Fiduciary Accountant

Jobot; New York (NY); On-site; USD 100,000 - 125,000; Full time

Job summary

Jobot is seeking a Fiduciary Accountant in New York, NY to join our boutique practice focused on trusts, estates, and fiduciary matters. This permanent, on-site role requires a strong background in fiduciary accounting and NY probate-related administration.

The ideal candidate will have 3+ years of fiduciary accounting experience, be detail-oriented, and able to work closely with attorneys on complex fiduciary matters. Competitive benefits and a path for accelerated growth are offered.

Qualifications

• Bachelor’s Degree in Accounting, Finance, or similar preferred.
• 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.

Responsibilities

• Prepare fiduciary accountings for trusts and estates.
• Work with attorneys on sophisticated fiduciary matters.
• Maintain and review complex financial records including asset transactions, distributions, receipts, and disbursements.

Skills

Fiduciary accounting

Trusts & estates

Accounting documentation

Education

Bachelor’s degree in Accounting/Finance

Job description

Fiduciary Accountant

$95000 - $135000 per year | New York, NY | On-site | Permanent

Trusts & Estates Fiduciary Accountant | NYC | $100K–$125K

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!

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!

Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions.

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