Fiduciary Accountant - Trusts, Estates & Escrow

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

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