Fiduciary Accountant (Law Experience)

SourcePro Search, LLC; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

SourcePro Search, LLC is seeking an experienced Fiduciary Accountant in New York with 5–10 years in an estate and trust environment, ideally within a law firm. A bachelor’s degree in accounting or tax and strong Excel/PowerPoint skills are required, with proficiency in OMEGA and Wolters Kluwer Pro Systems tax software.

The role involves applying fiduciary accounting principles to analyze financial information and prepare a range of tax returns and estate/trust accountings for court filings and

Qualifications

• 5–10 years of fiduciary accounting experience in estate and trust environments, law firm preferred.
• Bachelor’s degree in accounting or tax.
• Proficient in Excel and PowerPoint; skilled with OMEGA and Wolters Kluwer Pro Systems tax software.
• Strong verbal and written communication; ability to manage multiple projects.

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 Surrogate’s Court settlements.
• Prepares informational returns for tax-exempt entities.
• Estate and gift tax planning (QPRTs, GRATs, CRATs, CLUTs).
• Maintains and updates estate and trust accounts and records.
• Interacts with attorneys in Estates and Personal Group.
• Responds to IRS and NYS audit inquiries.

Skills

Verbal and written communication

Independent work

Detail oriented

Education

Bachelor's degree in accounting or tax

Tools

Excel

PowerPoint

OMEGA accounting software

Wolters Kluwer Pro Systems tax software

Job description

We are conducting a search for an experienced Fiduciary Accountant with 5–10 years of experience in an estate and trust environment (preferably within a law firm), a bachelor's degree in accounting or tax, and proficiency in Excel, PowerPoint, OMEGA accounting software, and Wolters Kluwer Pro Systems tax software.

The ideal candidate will apply principles of fiduciary accounting to analyze financial information and prepare income, estate and gift tax returns.

What You'll Do:

• 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.

What You'll Bring:

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