Fiduciary Accountant

Overview

• Analyze financial information and prepare fiduciary income, estate, and gift tax returns.
• Apply fiduciary accounting principles to ensure compliance with tax regulations and standards.
• Collaborate with attorneys in the Estates and Personal Group for effective case management.
• Maintain and update estate and trust accounts and records accurately.
• Respond to IRS and state audit inquiries professionally and efficiently.
• Prepare estate and trust accountings for judicial settlement in Surrogate’s Court.
• Ensure adherence to firm’s information security policies and procedures.
• Contribute to estate and gift tax planning, including actuarial and interest computations.
• Prepare informational returns for tax-exempt entities with precision.

Key Responsibilities & Duties

• Prepare and file Federal and state estate tax and gift tax returns.
• Prepare and file Federal and state fiduciary income tax returns.
• Develop estate and trust accountings for judicial settlement in Surrogate’s Court.
• Maintain and update estate and trust accounts and records, ensuring accuracy.
• Respond to IRS and state audit inquiries promptly and effectively.
• Collaborate with attorneys to manage estate and trust cases efficiently.
• Apply actuarial and interest computations for estate and gift tax planning.
• Prepare informational returns for tax-exempt entities with compliance.
• Adhere to firm’s information security policies and report potential risks.

Job Requirements

• Bachelor’s degree in accounting or tax required.
• Minimum of 5 years of experience in estate and trust environment; law firm experience preferred.
• Proficiency in Excel, PowerPoint, OMEGA accounting software, and Wolters Kluwer Pro Systems tax software.
• Strong verbal and written communication skills essential.
• Ability to work independently and manage multiple projects effectively.
• Detail-oriented with strong organizational and prioritization skills.
• Capability to establish and build partnerships in a team environment.
• Experience in estate and gift tax planning, including actuarial computations.
• Commitment to maintaining confidentiality and security of firm information.