Fiduciary Accountant

Naples, FL - USA

Monthly Salary: Not Disclosed

Posted on: 01-11-2025

Vacancies: 1 Vacancy

Job Summary

Fiduciary Accountant Boutique Law Firm in Naples FL

About the Firm:

Our boutique law firm guided by the belief that our clients deserve high-quality and individualized attention. Our elite attorneys and knowledgeable staff bring over 35 years of experience to support our clients. We are seeking a seasoned Fiduciary Accountant (CPA) to join our collaborative team and play a vital role in the financial and tax aspects of our trust and estate practice.

Position Summary:

The Fiduciary Accountant will manage all accounting reporting and tax preparation related to estates trusts and related entities. The ideal candidate will possess deep expertise in fiduciary accounting principles estate and gift tax compliance and trust administration. This role requires direct experience working within a law firm environment and handling complex estate accounting matters for high-net-worth clients.

Key Responsibilities:

Prepare fiduciary income tax returns (Formsand 709) and related schedules.
Maintain detailed accounting records for trusts and estates ensuring compliance with all applicable laws and regulations.
Coordinate with attorneys paralegals and clients on estate and trust administration matters.
Prepare and reconcile fiduciary accountings for court filings and beneficiary review.
Calculate and allocate income principal and expenses according to trust and estate documents.
Support attorneys with estate settlement processes including inventory preparation valuations and distributions.
Communicate effectively with clients beneficiaries and financial institutions to resolve accounting and tax issues.
Stay current on tax laws estate and trust regulations and fiduciary accounting standards.
Assist in developing best practices and improving internal accounting procedures.

Qualifications:

Active CPA license (required).
5 years of fiduciary or trust accounting experience in a law firm or trust/estate administration setting.
In-depth knowledge of Forms 706 (Estate Tax) and 709 (Gift Tax) filings.
Strong familiarity with trust accounting software and tax preparation platforms.
Exceptional attention to detail accuracy and organizational skills.
Strong communication and client service orientation.
Bachelors degree in Accounting Finance or related field (Masters in Taxation preferred).

Compensation & Benefits:

Competitive salary commensurate with experience.
Comprehensive benefits package including health dental and vision coverage.
Paid time off and firm holidays.
Supportive team-oriented environment with opportunities for professional growth.

Fiduciary Accountant Boutique Law Firm in Naples FLAbout the Firm:Our boutique law firm guided by the belief that our clients deserve high-quality and individualized attention. Our elite attorneys and knowledgeable staff bring over 35 years of experience to support our clients. We are seeking a sea...