Trust Accountant Resume Example & Writing Guide

Trust Accountant Resume Example
Learn how to create a winning Trust Accountant resume with our expert writing guide. Browse our example and stand out in your job search.
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Trust Accountant Resume Sample


Trust Accountant with over five years of experience managing trust accounts and ensuring compliance with legal and regulatory requirements. Skilled in performing audits, creating financial reports, and analyzing investment performance. Strong communication and interpersonal skills with a proven track record of building lasting relationships with clients and stakeholders.


ABC Trust Company

Trust Accountant

July 2018 - Present

  • Manage trust accounts and ensure compliance with legal and regulatory requirements.
  • Perform audits of trust accounts and provide recommendations for improvements.
  • Create financial reports and analyze investment performance to identify areas for improvement.
  • Collaborate with other departments to develop and implement strategies to meet client needs.
  • Build and maintain relationships with clients and stakeholders to ensure satisfaction and retention.

XYZ Investment Group

Investment Accountant

January 2016 - June 2018

  • Prepared financial statements, reports, and analyses related to investment performance.
  • Assisted with the preparation of budgets and forecasts for investment accounts.
  • Reviewed investment transactions and ensured compliance with company policies and procedures.
  • Developed and maintained relationships with clients and stakeholders to ensure satisfaction and retention.
  • Assisted with the implementation of software systems to improve the efficiency of investment accounting processes.


  • Bachelor of Science in Accounting, University of California, Los Angeles, 2015
  • Certified Public Accountant, California Board of Accountancy, 2017

Expert Tip

Highlight Relevant Skills

List the skills that are most relevant to the job you're applying for. Highlight both hard skills (like programming) and soft skills (like communication).

Trust Accountant Resume Writing Guide


A trust accountant is a financial professional responsible for managing and reporting on the financial transactions of a trust. The role requires precise attention to detail, excellent organizational skills, and the ability to work within legal and regulatory frameworks. If you're interested in pursuing a career as a trust accountant, crafting a polished resume is an essential first step. Here's how to write a trust accountant resume that demonstrates your qualifications and experiences:

1. Start with a summary statement

Your resume should begin with a summary statement that introduces you as a professional and highlights your most relevant skills and experiences. This section should be concise, to-the-point, and tailored to the job you're applying for. Consider including metrics or quantifiable data to showcase your achievements.

  • Example: Certified trust accountant with 5+ years of experience managing financial transactions for high net worth clients. Proficient in trust accounting software and adept at balancing assets, liabilities, and income calculations. Skilled in collaborating with legal teams and providing client-facing support.

2. Highlight your experience

Your work experience section should detail your previous employment history and highlight the key responsibilities and accomplishments in each role. As a trust accountant, be sure to reference your experience managing trust accounts, preparing financial statements, and maintaining accurate records. Additionally, mention relevant experience in finance, accounting, or tax law.

  • Example: Trust Accountant, ABC Trust Company, Anytown USA, 2016 - Present
  • Prepare financial statements and maintain accurate records for over 20 high net worth trust accounts.
  • Collaborate with legal teams to ensure compliance with state and federal regulations.
  • Manage client accounts payable and receivable, including processing trust distributions and transfers.

3. Showcase your education and certifications

A trust accountant resume should include your highest level of education, relevant certifications, and any additional training or coursework related to the job. Common certifications include Certified Public Accountant (CPA) and Certified Trust and Financial Advisor (CTFA).

  • Example: Certifications
  • Certified Public Accountant (CPA), Anytown USA State Board of Accountancy
  • Certified Trust and Financial Advisor (CTFA), American Bankers Association

4. List your skills

Resumes should include a dedicated skills section that outlines the key strengths and abilities that make you a qualified candidate. Trust accountant skills may include proficiency in trust accounting software, expertise in financial statement preparation, and knowledge of tax laws and regulations.

  • Example: Skills
  • Proficient in trust accounting software, including QuickBooks Trust Edition and CCH Axcess Tax
  • Excellent attention to detail and accuracy in financial statement preparation
  • Strong knowledge of tax laws and regulations, including IRS rules and state trust codes

5. Include additional relevant information

Finally, consider adding any additional experiences or accomplishments that may set you apart from other candidates. For example, you may list professional organizations you belong to or volunteer work you've done with nonprofits. Additionally, add any technical skills or foreign language fluency you may possess.

  • Example: Additional Experience
  • Volunteer, Anytown Nonprofit, Anytown USA, 2018 - Present
  • Provide financial guidance and support for a community-based nonprofit organization
  • Fluent in Spanish and able to provide bilingual support to clients


When writing a trust accountant resume, it's important to showcase your education, certifications, and relevant work experience. Highlight your most essential skills and achievements, and tailor your resume to the specific job you're applying for. With a well-crafted resume, you'll be on your way to landing your next trust accountant position.

Common Resume Writing Mistake

Including Too Much Personal Information

Details like age, marital status, religion, or other personal information do not belong on a resume. Including them may open the door for potential discrimination, and they're not relevant to your qualifications.

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