Fiduciary Accountant Overview • The Fiduciary Accountant role involves applying fiduciary accounting principles to prepare and file various tax returns and financial documents. • Collaborate with attorneys and teams to ensure accurate estate and trust account management and compliance. • Maintain and update estate and trust records, ensuring adherence to firm policies and security protocols. • Engage in estate and gift tax planning, including actuarial and interest computations. • Work in a hybrid environment, combining remote and on-site responsibilities. • Leverage advanced accounting and tax software to optimize workflows and deliver high-quality results. • Contribute to a dynamic team environment while managing multiple projects independently. • Opportunity to work with a reputable organization offering competitive compensation and benefits. Fiduciary Accountant Key Responsibilities & Duties • Prepare and file Federal and state estate, gift, and fiduciary income tax returns. • Develop estate and trust accountings for judicial settlement in Surrogate’s Court. • Conduct estate and gift tax planning, including computations for trusts and charitable entities. • Maintain and update estate and trust accounts and tax records. • Respond to IRS and state audit inquiries, ensuring compliance and accuracy. • Collaborate directly with attorneys to address fiduciary accounting needs. • Utilize advanced accounting software for efficient tax preparation and reporting. • Adhere to firm policies and security protocols to protect sensitive information. Fiduciary Accountant Job Requirements • Bachelor’s degree in accounting or tax is required. • Minimum of 8 years of experience in estate and trust environments, preferably in a law firm. • Proficiency in Excel, PowerPoint, OMEGA accounting software, and Wolters Kluwer Pro Systems tax software. • Strong verbal and written communication skills are essential. • Detail-oriented with the ability to manage multiple projects and priorities effectively. • Ability to work independently while fostering partnerships in a team environment. • Knowledge of estate and gift tax planning concepts and computations. • Experience responding to audit inquiries and ensuring compliance with tax regulations.