Fiduciary Accountant - Boutique Law Firm in Naples, FLPosition 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 (Forms 1041, 706, and 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.
- Bachelor's degree in Accounting, Finance, or related field (Master's 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.
