POSITION: Fiduciary Accountant (Private Client Services)
LOCATION: Garden City, New York
COMPENSATION & BENEFITS: Base salary up to $135,000 plus paid Overtime, Bonus, Medical, Dental and Vision benefits, generous vacation and sick/personal days, paid holidays, 401K, and more!
ORGANIZATION: Renowned New York Law Firm
KEY RESPONSIBILITIES:
- Oversee complex accountings for trusts and estates portfolios for high net worth clients
- Prepare and finalize federal and state income tax returns, estate tax returns, and gift tax returns
- Preparation of workpapers and lead sheets for complex tax returns
- Provide description and analysis of acts of trustee or executor on particular matters including, but not limited to, account fundings, receipts and disbursements, or investment performance
- Work with various stakeholders including third party accounting firms, internal partners, and other law firms
- Confirm funds are allocated correctly
- Document interpretation and risk management
- Prepare tax projections and related estimated payments
- Research and consult with management on various client-related tax matters
- Respond to inquiries from the IRS and other tax authorities
- Develop and edit correspondence, memoranda, and other client deliverables as needed
REQUIRED SKILLS:
- 5+ years of Trust and/or Estate accounting or paralegal experience
- Bachelor’s Degree required
- Experience in complex accounting matters for trusts and estates
- Knowledge of trust and estate income taxation
- Ability to work with high-profile clients on a daily basis
- The ability to work well under pressure and to coordinate several activities at once with limited direction
- The initiative to problem-solve and meet strict deadlines
- Strong research skills
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