Fiduciary Accountant

Job Description:

Responsibilities:

 Preparation of fiduciary income tax returns and maintenance of accounts and records for various estates and trusts.

 Preparation of estate and gift tax returns.

 Preparation of private foundation returns.

 Preparation of estate and gift tax calculations for estate planning matters; perform tax research.

 Computation of trustee’s and executor’s commissions.

 Calculation of unitrust and annuity payments and maintenance of records with respect to payment dates.

 Coordination of distributions to various trust beneficiaries; arrange for payment of estimated taxes.

 Maintenance of tax “tickler” and verification of timely filing of returns.

 Confer with attorneys, investment advisors, and administrators on various matters as questions arise.

Job Requirements:

Requirements:

 Experience with probate and estate administration.

 Bachelors Degree in Accounting.

 Minimum of 3+ years of recent experience working on Fiduciary Tax for a quality Law Firm. Accounting Firm or Bank Trust Department.

 Knowledge of CCH; OneSource a plus.

 Professional demeanor and strong work ethic.

Willingness to learn and to be a team player, with dedication to quality service.

 Excellent written and verbal communication skills.

 Strong knowledge of Excel and ability to run projections.

 Build strong working relationships with clients; knowledge of Tax Forms 1041 and 706.

Job Knowledge:

 Fiduciary Income Tax; Gift Tax; Estate Tax.

 Tax Forms 709 and 990-PF; Fiduciary Accountings.

 Estate and Gift Planning; Private Foundations.