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Fiduciary Accountant / Paralegal

New York, NY

Fiduciary Accountant / Paralegal

Salary Range: $160,000 - $175,000 (cap, with flexibility based on experience)

Location: New York

Job Type: Exempt

Hybrid Schedule: In-office and remote (not 100% remote)

Vaccination Requirement: Applicants need to be fully vaccinated, boosters optional.

Job Description:

SourceProSearch is seeking a Fiduciary Accountant/Paralegal will work with our Individual Client Services Department and be responsible for the preparation of estate, gift, and income tax returns and estate and trust accountings. This position includes handling both new and recurring work situations of varying degrees of complexity. There will be direct contact with lawyers within the firm, clients, court personnel, and other professionals.

Primary Functions:

  • Preparation of federal and state estate and gift tax returns.
  • Preparation of probate/fiduciary accountings.
  • Preparation of federal and state fiduciary income tax returns for trusts and estates.
  • Preparation of income projections and income tax planning.
  • Maintain checkbook and other bank and security or investment accounts.
  • Assist with federal and state audits.
  • Correspond with tax authorities to resolve tax issues.
  • Calculate estimated taxes and cash needs.
  • Prepare financial statements.
  • Perform other job-related duties as assigned and assist attorneys when needed.

Specific Skills Desired:

  • 5+ years as a trust and estate fiduciary accountant or experience in a closely related field OR entry-level professional with a strong tax and accounting background as we are willing to train the right candidate.
  • Knowledge of ProSystems and Thomson Reuters OneSource.
  • Strong tax and accounting knowledge.
  • Strong working knowledge of Excel, Microsoft Word, and Outlook.
  • Must possess the ability to multi-task and work under deadlines with attention to detail.
  • Ability to work independently.
  • Strong written and verbal communication skills.

If you meet the above requirements and are interested in joining our team, please submit your resume and cover letter.

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