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:
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Oversee complex accountings for trusts and estates portfolios for high net worth clients
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Prepare and finalize federal and state income tax returns, estate tax returns, and gift tax returns
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Preparation of workpapers and lead sheets for complex tax returns
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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
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Work with various stakeholders including third party accounting firms, internal partners, and other law firms
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Confirm funds are allocated correctly
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Document interpretation and risk management
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Prepare tax projections and related estimated payments
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Research and consult with management on various client-related tax matters
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Respond to inquiries from the IRS and other tax authorities
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Develop and edit correspondence, memoranda, and other client deliverables as needed
REQUIRED SKILLS:
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5+ years of Trust and/or Estate accounting or paralegal experience
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Bachelor’s Degree required
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Experience in complex accounting matters for trusts and estates
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Knowledge of trust and estate income taxation
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Ability to work with high-profile clients on a daily basis
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The ability to work well under pressure and to coordinate several activities at once with limited direction
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The initiative to problem-solve and meet strict deadlines
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Strong research skills
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