Fiduciary Accountant

Leoforce; New York (NY); On-site; USD 95,000 - 135,000; Full time

Benefits offered by this job

Meaningful Work

Best in Class Firm

Competitive Compensation Package

Complete Benefits Package

Flexible Work Schedules

Accelerated Career Growth

Fun Company Activities

Many More

Job summary

Leoforce is seeking a Fiduciary Accountant in New York, NY, with mid-level experience in fiduciary accounting for trusts and estates.

The role requires a bachelor’s degree in accounting/finance and at least 3+ years of relevant experience, with strong attention to detail and the ability to coordinate with attorneys on complex fiduciary matters.

Qualifications

• 3+ years in fiduciary accounting, trusts & estates.
• Experience preparing fiduciary accountings for trusts and estates.
• Strong understanding of trust and estate administration and accounting principles.
• Experience with complex financial records, asset transactions, distributions, receipts, and disbursements.
• Attention to detail and ability to work with attorneys on fiduciary matters.
• Experience with NY trusts or Surrogate’s Court matters is highly desirable.

Responsibilities

• Prepare fiduciary accountings for trusts and estates.
• Assist with trust and estate administration and related accounting.
• Work with complex financial records, asset transactions, distributions, receipts, and disbursements.
• Collaborate with attorneys on sophisticated fiduciary matters.
• Support NY trust/Surrogate’s Court matters as needed.

Skills

Fiduciary Accounting

Trusts & Estates

Attention to detail

Attorney collaboration

NY Surrogate’s Court

Education

Bachelor's Degree in Accounting/Finance

Job description

Fiduciary Accountant

New York, NY, US

Experience: Mid Level

Salary: $95,000 - $135,000 per year

Job Details

Bachelor’s Degree in Accounting, Finance, or similar preferred, plus:

• 3+ Years of Fiduciary Accounting, Trusts & Estates Accounting, or related experience
• Experience preparing fiduciary accountings for trusts and estates
• Strong understanding of trust and estate administration, accounting principles, and supporting financial documentation
• Experience working with complex financial records, asset transactions, distributions, receipts, and disbursements
• Strong attention to detail and ability to work closely with attorneys on sophisticated fiduciary matters
• Experience with New York trusts and estates or Surrogate’s Court matters is highly desirable

We can offer you the opportunity to work on sophisticated trust, estate, and fiduciary matters alongside attorneys who are recognized leaders in their field. The firm's practice specifically includes litigation concerning fiduciary accountings and complex trust and estate administration issues.

Join us and enjoy accelerated career growth with exciting life balance at a premium best in class organization!

A bit about us:

Based in New York, NY, we are a highly regarded boutique law firm with a sophisticated practice focused heavily on trusts, estates, fiduciary matters, and Surrogate’s Court litigation. For more than 80 years, our attorneys have represented fiduciaries, beneficiaries, family members, and other interested parties in complex trust and estate matters.

Our team has built an outstanding reputation for handling sophisticated estate matters, including contested accountings, probate proceedings, trust disputes, fiduciary removal proceedings, estate and trust administration issues, and other complex fiduciary matters.

What really sets us apart is the depth of knowledge within our team. Our attorneys include recognized authorities in fiduciary accounting and Surrogate’s Court practice, creating an excellent environment for an experienced Fiduciary Accountant who wants to work alongside professionals deeply immersed in the trusts and estates space.

Why join us?

Do you want to work with some of the nation’s best Clients AND enjoy time at home w/ family? We do too!

• Meaningful Work!
• Best in Class Firm!
• Competitive Compensation Package!
• Complete Benefits Package!
• Flexible Work Schedules!
• Accelerated Career Growth!
• Fun Company Activities!
• Many More!

#accounting-finance #fiduciary-accounting #fiduciary-administration #fiduciary-administrator #tier2