Trust Accountant

Trust Accountant

Carriage Services is a leading provider of funeral and cemetery services. Our purpose is to create premier experiences through innovation, empowered partnership, and elevated service for the families and communities we serve.

The Staff Accountant, Trust is a member of the Trust team and plays a key role in protecting the funds families place with Carriage. This is not a traditional month-end close role. Instead, the position focuses on the accounting, reconciliation, and regulatory compliance of preneed funeral, preneed cemetery, and perpetual care trust funds across the states where Carriage operates. The right person enjoys detailed reconciliation work, is comfortable applying state-specific rules, and takes pride in getting it right every time.

Compensation: $60k+

Job Type: Full-Time

Schedule: M-Thursday in office (Friday's work from home)

Responsibilities

• Reconcile preneed funeral and preneed cemetery trust accounts monthly.
• Prepare state Annual Reports for assigned states yearly.
• Assist with audits associated with annual reports (which includes downloading contract copies, payment histories, etc.)
• Prepare cemetery deposit and withdrawal reconciliations monthly.
• Perform wholesale cost analysis and update the cost for Oklahoma locations yearly.
• Prepare Consumer Protection Fund Reports semi-annually (Illinois) and monthly (Kentucky).
• Prepare audit documentation for Texas audits (requires the preparer to communicate with the locations and examiners throughout the process).
• Prepare customer notification letters on an annual basis for Michigan and Illinois and assist with Oklahoma notification letters if needed.
• Assist Supervisor with escheat due diligence process which requires communicating with locations and researching contract status.
• Prepare communications to customers who are associated with closed or sold locations.
• Research trust laws for states as needed.
• Assist with bringing newly acquired businesses into Carriage's trust processes as needed.
• Recommend improvements that make trust accounting more accurate and efficient.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• 3-5 years of accounting experience with a heavy reconciliation focus.
• Trust, fiduciary, banking, insurance, or other regulated-industry experience preferred; deathcare or preneed experience is a plus.
• Ability to read state regulations and apply them consistently to day-to-day work.
• Strong Excel skills (lookups, pivot tables); experience with large data sets.
• Exceptional attention to detail, with the discipline to meet recurring filing deadlines.
• Clear written and verbal communication with field leaders, trustees, and auditors.
• Demonstrates the Carriage values of Trust, Curiosity, Partnership, and Passion.

Physical Requirements

• Ability to sit and work at a computer for extended periods.
• Ability to communicate clearly in person, by phone, and by email.
• Occasional lifting of files or office materials up to 15 pounds.
• Regular, on-site attendance at the Support Center in Houston, Texas.