
  • Manage client relationships and account management through client email correspondence, setting and maintaining expectations, overseeing issue resolution, and participating in client meetings.
  • Lead and participate in new client onboardings and client-facing meetings to address accounting and service questions.
  • Train team members on new or complex processes and serve as the primary resource for defining and rolling out new functions.
  • Define, document, and improve Trust accounting processes, create ad hoc tools/spreadsheets to increase efficiency, and spearhead ongoing process improvement initiatives.
  • Monitor team performance metrics (budget vs. actual hours), ensure timely completion of assigned client tasks, and perform daily task planning, internal communications, and task-by-task time tracking.

Requirements

  • Ability to manage client relationships and deliver exceptional client experience (owning the outcome and ease of doing business).
  • Bookkeeping/accounting experience with a focus on accuracy, timeliness, and efficiency.
  • Proficiency with Microsoft Excel.
  • Proficiency with AppFolio or Rentvine.
  • Basic ability to read and analyze financial statements.
  • Ability to write, document, improve, and train others on trust accounting processes.
  • Advanced problem-solving skills and ability to oversee routine and non-routine services (cleanup, onboarding).
  • Excellent verbal and written communication skills.
  • Ability to quickly learn and master new cloud-based software applications.
  • Available to start immediately and able to work full-time (40–45 hours/week) in a remote role.

Benefits

  • Compensation $17–$20 per hour.
  • Full-time remote role (40–45 hours/week).
  • Paid time off (PTO).
  • Health stipend.
  • Fully remote work environment with emphasis on coaching and professional growth.
  • Opportunities for professional development and internal coaching.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Remote Bookkeeper - Knowledge in Canadian Tax Law

Wing Assistant 51-250 Professional Services

Remote Bookkeeper at Wing supporting international clients to manage invoicing, POS sales reporting, government remittances, and document filing to keep client accounting operations accurate and compliant.

Asana Windows Server
9 hours, 8 minutes ago

Accounting & Administrative Associate (QuickBooks / US GAAP)

Distro 11-50 Internet Software & Services

Accounting & Administrative Associate supporting US-based clients remotely from Ciudad de México, responsible for bookkeeping, financial reporting, administrative operations, and light business advisory to maintain accurate records and improve client financial processes.

10 hours, 23 minutes ago

Accounting Clerk

Saalex Solutions 251-1K Construction & Engineering

Saalex Corporation is hiring a part-time Accounting Clerk to support day-to-day financial operations by processing expense reports, managing accounts payable, and maintaining financial records in Deltek Costpoint to ensure accuracy and policy compliance.

16 hours, 38 minutes ago

🥥Bookkeeping Specialist - Job Code: 56554711645

Coconut VA 11-50 Professional Services

Bookkeeping Specialist at Coconut (remote) responsible for managing daily bank and credit card transactions, general and intercompany journal entries, reconciliations, and month-end close activities using Microsoft Dynamics 365 Business Central to ensure accurate and timely financial records.

19 hours, 8 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers