Fiduciary Accountant (Remote)
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Job Location:
New York City, NY - USA
Monthly Salary:
Not Disclosed
Posted on:
10 hours ago
Vacancies:
1 Vacancy
Job Summary
This is a remote position.
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.
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
- Robust benefits package (life/disability insurance 401(k) match health premium support)
- Flexible work hours and location; option for 100% remote
- 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
