Fiduciary Accountant

Overview

• Manage fiduciary accounting operations, ensuring compliance with tax laws and regulatory standards.
• Prepare and review fiduciary income, estate, and gift tax returns with precision.
• Collaborate with legal professionals to optimize estate and trust management processes.
• Contribute to estate and gift tax planning through actuarial and interest computations.
• Develop estate and trust accountings for judicial settlements in compliance with court standards.
• Respond to IRS and state audit inquiries, ensuring professional and timely resolutions.
• Maintain accurate estate and trust accounts and records, ensuring data integrity.
• 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.
• Develop estate and trust accountings for judicial settlements in Surrogate’s Court.
• Respond to audit inquiries from IRS and state authorities effectively.
• Collaborate with attorneys to manage estate and trust cases efficiently.
• Apply actuarial computations for estate and gift tax planning strategies.
• Maintain accurate estate and trust accounts, ensuring compliance and data integrity.
• Prepare informational returns for tax-exempt entities with precision.
• Adhere to organizational information security policies and procedures.

Job Requirements

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