Junior Fiduciary Accountant

Junior Fiduciary Accountant

Overview: A well-established and highly respected private client services firm is seeking a detail-oriented and motivated Junior Fiduciary Accountant to join its Trusts & Estates team. This is an excellent opportunity for someone with a background in accounting or tax who is looking to build a long-term career supporting high-net-worth individuals and complex estate structures.

Key Responsibilities:

• Prepare federal and state fiduciary income tax returns (Form 1041) for trusts and estates.
• Assist with the preparation of estate and inheritance tax returns (e.g., Form 706).
• Draft estate and trust accountings, probate schedules, and related financial reports.
• Track and manage client financial data including investments, disbursements, and income.
• Maintain accurate documentation and support attorneys and senior staff in trust and estate administration.
• Coordinate with clients, financial institutions, and internal teams to gather necessary information.
• Monitor deadlines and ensure all filings and required reports are submitted in a timely manner.
• Support client service initiatives with professionalism, discretion, and accuracy.

Qualifications:

• Bachelor's or Master's degree in Accounting or Finance (required).
• 13 years of relevant experience, ideally within a public accounting, private client, or family office environment.
• Working knowledge of fiduciary taxation and trust accounting principles preferred.
• Proficiency in Microsoft Excel and general ledger systems.
• CPA or Enrolled Agent designation a plus, or on track to obtain.
• Excellent organizational and communication skills with a high degree of attention to detail.
• Ability to manage multiple priorities in a deadline-driven environment.

Compensation & Benefits:

• Competitive base salary commensurate with experience ($60,000$80,000 range).
• Comprehensive benefits package including health, dental, and retirement plans.
• Generous paid time off (25+ days annually) and a standard 37.5-hour workweek.
• Supportive and collaborative team culture with growth opportunities in a niche practice area.