Fiduciary Accountant (Hybrid)
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
Fiduciary Accountant
Our client is a rapidly growing mid-sized law firm seeking an Estates & Trusts Fiduciary Accountant to support its expanding Estates and Trusts practice. This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured analytical approach to complex matters.
While the firm maintains multiple office locations this position is primarily supported from a Long Island-based hub and may be hybrid for the right candidate.
Ideal Candidate
You are experienced in fiduciary accountings highly organized and comfortable owning multiple workstreams simultaneously. You enjoy precision-heavy work communicating with clients and advisors and improving processes in a modern technology-forward environment.
Requirements
4 years of experience preparing and reviewing fiduciary (estate/trust) accountings
Bachelors degree in Accounting or Tax
CPA preferred 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.
Responsibilities (include but not limited to)
Project management of fiduciary accounting engagements
Prepare and review Estate and Trust accountings (formal and informal)
Prepare and review Trustee and Executor commissions
Prepare proposed distributions
Coordinate with estate administration teams to support waiver/consent submissions
Form 706 preparation
Maintain annual accounts and records for estates and trusts
Data analytics and structured problem-solving
Client communication and coordination with clients other advisors
Form 1041 preparation is a plus (not required)
Benefits
Perks & Benefits
Robust benefits package (life/disability insurance 401(k) match health premium support)
Flexible work hours and location
Transparent leadership and communication
Support for continuing education networking and process improvement
Mentorship on technical growth and career advancement
Clear path for long-term progression (including a potential partner-track-style trajectory)
To Apply
Please submit:
Resume
Cover Letter
3 professional references
Company Industry
IT Services and IT Consulting
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
