Fiduciary Accountant (Private Client Services)

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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