Fiduciary Accountant

DAVIDSON, DAWSON & CLARK, LLP; New York (NY); On-site; USD 80,000 - 120,000; Full time

Job summary

Hoguet Newman Regal & Kenney, LLP is seeking a Fiduciary Accountant to manage fiduciary accounts and financial records for client matters, including trusts and estates. The role emphasizes accurate ledgers, reconciliations, and timely accountings while ensuring compliance with professional, regulatory, and tax requirements.

This on-site, full-time role based in New York, NY requires strong accounting skills, knowledge of trust accounting principles, and proficiency with accounting software and

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA preferred.
• Experience with trust and estate accounting, including client funds and escrow.
• Proficiency with accounting software and Excel.
• Strong attention to detail and numeric accuracy.
• Clear written and verbal communication with legal professionals and clients.
• Strong organizational and time-management abilities.

Responsibilities

• Manage fiduciary accounts and client funds, including trusts and estates.
• Maintain ledgers, reconcile trust and escrow accounts.
• Prepare periodic accountings and financial reports.
• Ensure compliance with professional, regulatory, and tax requirements.
• Assist with audits and implement internal controls.
• Collaborate with attorneys and staff to document transactions.

Skills

Account reconciliation

Financial reporting

Ledger maintenance

Trust and estate accounting

Excel

Accounting software

Attention to detail

Analytical thinking

Communication skills

Time management

Ethics in professional services

Education

Bachelor's degree in Accounting

Bachelor's degree in Finance

CPA certification

Tools

Excel

Accounting software

Job description

Company Description

Hoguet Newman Regal & Kenney, LLP is a commercial litigation boutique founded by senior trial lawyers who bring decades of large-firm litigation experience to a focused, client-centered practice. The firm represents clients facing complex and high-stakes legal matters, emphasizing strategic advocacy and practical solutions. Core practice areas include business and commercial litigation, employment law and counseling for executives, and government investigations, business crimes, and white-collar defense. The firm also has significant experience in insurance coverage litigation and counseling insureds, as well as financial services, securities, and bank litigation. Team members collaborate closely with clients and colleagues on challenging matters that require precision, judgment, and professionalism.

Role Description

The Fiduciary Accountant will manage and oversee fiduciary accounts and financial records related to client matters, including trusts, estates, and other client funds. Day-to-day responsibilities include maintaining accurate ledgers, reconciling trust and escrow accounts, preparing periodic accountings and financial reports, and ensuring compliance with applicable professional, regulatory, and tax requirements. The role involves working closely with attorneys and support staff to gather financial information, document transactions, and respond to internal and external inquiries about fiduciary accounts. The Fiduciary Accountant will also assist with audits, implement internal controls, and help refine accounting procedures to safeguard client assets and support the firm’s risk management efforts. This is a full-time, on-site role based in New York, NY.

Qualifications

• Candidates should possess strong accounting and fiduciary management skills, including account reconciliation, financial reporting, and ledger maintenance.
• Candidates should possess knowledge of trust and estate accounting principles, including handling client funds, escrow accounts, and court-required accountings.
• Candidates should possess proficiency with accounting software and Excel, along with the ability to work with financial databases and document management systems.
• Candidates should possess attention to detail, strong analytical and problem-solving skills, and a high level of accuracy in numerical work.
• Candidates should possess clear written and verbal communication skills, with the ability to explain financial information to legal professionals and clients.
• Candidates should possess strong organizational and time-management abilities, including prioritizing multiple matters and meeting deadlines.
• Candidates should possess an understanding of legal or professional ethics related to handling client funds; prior experience in a law firm or professional services environment is beneficial.
• Candidates should possess a bachelor's degree in Accounting, Finance, or a related field; relevant certifications (such as CPA or work toward certification) are a plus.