Fiduciary Accountant-Trust & Estates

Fiduciary Accountant-Trust & Estates

$175,000.00 to $200,000.00 per year

New York, New York

Permanent

Accounting & Finance

We are seeking a detail-oriented and experienced Fiduciary Accountant with specialized expertise in trust and estate accounting. The ideal candidate will be responsible for managing the financial affairs of trusts and estates, ensuring compliance with legal and regulatory requirements, and providing accurate and timely reporting to beneficiaries, attorneys, and other stakeholders.

Key Responsibilities

• Prepare fiduciary accountings for trusts and estates, including initial, annual, and final accountings.
• Maintain detailed records of receipts, disbursements, distributions, and asset valuations.
• Reconcile bank and investment accounts associated with trusts and estates.
• Prepare and file estate tax returns (Form 706) and gift tax returns (Form 709) as needed.
• Work closely with attorneys, trustees, executors, and beneficiaries to address inquiries and provide financial reports.
• Ensure compliance with applicable state and federal laws, probate court requirements, and trust documents.
• Monitor and track deadlines for tax filings, court submissions, and distributions.
• Analyze and report on investment performance, principal and income allocations, and trust distributions.
• Support estate administration, including asset transfers, valuations, and liquidation.
• Participate in audits and respond to requests from regulatory authorities.
• Maintain confidentiality and uphold fiduciary standards in all client interactions.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field; CPA or Enrolled Agent preferred.
• Minimum 3-5 years of experience in fiduciary accounting, with a focus on trusts and estates.
• Strong knowledge of fiduciary tax laws, probate procedures, and trust administration.
• Proficiency in fiduciary accounting software (e.g., QuickBooks, AccuAccount, or similar).
• Experience preparing fiduciary income tax returns and estate tax returns.
• Excellent analytical, organizational, and communication skills.
• Ability to work independently and collaboratively with legal and financial professionals.
• High attention to detail and commitment to accuracy.
• Discretion and professionalism in handling sensitive client information.

Preferred Skills

• Experience with complex estates, charitable trusts, and family foundations.
• Familiarity with multi-state trust and estate administration.
• Advanced Excel skills and experience with financial modeling.
• Knowledge of investment management and reporting for fiduciary accounts.

Pay Details: $175,000.00 to $200,000.00 per year

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The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Military connected talent encouraged to apply

Ref: US_EN_27_812238_3102489