Fiduciary Accountant

Fiduciary Accountant Overview: The Fiduciary Accountant role involves applying fiduciary accounting principles to prepare and file various tax returns and financial documents. Collaborate with attorneys and teams to ensure accurate estate and trust account management and compliance. Maintain and update estate and trust records, ensuring adherence to firm policies and security protocols. Engage in estate and gift tax planning, including actuarial and interest computations. Work in a hybrid environment, combining remote and on-site responsibilities. Leverage advanced accounting and tax software to optimize workflows and deliver high-quality results. Contribute to a dynamic team environment while managing multiple projects independently. Opportunity to work with a reputable organization offering competitive compensation and benefits.

Fiduciary Accountant Key Responsibilities & Duties: Prepare and file Federal and state estate, gift, and fiduciary income tax returns. Develop estate and trust accountings for judicial settlement in Surrogate's Court. Conduct estate and gift tax planning, including computations for trusts and charitable entities. Maintain and update estate and trust accounts and tax records. Respond to IRS and state audit inquiries, ensuring compliance and accuracy. Collaborate directly with attorneys to address fiduciary accounting needs. Utilize advanced accounting software for efficient tax preparation and reporting. Adhere to firm policies and security protocols to protect sensitive information.

Fiduciary Accountant Job Requirements: Bachelor's degree in accounting or tax is required. Minimum of 8 years of experience in estate and trust environments, preferably in a law firm. Proficiency in Excel, Power Point, OMEGA accounting software, and Wolters Kluwer Pro Systems tax software. Strong verbal and written communication skills are essential. Detail-oriented with the ability to manage multiple projects and priorities effectively. Ability to work independently while fostering partnerships in a team environment. Knowledge of estate and gift tax planning concepts and computations. Experience responding to audit inquiries and ensuring compliance with tax regulations.