Family Office Accountant

The Clark Estates, Inc.; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Chris Baily in New York, NY is seeking a Family Office Tax and Trust Accountant for a full-time, on-site position. You will prepare trust and various tax returns, manage quarterly distributions, and review documents to ensure accuracy.

The role requires BS/BBA in Accounting and trust/tax preparation experience, with 3–5 years in public accounting preferred and CPA/EA as a plus. Strong Excel and accounting software proficiency are expected.

Qualifications

• BS/BBA in Accounting is required.
• Trust tax preparation experience is required.
• Tax preparation experience is required.
• 3-5 years of experience in public accounting is preferred.
• CPA and/or EA preferred.
• Advanced knowledge of Microsoft Excel is preferred.
• Experience with accounting and tax preparation software required.

Responsibilities

• Prepare federal and state trust tax returns and annual trust accountings.
• Manage trust administration, including quarterly distributions and trustee fees.
• Review trust documents.
• Prepare gift, individual, foundation, corporate, and partnership tax returns.
• Prepare required 1099 forms.
• Prepare extensions and estimated tax payments.
• Support investment accounting, accounts payable, and receivable.
• Assist with annual audits for The Clark Estates and related foundations.
• Analyze general ledger, post journal entries, and maintain accounts.
• Prepare year-end workpapers and financial statements.
• Address tax, accounting, and business inquiries.
• Respond to IRS and state/local tax notices.
• Improve and implement firm processes and procedures.

Skills

Trust tax preparation

Tax preparation

Attention to detail

Communication skills

Team player

Education

BS/BBA in Accounting

Tools

Accounting software

Microsoft Excel

Job description

Role Description

The Family Office Tax and Trust Accountant is a full-time, on-site role based in New York, NY.

Responsibilities

• Prepare federal and state trust tax returns and annual trust accountings.
• Manage trust administration, including quarterly distributions and trustee fees.
• Review trust documents.
• Prepare gift, individual, foundation, corporate, and partnership tax returns.
• Prepare required 1099 forms.
• Prepare extensions and estimated tax payments.
• Support investment accounting, accounts payable, and receivable.
• Assist with annual audits for The Clark Estates and related foundations.
• Analyze general ledger, post journal entries, and maintain accounts.
• Prepare year-end workpapers and financial statements.
• Address tax, accounting, and business inquiries.
• Respond to IRS and state/local tax notices.
• Improve and implement firm processes and procedures.

Qualifications

• BS/BBA in Accounting is required.
• Trust tax preparation experience is required.
• Tax preparation experience is required.
• 3-5 years of experience in public accounting is preferred.
• CPA and/or EA preferred.
• Advanced knowledge of Microsoft Excel is preferred.
• Experience with accounting and tax preparation software required.
• Great attention to detail and communication skills. xhqgsiq Team player with positive attitude.