Founded in 2017, Trust & Will is the leading digital estate planning platform, trusted by over one million users. We provide modern, accessible solutions to help families protect their legacies with attorney-approved, legally valid documents tailored to individual state requirements. Our seamless online platform simplifies the estate planning and settlement process, empowering individuals to create wills and trusts while also partnering with financial advisors, attorneys, and institutions to make legacy planning more inclusive and affordable.

If you would like to join us, we are looking for a Staff Accountant who will make sense of the cents, bring a sharp eye to the details, and help us keep building a legacy that starts with trust and well-documented journal entries.

About You:

You’re not your average accountant and you don’t want to be. Of course you’re detail-oriented and organized, but you also bring curiosity, initiative, and a healthy sense of humor to the table. You like understanding the “why” behind the numbers, not just getting the debits and credits to match (although, let’s be real - you love when they do). You’re the type of person who spots a messy spreadsheet and feels compelled to fix it. You take pride in getting things right, but you’re not afraid to ask questions or flag something that seems off. You’re proactive, accountable, and resourceful. You’re excited about joining an accounting team at a dynamic company that’s redefining how families leave their legacy which means you get to do something cool while doing something you enjoy.

About the Role:

• Reporting to the Controller, you will own day-to-day accounting tasks including journal entries, account reconciliations, and month-end close processes.
• Keep the general ledger in order and help prepare accurate, timely financials.
• Partner with folks in Ops, Finance, and beyond to keep our numbers sharp and our reporting clean.
• Handle internal and external audit requests like a pro: clean records, no surprises.
• Help shape and improve our accounting processes. We value clarity and efficiency, not just checklists.
• Jump into projects that need an accounting perspective, from digging into transactions to helping Finance tell the right story with numbers.
• Keep us compliant with GAAP and thoughtful about internal controls. We’re growing fast and we want to do it right.
• We are looking for someone who is located and can work in the Pacific or Mountain Time Zones.

Qualifications

• 2-4 years of relevant accounting experience
• Strong understanding of US GAAP
• Proficiency with Excel, GSuite, and accounting software (e.g. Netsuite, Quickbooks, or similar)
• Strong organizational skills with attention to detail and accuracy
• Self-starter with the ability to manage multiple priorities and meet deadlines

Bonus Points for: 

• Experience working in a tech company and/or high-growth startup
• CPA or CPA eligible

Employee Benefits & Perks:

• Compensation: Salary + Equity
• • Our salary range for this position is $69,000 - $85,000, in addition to compensation we also include an employee equity package as a component of our offer along with other benefits and perks outlined below. 
• PTO
• • Flexible time off that you are encouraged to use
  • Generous paid company holidays and breaks throughout the year 
  • Monthly friends & family day
  • Paid time off to volunteer in your community
• Health and Wellness Benefits
• • Fantastic health benefits including medical, dental, vision, life insurance, and generous parental leave 
  • Financial wellness benefits (Equity & tax advisory support, financial coach support, and employer-sponsored 401k)
  • Guest speakers & reimbursement for learning opportunities
• Extra
• • Flexible work schedule + hours
  • Family-friendly work environment. We support the complexity of a remote world with the needs of families
  • Optional company-sponsored events and travel throughout the year
  • $500 Work from home stipend + Logitech accessories

About Trust & Will: 

• We are a remote-first company, giving our employees the flexibility they need to work in an environment that best suits their needs. Our hiring process is also conducted virtually unless otherwise noted. We are a company that was founded in San Diego, CA, and offer a collaborative co-working space that is available for you to use if you'd like but not required. #LI-Remote
• We are proud to be a certified B Corporation, using business as a force for good. We are committed to building a healthy, sustainable, and engaging working environment for all employees, their families, and communities. We publish an annual impact report to outline our positive contributions to our world and set an example for all employers.
• Trust & Will's mission is to help every family leave their legacy through affordable, accessible estate planning. That starts with the people we hire and the ways in which we support the development of their unique talents and capabilities. We are committed to prioritizing ways to make our company and industry more inclusive. This means we must be revolutionary in the way we value diversity to revolutionize our business sector. At Trust & Will, everyone has a seat at the table and space to be their authentic selves because only in a company that is inclusive and diverse can we truly stand in our members' shoes.