WhiteCap Search · 1 week ago
Fiduciary Accountant - Professional Services
Manhattan, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$160K/yr - $180K/yr
8+ years expWhiteCap Search is a professional services firm renowned for its exceptional client service and collaborative culture. They are seeking a Fiduciary Accountant to prepare fiduciary tax returns and manage fiduciary accounting for trusts and estates, ensuring compliance with IRS regulations and client goals.
Professional ServicesRecruitingStaffing Agency
Responsibilities
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
Qualification
Required
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
Company
WhiteCap Search
WhiteCap Search is a staffing and recruiting firm that functions to enhance the experience of the job search process.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
J
Jerry Battipaglia
Co-Founder & CEO
B
Barbara Tamberlane
COO and Founding Partner
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