Fiduciary Accountant

Responsibilities

• Preparation of fiduciary income tax returns (Form 1041 and related state returns) on the Intuit ProSeries Software and monitoring estimated tax requirements for estates and trusts;
• Preparation of federal and state estate tax returns using Thomson Reuters OneSource; preparation of tax calculations and otherwise assisting in connection with estate planning for high clients;
• Preparation of annual returns for foundations on Form 990-PF and monitoring estimated tax payments and required distributions;
• Calculation of fiduciary commissions; and entering transactions with respect to estates and trusts in a fiduciary accounting program (we currently use Omega Fiduciary Accounting System) to be able to produce accountings at any time during administration of the estate or trust.
• Knowledge of OneSource FAS program is a plus.

Requirements

A candidate must have a Bachelor’s degree (No CPA is required) and at least 5 years of experience in the practice area at a major law firm; must be proficient with Microsoft Word, Excel, Outlook, Powerpoint, e-filing, FileSite or DeskSite, OneSource FSA, Omega.