Fiduciary Accountant

Overview

• The Fiduciary Accountant will manage fiduciary accounts, ensuring compliance with laws and regulations.
• Prepare Federal Estate, Gift, and State Tax Returns with accuracy and timeliness.
• Provide support for fiduciary income tax reporting and estate planning objectives.
• Collaborate with attorneys and clients to ensure proper estate and trust administration.
• Assist in estate and trust litigation matters, offering expertise in fiduciary accounting.
• Utilize accounting software to maintain accurate records and reporting.
• Work in a hybrid environment with flexible work arrangements.

Key Responsibilities & Duties

• Prepare Federal Estate Tax Returns (Form 706) and related state tax filings.
• Coordinate with clients, attorneys, and financial advisors for accurate tax preparation.
• Support IRS and state examinations, communicating effectively with auditors.
• Prepare Federal Gift Tax Returns (Form 709) and ancillary estate planning documents.
• Create formal and informal accountings for estates, trusts, and guardianships.
• Facilitate estate and trust administration, including deferred tax calculations and distributions.
• Maintain compliance with fiduciary accounting principles and ethical standards.

Job Requirements

• Bachelor’s degree in Accounting, Finance, or related field is required.
• 3–5 years of experience in fiduciary, trust, and estate accounting.
• Proficiency in fiduciary accounting principles and tax reporting requirements.
• Experience preparing estate, inheritance, and gift tax returns (Forms 706, 709, IT-R, ET-706).
• Knowledge of fiduciary income tax preparation and estate administration.
• CPA license or progress toward CPA designation preferred.
• Strong communication skills for interaction with attorneys, clients, and courts.
• Ability to manage multiple priorities and meet deadlines effectively.