Grassi · 1 day ago
Fiduciary Accounting Manager
Jericho, NY
Full-time
Onsite
Senior Level
6+ years expGrassi is a leading provider of advisory, tax and accounting services to businesses and individuals. The Fiduciary Accounting Manager plays a key role in the strategy and success of the practice, combining technical expertise in fiduciary and court accounting with strong leadership and client relationship management.
AccountingAdviceFinancial ServicesTax Preparation
Hiring Manager
Michelle I.
Responsibilities
Perform technical review of complex trust and estate fiduciary and court accountings
Lead and manage engagement teams to ensure accuracy, efficiency, and timely delivery of client work products
Manage and strengthen client relationships, serving as a trusted advisor to trustees, attorneys, banks, and family offices
Provide estimates for new engagements and prepare all required documentation for onboarding new clients and matters
Ensure compliance with all firm processes and procedures, eDocs, engagement setup, and technology initiatives
Review and interpret trust agreements, estate planning documents, fiduciary accounting principles, and applicable state principal and income acts
Review tax-related documents including Forms 706, 1041, and K-1s, as well as bank and brokerage statements and other supporting documentation
Develop and implement operational efficiencies to improve quality, turnaround time, and engagement profitability
Monitor engagement economics, including billing, collections, staff utilization, and workload assignments
Oversee timely and accurate billing and follow up on outstanding receivables
Build and maintain strong working relationships with internal teams and service lines
Supervise, coach, and develop staff; support recruiting efforts and contribute to a flexible, inclusive, and team-oriented culture
Complete required self-study and continuing education to maintain technical expertise in fiduciary accounting, tax concepts, and relevant software applications
Qualification
Required
Bachelor's degree
Minimum of 6 years of fiduciary and/or court accounting experience within a bank, law firm, or CPA firm
Uniform Principal and Income Act knowledge across jurisdictions- (states)
Proven experience managing teams, client engagements, and complex fiduciary matters
Advanced technical knowledge of fiduciary accounting and fiduciary tax concepts
Experience reviewing complex trust and estate accountings and IRS Forms 706, 1041, and K-1s
Strong understanding of trust structures, terminology, and estate planning documents
Ability to research and apply state-specific principal and income acts and other fiduciary laws
Proficiency with GEMS and FAS software as well as Microsoft Word and Excel
Strong leadership, organizational, and client-facing skills
Demonstrated relationship management capabilities
Experience working with large, complex trusts and estates
Experience supporting family offices
Demonstrated analytical, problem-solving, and interpersonal excellence
Benefits
Paid time off
Strong learning & development opportunities including technical and soft skill trainings, both internally taught and externally taught by well-known instructors in the industry
“Dress for Your Day” dress code- this allows our employees to plan their outfit around their work responsibilities for the day; jeans for the office, business casual when meeting a client, etc.
Summer hours: condensed work week Monday through Thursday with an early close on Friday from Memorial Day through Labor Day
CPA exam reimbursement program including CPA review program, CPA exam fees, additional time off, passing bonus and more
Discounted gym memberships
Wellness programs
A competitive benefits package
Company
Grassi
GRASSI provides accounting, auditing, tax planning, compliance, and business consulting services.
201-500 employees
H1B Sponsorship
Grassi has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
Funding
Current Stage
Growth StageLeadership Team
David M. Rottkamp
Partner - Not-for-Proft Niche Practice Leader
Michael Violano, CPA
Partner
Company data provided by crunchbase