Fiduciary Accountant

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profile Job Location:

Rockville Centre, NY - USA

profile Yearly Salary: USD 70000 - 140000
Posted on: 10 hours ago
Vacancies: 1 Vacancy

Job Summary

Rapidly growing mid-sized law firm is seeking an Estates and Trust Fiduciary Accountant to join the firms growing Estates and Trusts practice.

Falcon Rappaport & Berkman is a rapidly-growing Long Island based law firm focusing on the transactional areas of Real Estate Estate Planning and Administration Taxation and Corporate and Securities matters. FRBs fully integrated areas of concentration expertly advise real estate professionals closely held business owners discerning families and private equity firms. The interdisciplinary collaboration among the lawyers of FRB allows the firm to achieve unparalleled outcomes for its clients that could only be secured through proficiency in multiple fields of law. As such our growing firm begets the growing need for talented individuals to assist our partners in managing corporate transactions general corporate matters fund structuring and private placements. While FRB does have an office in Manhattan Westchester and California this position will be primarily based out of our Rockville Centre location and can be hybrid or fully remote for the right candidate.

The ideal candidate will have the capability to manage preparation and review of formal and informal Estate and Trust accountings. They will be organized and approach each issue with an analytical mindset.

Requirements: 4 years experience preparing and reviewing fiduciary accountings.

Responsibilities include but are not limited to:
  • Project Management of accountings.
  • Preparation and review of Estate and Trust accountings (formal and informal).
  • Preparation and review of Trustee and Executor commissions.
  • Preparation of proposed distributions.
  • Coordination with the Estate administration department to produce waiver and consent submissions.
  • 706 preparation.
  • Maintaining annual accounts and records for Estates and Trusts.
  • Data analytics and skillful problem-solving.
  • Client communications and Coordination with their other advisors.
  • 1041 preparation is a plus but not required.

Position requirements:
  • Bachelors degree in tax or accounting.
  • CPA preferred but not required.
  • Prior experience managing engagements.
  • Ability to organize and prioritize work.
  • Ability to work independently but also work well with others.
  • Ability to manage multiple workstreams simultaneously.
  • Strong technology skills (the firm relies heavily on technology because the office is paperless).
  • Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains) is preferred.

Submit the following materials when applying:
  • Resume
  • Cover Letter
  • 3 professional references

Perks:
  • Robust benefits package including life and disability insurance 401(k) match and contribution toward health insurance premiums.
  • Flexible work hours and location including option for 100% remote.
  • Transparent communication across the department and the firm at large.
  • Encouragement of continuing education (both presenting and attending) networking and suggestions to improve firm operations.
  • Mentorship about technical aspects of law practice and how to build a book of business.
  • Unique path to the title of Partner.

Salary range: $70000 - $140000.
Hybrid or Remote Eligible

Required Experience:

Manager

Rapidly growing mid-sized law firm is seeking an Estates and Trust Fiduciary Accountant to join the firms growing Estates and Trusts practice.Falcon Rappaport & Berkman is a rapidly-growing Long Island based law firm focusing on the transactional areas of Real Estate Estate Planning and Administrati...
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Key Skills

  • Internal Audit
  • Accounting Tally
  • General Ledger Accounting
  • External Audit
  • Microsoft Excel
  • PMP
  • Financial Accounting
  • Financial Analysis
  • Payroll
  • Financial Recouncilation
  • Financial statement
  • Accounting and Finance
  • ACCA
  • CPA
  • Financial Reporting

About Company

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Falcon Rappaport & Berkman LLP is a New York-based law firm helping businesses and individuals with a range of legal concerns. Learn more about how we can help you today.

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