Job Description

We're looking for an experienced Fiduciary Tax Accountant! Excellent PTO - 5 weeks!

This Jobot Job is hosted by: Matthew Wade
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $90,000 - $130,000 per year

A bit about us:
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Founded in 1909, we provide sophisticated legal counsel to both private clients and commercial enterprises. Our clients include individuals and families with inherited and newly created wealth, as well as emerging, middle market and Fortune 500 companies. The Firm provides a broad range of services, including trusts and estates, corporate and finance, litigation, and commercial and residential real estate services.

Why join us?
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Benefits:

401(k)
Dental insurance
Flexible spending account
Health insurance
Life insurance
Paid time off
Vision insurance

Job Details
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Summary of Responsibilities

Identifies, collects, analyzes, abstracts, organizes and maintains facts and documents in accordance with correct legal practice and procedure.
Identifies, collects, analyzes, abstracts, organizes and maintains financial statements and spreadsheets related to client investments.
Develops and maintains working relationships with clients and personnel both inside and outside the firm to obtain and clarify information needed to substantiate facts, identify documents and otherwise support legal actions.
Develops, implements and maintains tracking and accounting systems for sophisticated client investments to facilitate preparation of U.S. trust tax returns.
Organizes and maintains information, facts, records and other documents necessary to support legal actions.
Assists in analysis of legal proceedings to identify problems, needs and procedures.
Primary Responsibilities & Essential Functions of the Job

Prepare federal and state death tax returns.
Prepare federal and state income tax returns for decedent's estates, testamentary and inter vivos trusts.
Prepare individual, fiduciary, partnership and non-profit organization tax returns.
Prepare estate and trust probate accountings.
Prepare related filings, planning and analysis for all accountings and returns.
Trust and estate administration.
Verbal and written communications with clients, trustees, banks, etc.
Track due dates and see that returns and accountings are filed timely or extended where applicable.
Specific Skills Required

Knowledge of accounting and trust procedures.
Knowledge of trial balance sheets.
Ability to develop, organize and maintain electronic data collection.
Ability to effectively manage case materials.
Proficient in MSExcel.
Knowledge of Estate Val Software (EVP), ProSystem fx, Fast Tax a plus

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. #finance-accounting #trust #excel #fiduciary #estates #indtier2

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