Fiduciary Accountant jobs in United States
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Soni · 3 weeks ago

Fiduciary Accountant

positionNew York, NY
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff
money$150K/yr - $200K/yr
date10+ years exp

Soni is a prestigious international law firm seeking an experienced Fiduciary Accountant to join its Tax Department. This role involves preparing fiduciary income tax returns and collaborating with attorneys and advisors on complex fiduciary matters.

Recruiting
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Growth Opportunities

Responsibilities

Prepare fiduciary income tax returns for estates and trusts and maintain related accounting records
Prepare estate, gift, and private foundation tax returns
Perform fiduciary, estate, and gift tax research to support planning and compliance
Calculate trustee and executor commissions, unitrust payments, and annuity payments
Coordinate distributions to trust beneficiaries and maintain detailed payment records
Prepare estate and gift tax calculations for estate planning matters
Arrange for payment of estimated taxes and monitor filing deadlines
Maintain tax ticklers and ensure timely filing of all required returns
Communicate with the IRS and state tax authorities to resolve tax matters
Collaborate closely with attorneys, investment advisors, and administrators as questions arise

Qualification

CPAFiduciary tax experienceTax forms knowledgeProSystemGoSystemAccounting degreeProfessional demeanorWritten communicationVerbal communicationAttention to detailRelationship building

Required

CPA required
Bachelor's degree in Accounting
10+ years of fiduciary tax experience in a law firm, accounting firm, or bank trust department
Strong knowledge of tax forms 1041, 709, 706, and 990-PF
Experience with ProSystem or GoSystem
Excellent written and verbal communication skills
Professional demeanor, strong work ethic, and attention to detail
Demonstrated job stability and commitment to high-quality work

Preferred

Experience with Omega and/or OneSource
Background supporting estates, trusts, and private foundations
Ability to build strong working relationships with attorneys and clients
Experience working in a fast-paced, highly regulated environment

Benefits

Exceptional benefits
Free breakfast and lunch on onsite days

Company

Soni

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Soni is a premier staffing & recruitment company that is disrupting the human capital management space.
location
New York, New York, USA
people-size201-500 employees
web-link
https://soniresources.com

Funding

Current Stage
Growth Stage

Leadership Team

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Sid Soni
Founder and CEO
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Company data provided by crunchbase