Fiduciary Accountant

Summary:

We are hiring for an experienced Fiduciary Accountant for a successful law firm we partner up with in the greater Stamford/Greenwich area. We are seeking someone with at least 4-5 years of related experience. They must have working knowledge of Trusts and Estates practice.

Company Info:

Our client offers a rewarding working culture, exposure to a broad range of skills, and career growth for its employees. They offer a strong compensation package, benefits, bonus. The Firm has earned several awards/recognitions as Best Law Firms and Best Lawyers 2021. They have been in business for over 50 years, with offices in CT and FL, and has a strong tenured amongst its staff. They continue to earn the confidence, trust, respect of their clients, which includes well-known and successful individuals, families, businesses, and charitable organizations.

Position Overview:

In this role, you will identify, analyze, maintain facts and documents with correct legal practice and procedure; maintain financial statements, spreadsheets, and develop working relationships with clients and personnel both inside/outside the firm.

Other Core Duties:

·Develop/Implement tracking and accounting systems for client investments to facilitate preparation of US trust tax returns

·Prepare Federal/State death tax returns

·Prepare Federal/State income tax returns for decedent’s estates

·Prepare gift tax returns

·Prepare individual, fiduciary, partnership, non-profit organization tax returns

·Prepare estate/trust probate accountings

·Prepare related filings, planning, analysis for all accounting and returns

·Analyze/Maintain financial statements, spreadsheets with clients

·Assist in analysis of legal proceedings

·Communicate with clients, trustees, banks, etc.

Requirements:

·At least 4-5 years of related experience

·Experience with accounting and trust procedures

·Experience with individual, partnership, and corporate balance sheets

·Working knowledge of legal functions utilized in processing of trusts and estates

·Proficient in MS Excel

Job Type: Full-time

Pay: $90,000.00 - $135,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Disability insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Supplemental Pay:

• Bonus pay

Education:

• Bachelor's (Preferred)

Work Location:

• One location

Work Remotely:

• No

Work Location: One location