Fiduciary Trust Accountant

About

A storied Trust & Estates Law Firm is looking to add a Fiduciary Trust Accountant to their team.

Responsibilities

• 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 Cummings & Lockwood LLC, 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

Qualifications

• Degree in business administration, finance or accounting preferred
• Five (5) to ten (10) years’ experience as a Fiduciary Accountant
• 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.
• Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX and FastTax
• Knowledge of Trust and Estate procedures and trial balance sheets
• Excellent communication skills, both verbal and written
• Detail orientated, good time management and organizational skills
• Able to prioritize and multitask effectively

Compensation

• Commensurate with experience
• Competitive benefits package
• Fiduciary Accountant is an exempt role, not eligible for overtime
• Annual Paid Time Off (PTO) of twenty-five (25) days the first year and thirty (30) days on the first anniversary