Fiduciary Accountant

Overview

• Lead fiduciary accounting operations, ensuring compliance with tax laws and regulatory standards in a dynamic professional environment.
• Prepare and review fiduciary income, estate, and gift tax returns with precision and adherence to legal requirements.
• Collaborate with legal professionals to optimize estate and trust management processes for efficiency and compliance.
• Contribute to estate and gift tax planning through actuarial computations and strategic financial analysis.
• Develop estate and trust accountings for judicial settlements, ensuring compliance with court standards.
• Respond to IRS and state audit inquiries, providing professional and timely resolutions to complex issues.
• Maintain accurate estate and trust accounts and records, ensuring data integrity and compliance.
• Support tax-exempt entity reporting, ensuring adherence to informational return requirements.

Key Responsibilities & Duties

• Prepare and file federal and state fiduciary income, estate, and gift tax returns with accuracy and compliance.
• Develop estate and trust accountings for judicial settlements in compliance with legal standards.
• Respond to audit inquiries from IRS and state authorities effectively and professionally.
• Collaborate with attorneys to manage estate and trust cases efficiently and strategically.
• Apply actuarial computations for estate and gift tax planning strategies to optimize financial outcomes.
• Maintain accurate estate and trust accounts, ensuring compliance and data integrity at all times.
• Prepare informational returns for tax-exempt entities with precision and adherence to regulations.
• Ensure adherence to organizational information security policies and procedures in all operations.

Job Requirements

• Bachelor’s degree in accounting, tax, or a related field is required.
• Minimum of 5 years of experience in estate and trust accounting; law firm experience preferred.
• Proficiency in Excel, PowerPoint, and fiduciary accounting software is essential.
• Strong communication skills, both verbal and written, are crucial for success.
• Ability to manage multiple projects independently and effectively in a fast-paced environment.
• Detail-oriented with excellent organizational and prioritization skills to ensure accuracy.
• Experience in estate and gift tax planning and actuarial computations is highly desirable.
• Commitment to confidentiality and security of sensitive information is mandatory.