Senior Fiduciary Accountant

About The Role

We are excited to offer a newly created opportunity for a Fiduciary Accountant. This position provides the flexibility of remote work while contributing to the administration of trusts, estates, and charitable foundations. Your expertise will be essential in preparing and managing various tax returns and financial records.

Key Responsibilities

• Collaborate with trusts and estates attorneys to manage trusts, estates, and charitable foundations.
• Prepare and file federal and state estate tax returns, including asset valuation.
• Handle federal and state fiduciary income tax returns for various trusts and estates, including charitable remainder unitrusts.
• Prepare federal gift tax returns and personal federal and state income tax returns.
• Create information returns for charitable organizations.
• Calculate commissions for executors and trustees.
• Maintain detailed financial records for estates and trusts from inception to termination.
• Prepare comprehensive estate and trust accountings for both judicial and non-judicial settlements.
• Schedule and compute all taxes due, including estimated income tax payments.
• Perform tax calculations and projections for planning purposes.
• Assist in federal and state audits of tax returns.
• Provide financial information to attorneys and paralegals as needed.
• Organize and manage tax and accounting files.
  
  

Qualifications

• Bachelor's degree in Accounting or a related field.
• At least 5 years of experience as a fiduciary accountant, ideally gained in a bank, law firm, or public accounting firm.
• Familiarity with Thomson Reuters FPS (Onesource) Estate and Gift Tax and Accounting software.
• Demonstrated ability to maintain precise financial records across multiple matters.
• Proficiency in Microsoft Office Suite.
  
  

If you are an experienced fiduciary accountant looking for a dynamic role with the flexibility of remote work, we encourage you to apply.

Employment Type: Full-Time