Fiduciary Accountant

Monday through Friday, 9:00 a.m. to 5:00 p.m.

The Fiduciary Accountant prepares various tax and information returns for individuals, trusts, estates and charitable foundations and maintains detailed tax and accounting records for executors and other fiduciaries who are clients of the firm.

Job Responsibilities include: assisting Trusts & Estates attorneys in the administration of trusts, estates and charitable foundations; preparing Federal and State estate tax returns including valuing assets, organizing deductions and computing accruals; preparing Federal and State fiduciary income tax returns for all types of trusts, including charitable remainder unitrusts, and estates, preparing information returns for charitable organizations; preparing Federal and State gift tax returns; preparing Federal and State personal income tax returns; maintaining detailed financial records (including asset and cash ledgers) of all transactions of estates and trusts from inception to termination; maintaining the checkbooks for trusts and estates; preparing detailed estate and trust accountings for judicial and non judicial settlement; scheduling and calculating all taxes due including estimated income taxes and preparing interrelated tax calculations; participating and assisting in Federal and State audits of tax returns; providing continuous financial information to attorneys and paralegals in the trusts and estates department as requested concerning cash and asset balances available for payment of expenses, taxes, and bequests; maintaining and organizing tax and accounting files; and performing other duties as assigned.

Job Requirements include: Bachelor’s degree; at least 5-7 years of experience as a Fiduciary Accountant at a law firm; superior organizational skills; the ability to maintain precise financial records on multiple matters on a current basis; the ability to adhere to strict time deadlines; strong knowledge of database applications; familiarity with Omega FAS, ProSystems, Super Forms, Microsoft Word, Excel, Number Cruncher and InterEst; the availability to work additional hours, as needed.