Fiduciary Accountant

Consilio Services LLC; Boston (MA); Hybrid; USD 98,000 - 156,800; Full time

Benefits offered by this job

Multiple medical plan options

Health care and dependent care reimbursement accounts

Parental leave

Life and accident insurance

Income protection benefits

Job summary

Consilio Services LLC is seeking a Fiduciary Accountant for a law firm client based in Boston, MA. This hybrid role involves preparing fiduciary income tax filings, assisting with IRS audits, and supporting clients on accounting matters. Candidates must have a Bachelor’s degree, 3+ years of experience, and be EA/CPA certified. The position offers competitive compensation up to $156,800 with various benefits including medical plans and parental leave.

Qualifications

• Minimum 3 years of relevant experience, or equivalent education and experience.
• Proficiency with fiduciary tax and trust accounting systems required.
• Strong communication skills and ability to manage high-volume workloads.

Responsibilities

• Prepare and review fiduciary income tax filings including federal estate tax returns.
• Assist with IRS audits and maintain task management systems.
• Support attorneys by preparing interest calculations and tax projections.
• Work directly with clients on accounting and tax matters.

Skills

Fiduciary tax preparation

Trust accounting

Accounting for high net worth clients

IRS audit assistance

Analytical and financial modeling

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Education

Bachelor's degree

Enrolled Agent (EA) or Certified Public Accountant (CPA)

Tools

CCH

GEMS

Lackner

SuperForms

TValue

Number Cruncher

Tiger Tables

FDS security pricing

Job description

Consilio’s Direct Hire Division is seeking a Fiduciary Accountant for a multinational law firm client. This position is based in Boston, MA or Philadelphia, PA and follows a hybrid schedule (3 days in-office, 2 days remote). This position is not with Consilio directly; it is a direct hire, permanent opportunity with the law firm.

Primary Responsibilities

• Prepare and review a full range of fiduciary income tax filings, including:
  • Federal estate tax returns
  • Trust and estate income tax returns
  • Generation-Skipping Transfer (GST) tax forms
  • Pennsylvania inheritance tax returns
  • Gift tax returns (Form 709)
  • Form 990s and charitable trust returns
• Assist with IRS audits, including drafting written responses and organizing supporting exhibits.
• Maintain the group’s task management system (File-in-Time) to track deadlines for tax returns, annuity payments, Form 709 filings, and ETIPs.
• Support attorneys as part of the client service team by preparing:
  • Interest calculations
  • Tax projections
  • Estate plan analyses
  • Estate planning flowcharts
  • Other analytical and financial modeling tasks
• Work directly with clients on accounting and tax matters involving individuals, partnerships, and corporations.
• Conduct research on tax laws relevant to fiduciary and individual tax preparation.

Experience & Qualifications

• Bachelor’s degree and minimum 3 years of relevant experience, or an equivalent combination of education and experience.
• Enrolled Agent (EA) or Certified Public Accountant (CPA) required.
• Proficiency with fiduciary tax and trust accounting systems such as:
  • CCH
  • GEMS
  • Lackner
  • SuperForms
  • TValue
  • Number Cruncher
  • Tiger Tables
  • FDS security pricing
  • Or comparable platforms
• Strong skills in Microsoft Word, Excel, and PowerPoint.
• Excellent written and verbal communication skills; ability to work effectively with high net worth clients.
• Ability to manage a high-volume workload in a fast paced environment; strong team orientation.

Benefits / Why Join

This role offers a competitive compensation structure and a comprehensive benefits package, including:

• Multiple medical plan options
• Health care and dependent care reimbursement accounts
• Domestic partner coverage
• Parental leave
• Vacation and holiday leave
• Life and accident insurance
• Income protection benefits, including sick leave, salary continuation, and long-term disability

Salary Range: $98,000 – $156,800

Consilio, LLC is an EEO/Affirmative Action Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other legally protected status.