Fidutiary Accountant (West Hartford)

Michael Page; West Hartford (CT); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k with employer match

Paid time off (PTO)

Job summary

MPI, a CT-based law firm specializing in trusts and estates, seeks a Fiduciary Accountant to manage and oversee financial records for trusts and estates. This onsite role requires deep tax familiarity and precise reporting.

The position emphasizes timely filings, client relations, and development of tracking systems for investments, with a competitive salary and comprehensive benefits.

Qualifications

• 5–10 years of experience as a fiduciary accountant or trusts/estates paralegal.
• Familiarity with US individual income tax returns (Form 1040) and state returns.
• Familiarity with Form 709 Gift Tax returns.
• Attention to detail and accuracy in financial recordkeeping.
• Excellent communication and collaboration skills.
• Proficiency in accounting software and tools.

Responsibilities

• Identify, collect, analyze, abstract, organize and maintain wills and trust documents.
• Identify, collect, analyze, abstract, organize and maintain financial statements and client investment records.
• Develop relationships with clients and personnel to obtain needed documents.
• Organize and maintain information and records supporting legal actions.
• Develop and maintain tracking and accounting systems for client investments.
• Prepare federal Form 706 and state estate tax returns.
• Prepare federal Form 1041 and applicable state fiduciary returns.
• Prepare tax returns for partnerships and non-profit organizations.
• Prepare trust and estate probate accountings and related filings.
• Execute Trust and Estate administration and track deadlines.

Skills

Attention to detail

Analytical thinking

Communication

Team collaboration

Tax compliance knowledge

Tools

Accounting software

Job description

The Fiduciary Accountant will be responsible for managing and overseeing financial records related to trusts and estates, ensuring compliance with applicable regulations and accurate reporting. This role is based in West Hartford.

This CT based law firm has been specialized in trusts and estates for over 100 years. This is an onsite position.

Description

• Identify, collect, analyze, abstract, organize and maintain facts and documents, including wills and trust documents, in accordance with compliant legal practice and procedure
• Identify, collect, analyze, abstract, organize and maintain financial statements and spreadsheets relating to client investments
• Develop and maintain relationships with clients and personnel, inside and outside the firm to obtain and clarify information necessary to substantiate facts, identify documents and support legal actions.
• Organize and maintain information, records and documents supporting legal actions.
• Develop, implement and maintain tracking and accounting systems for client investments facilitating preparation of United States trust tax returns
• Prepare federal Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return and applicable state estate tax returns
• Prepare federal Form 1041, United States Income Tax Return for Estates and Trusts and applicable state fiduciary income tax returns
• Prepare United States Income Tax Returns for Partnerships and Non-Profit Organizations
• Prepare Trust and Estate probate accountings
• Prepare related filings and analysis for all accountings and returns
• Execute Trust and Estate administration
• Track deadlines to assure returns and accountings are filed timely or extended when applicable

Profile

A successful Fiduciary Accountant should have:

• 5-10 years of experience as a fidutiary accountant or trust and estates paralegal
• Familiarity with federal Form 1040, United States Individual Income Tax Return and state individual income tax returns and preparation.
• * Familiarity with federal Form 709, United States Gift (and Generation-Skipping Transfer) tax returns.
• Attention to detail and accuracy in financial recordkeeping.
• Excellent communication and collaboration skills.
• Proficiency in accounting software and tools.

Job Offer

• Competitive salary ranging from $130,000 to $160,000 based on experience.
• Comprehensive benefits, including health, dental, vision and 401k with an employer match.
• 25 days of paid time off (PTO) (30 days after first anniversary)
• Annual raises and bonus eligibility.

MPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.