Fidutiary Accountant (West Hartford)

Michael Page; West Hartford (CT); Sur place; USD 130 000 - 160 000; Plein temps

Avantages offerts par ce poste

Competitive salary

On-site position

Comprehensive benefits

Résumé du poste

Michael Page, a CT-based law firm specializing in trusts and estates, is seeking a Fiduciary Accountant to oversee trusts and estates financial records and ensure regulatory compliance. This onsite role is based in West Hartford, CT.

You will prepare and file federal Form 706, Form 1041, and state estate and fiduciary returns, manage client investments data, and support legal actions with precise accounting and reporting. Competitive salary and comprehensive benefits are offered.

Qualifications

• 5-10 years of experience as a fiduciary 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.

Responsabilités

• 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

Connaissances

Attention to detail

Communication skills

Accounting software

Team collaboration

Description du poste

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.

Interested in taking the next step of your career with a long-standing trust and estates firm in West Hartford?

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.