JRG Partners, LLC. · 2 months ago
Fiduciary Accountant
Naples, FL, United States
Full-time
Onsite
Senior Level
$160K/yr - $160K/yr
5+ years expJRG Partners, LLC. is a boutique law firm committed to providing high-quality and individualized attention to its clients. They are seeking a seasoned Fiduciary Accountant (CPA) to manage accounting, reporting, and tax preparation related to estates and trusts, while ensuring compliance with all applicable laws and regulations.
Human ResourcesRecruitingStaffing Agency
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
Qualification
Required
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
Preferred
Master's in Taxation preferred
Benefits
Comprehensive benefits package including health, dental, and vision coverage.
Paid time off and firm holidays.
Supportive, team-oriented environment with opportunities for professional growth.
Company
JRG Partners, LLC.
JRG Partners, for decades has evolved to become one of the Leading Global Contingent and Retained Executive Search Firms, with our Corporate Headquarters located in Palm Beach Florida.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jeremy Gleason
Managing Partner | Chief Visionary & Data Officer
Company data provided by crunchbase