SourcePro Search, LLC · 1 day ago
Fiduciary Accountant (Law Experience)
New York, NY
Full-time
Onsite
Senior Level
$150K/yr - $200K/yr
5+ years expSourcePro Search is conducting a search for an experienced Fiduciary Accountant with expertise in estate and trust environments. The ideal candidate will analyze financial information, prepare tax returns, and maintain estate and trust accounts while collaborating with attorneys in the Estates and Personal Group.
Staffing & Recruiting
Responsibilities
Prepares and files Federal and state estate tax and gift tax returns
Prepares and files Federal and state fiduciary income tax returns
Prepares estate and trust accountings to be filed in the Surrogate’s Court for judicial settlement
Prepares informational returns for tax exempt entities
Estate and gift tax planning (actuarial and interest computations i.e., QPRTs, GRATs, CRATs and CLUTs)
Maintains and updates estate and trust accounts and records (tax information)
Deals directly with attorneys in the Estates and Personal Group
Responds to IRS and NYS audit inquiries
Qualification
Required
5–10 years of experience in an estate and trust environment (preferably within a law firm)
Bachelor's degree in accounting or tax
Proficiency in Excel
Proficiency in PowerPoint
Proficiency in OMEGA accounting software
Proficiency in Wolters Kluwer Pro Systems tax software
Strong verbal and written communication skills
Detail oriented with the ability to handle multiple projects and priorities
Ability to work independently and establish and build partnerships in a team environment
Company
SourcePro Search, LLC
SourcePro Search, LLC is a WEBENC Certified boutique staffing agency specializing in professional services contingent, retained and executive search staffing for permanent, contract and consulting professionals.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase