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The ideal candidate will apply principles of fiduciary accounting to analyze financial information and prepare income, estate and gift tax returns.
What You'll Do:
· Prepares and files Federal and state estate tax and gift tax returns;
· Prepares and files Federal and state fiduciary income tax returns;
· Prepares estate and trust accountings to be filed in the Surrogate’s Court for judicial settlement;
· Prepares informational returns for tax exempt entities;
· Estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs);
· Maintains and updates estate and trust accounts and records (tax information);
· Deals directly with attorneys in the Estates and Personal Group;
· Responds to IRS and NYS audit inquiries.
In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management.
What You'll Bring:
· Minimum of 5 to 10 years of experience in estate and trust environment (law firm preferred);
· Bachelor’s degree in accounting or tax.
· Proficient in Excel and PowerPoint;
· Proficient in OMEGA accounting software and Wolters Kluwer Pro Systems tax software;
· Strong verbal and written communication skills.;
· Must be detail oriented with the ability to handle multiple projects and priorities;
· Must be able to work independently with the ability to establish and build partnerships in a team environment.
Apply to Fiduciary Accountant (Law Experience)
SourcePro Search is conducting a search for an experienced Fiduciary Accountant with 5–10 years of experience in an estate and trust environment (preferably within a law firm), a bachelor's degree in accounting or tax, and proficiency in Excel, PowerPoint, OMEGA accounting software, and Wolters Kluwer Pro Systems tax software.
The ideal candidate will apply principles of fiduciary accounting to analyze financial information and prepare income, estate and gift tax returns.
What You'll Do:
· Prepares and files Federal and state estate tax and gift tax returns;
· Prepares and files Federal and state fiduciary income tax returns;
· Prepares estate and trust accountings to be filed in the Surrogate’s Court for judicial settlement;
· Prepares informational returns for tax exempt entities;
· Estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs);
· Maintains and updates estate and trust accounts and records (tax information);
· Deals directly with attorneys in the Estates and Personal Group;
· Responds to IRS and NYS audit inquiries.
In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management.
What You'll Bring:
· Minimum of 5 to 10 years of experience in estate and trust environment (law firm preferred);
· Bachelor’s degree in accounting or tax.
· Proficient in Excel and PowerPoint;
· Proficient in OMEGA accounting software and Wolters Kluwer Pro Systems tax software;
· Strong verbal and written communication skills.;
· Must be detail oriented with the ability to handle multiple projects and priorities;
· Must be able to work independently with the ability to establish and build partnerships in a team environment.