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Summary
About the Role
About You
- 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.
- Experience working in a tech company and/or high-growth startup.
- CPA or CPA eligible.
Benefits
- Salary range of $69k - $85k, plus equity package.
- Flexible time off and generous paid company holidays.
- Paid time off to volunteer in your community.
- Comprehensive health benefits including medical, dental, vision, and life insurance.
- Financial wellness benefits including employer-sponsored 401k with match.
- Flexible work schedule and family-friendly work environment.
- $500 Work from home stipend.
Founded in 2017, Trust & Will is the leading digital estate planning platform in the U.S., trusted by over one million individuals and families. Our simple, secure, and attorney-approved online solutions help Americans create wills, trusts, healthcare directives, and other essential estate planning documents tailored to state-specific laws. With a focus on accessibility and a guided experience, we’re transforming how families plan for the future and protect their legacies. In 2025, we launched EstateOS™, the first intelligent platform built to modernize how legacies are planned, managed, and preserved. EstateOS powers dynamic, connected estate plans for families, and introduces AI-enabled workflows, document intelligence, and multi-party collaboration tools for professionals. Our platform supports over 20,000 financial advisors and 200+ enterprise partners and institutions — including AARP, Fifth Third Bank, LPL Financial, UBS, and USAA. By integrating estate planning into client services, we help professionals enable multi-generational wealth conversations, deepen relationships, and drive long-term impact. With more than one million users and $200+ billion in self-reported estate assets, Trust & Will is redefining estate planning as a strategic pillar of modern financial care. Recognized for innovation and leadership, Trust & Will has earned spots on the CNBC Disruptor 50, Inc. 5000, and Deloitte Technology Fast 500™ lists. Learn more at trustandwill.com.