Fiduciary Accountant - Professional Services

Whitecap

$160K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8 years of fiduciary tax and accounting experience, ideally in a legal environment.
  • Bachelor's degree in Accounting, Finance, or a related field.
  • Strong knowledge of legal trust accounting standards (IOLTA, SRA Rules).
  • Proficient in ProSystem or GoSystem tax software.

Responsibilities

  • Prepare and file fiduciary tax returns, including Form 1041, 706, and 709.
  • Manage fiduciary accounting for trusts, estates, and related entities.
  • Collaborate with attorneys and beneficiaries for tax information.
  • Reconcile trust activities and accurately allocate funds.
  • Support tax planning strategies for wealth transfer and estate administration.

Benefits

  • Hybrid work model, requiring 3 days in the office.
  • Engagement with diverse clients and complex legal structures.
  • Opportunity for professional development in fiduciary accounting.
Full Job Description
Our client, a professional services firm, is seeking a Fiduciary Accountant to join their team. This is a hybrid role based in Manhattan, NY, requiring three days per week in the office.

Job Description:

Compensation : $ 160000

Job ID : 36044

Job Function:
  • Prepare and file fiduciary tax returns, including Form 1041, Form 706, and Form 709.
  • Manage fiduciary accounting for irrevocable and revocable trusts, estates, and related entities in compliance with IRS regulations and client goals.
  • Collaborate with attorneys, trustees, and beneficiaries to gather tax-related information and deliver clear, timely reporting.
  • Reconcile trust activity and ensure accurate allocation of income, principal, deductions, and distributions.
  • Support and implement tax planning strategies for wealth transfer, charitable giving, and estate administration.


Job Requirements:

Job Requirements:
  • 8 years of fiduciary tax and accounting experience, preferably within a law firm or legal environment.
  • Bachelor's degree in Accounting, Finance, or related field.
  • Deep understanding of legal trust accounting standards, including IOLTA, SRA Rules, and Law Society guidelines.
  • Proficiency with ProSystem or GoSystem tax software.


#LI-AH1

#LI-Hybrid

36044

More Jobs at Whitecap

More Legal & Accounting Jobs

Find similar Fiduciary Accountant - Professional Services jobs: