Fiduciary Accountant

Considine Search; New York (NY); On-site; USD 150,000 - 200,000; Full time

Job summary

A leading fiduciary services firm based in New York is looking for an experienced professional to analyze financial information and prepare tax returns for estates and trusts. This role requires a strong proficiency in accounting software, excellent communication skills, and the ability to handle multiple priorities. Candidates should have a minimum of 5 to 10 years of experience in the field, a Bachelor’s degree in accounting or tax, and be detail-oriented. The position offers a salary ranging from $150,000 to $200,000 plus overtime and bonuses.

Qualifications

• Minimum of 5 to 10 years of experience in estate and trust environment (law firm preferred).

Responsibilities

• Prepares and files Federal and state estate tax and gift tax returns.
• Prepares and files Federal and state fiduciary income tax returns.
• Prepares estate and trust accountings for judicial settlement.
• Prepares informational returns for tax exempt entities.
• Estate and gift tax planning.
• Maintains and updates estate and trust accounts and records.
• Deals directly with attorneys in the Estates and Personal Group.
• Responds to IRS and NYS audit inquiries.

Skills

Proficient in Excel

Proficient in PowerPoint

Proficient in OMEGA accounting software

Proficient in Wolters Kluwer Pro Systems tax software

Strong verbal and written communication skills

Detail oriented

Ability to handle multiple projects and priorities

Ability to work independently

Ability to build partnerships in a team environment

Education

Bachelor’s degree in accounting or tax

Job description

Overview

Applies principles of fiduciary accounting to analyze financial information and prepare income, estate and gift tax returns.

Essential Duties and Responsibilities

include the following. Other duties may be assigned.

• Prepares and files Federal and state estate tax and gift tax returns;
• Prepares and files Federal and state fiduciary income tax returns;
• Prepares estate and trust accountings to be filed in the Surrogate’s Court for judicial settlement;
• Prepares informational returns for tax exempt entities;
• Estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs);
• Maintains and updates estate and trust accounts and records (tax information);
• Deals directly with attorneys in the Estates and Personal Group;
• Responds to IRS and NYS audit inquiries.

In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management.

Qualifications

• Proficient in Excel and PowerPoint;
• Proficient in OMEGA accounting software and Wolters Kluwer Pro Systems tax software;
• Strong verbal and written communication skills;
• Must be detail oriented with the ability to handle multiple projects and priorities;
• Must be able to work independently with the ability to establish and build partnerships in a team environment.

Education and/or Experience

• Minimum of 5 to 10 years of experience in estate and trust environment (law firm preferred);
• Bachelor’s degree in accounting or tax.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Compensation

The base salary range offered for this role will be between $150,000.00-$200,000.00, plus overtime and bonus. When determining a candidate’s compensation offer, elements unique to each person are taken into consideration including but not limited to skill set, experience level, performance, professional certifications, degrees and location, as well as the needs of the Firm. The total compensation package for this position may include overtime pay, discretionary bonuses and other benefits.

Salary: $150,000.00-$200,000.00, plus overtime and bonus
Date Active: January 20, 2026
Exempt/Not Exempt: Exempt