Senior Fiduciary Accounting & Reporting Analyst

Tompkins Financial Advisors; Village of Brewster (NY); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401(k) Match

Profit Sharing

Paid Time Off

11 Holidays

Tuition Reimbursement

Free Parking

Employee Referrals

Job summary

Tompkins Financial Advisors in Brewster, NY, seeks a Fiduciary Accounting and Reporting Analyst to support fiduciary tax reporting and compliance. This position emphasizes accuracy and regulatory adherence in fiduciary activities.

Key responsibilities include managing tax reporting processes and preparing complex fiduciary accountings. Candidates should have strong analytical skills, effective communication abilities, and a minimum of 5 years of relevant experience in the fiduciary field.

Qualifications

• Minimum of 5 years of experience in fiduciary accounting, tax services, or a professional services environment.
• Demonstrated knowledge of fiduciary accounting, trust operations, and tax reporting requirements.
• Working knowledge of IRAs, retirement plans, and related distribution requirements.

Responsibilities

• Ensure accurate and timely preparation of fiduciary tax reporting and compliance.
• Lead and manage required minimum distribution processes.
• Support preparation and maintenance of complex fiduciary accountings.

Skills

Analytical capabilities

Attention to detail

Time management

Effective communication

Education

Bachelor’s degree in Accounting, Finance, or a related field

Tools

Microsoft Excel

Microsoft Word

ONESOURCE™

Job description

Tompkins Financial Advisors in Brewster, NY, seeks a Fiduciary Accounting and Reporting Analyst to support fiduciary tax reporting and compliance. This position emphasizes accuracy and regulatory adherence in fiduciary activities.

Key responsibilities include managing tax reporting processes and preparing complex fiduciary accountings. Candidates should have strong analytical skills, effective communication abilities, and a minimum of 5 years of relevant experience in the fiduciary field.