Estates and Trusts Accountant

2 weeks ago


Rockville Centre, New York, United States Falcon Rappaport & Berkman Full time
Position Overview

A prominent mid-sized legal practice is in search of an Estates and Trusts Fiduciary Accountant to enhance its expanding Estates and Trusts division.

About the Firm: Falcon Rappaport & Berkman is a dynamic Long Island-based law firm specializing in various transactional sectors, including Real Estate, Estate Planning and Administration, Taxation, and Corporate and Securities matters. The firm’s integrated approach enables it to provide exceptional counsel to real estate professionals, closely held businesses, affluent families, and private equity firms. The collaborative efforts among the attorneys at FRB yield outstanding results for clients, achievable only through expertise across multiple legal disciplines.

Role Responsibilities: The selected candidate will be responsible for overseeing the preparation and evaluation of both formal and informal Estate and Trust accountings. The role demands strong organizational skills and an analytical approach to problem-solving.

  • Manage accounting projects effectively.
  • Prepare and review Estate and Trust accountings.
  • Evaluate Trustee and Executor commissions.
  • Draft proposed distributions.
  • Coordinate with the Estate administration team for waiver and consent submissions.
  • Handle 706 preparation.
  • Maintain annual accounts and records for Estates and Trusts.
  • Utilize data analytics for problem-solving.
  • Communicate with clients and coordinate with their advisors.
  • 1041 preparation experience is advantageous but not mandatory.

Candidate Qualifications:

  • Bachelor's degree in Taxation or Accounting.
  • CPA designation is preferred but not essential.
  • Experience in managing engagements is required.
  • Ability to prioritize and organize tasks efficiently.
  • Capable of working independently while also collaborating effectively with others.
  • Proficient in managing multiple workstreams concurrently.
  • Strong technological skills are essential, as the firm operates in a paperless environment.
  • Familiarity with Thomson Reuters OneSource Fiduciary Accounting software is preferred.

Application Materials: Interested candidates should submit the following:

  • Resume
  • Cover Letter
  • Three professional references

Benefits:

  • Comprehensive benefits package, including life and disability insurance, 401(k) matching, and contributions towards health insurance premiums.
  • Flexible working hours and location options, including the possibility of remote work.
  • Open communication within the department and the firm.
  • Support for continuing education, networking opportunities, and suggestions for operational improvements.
  • Mentorship on technical aspects of legal practice and business development.
  • Clear pathway to partnership opportunities.

Salary Range: $70,000 - $140,000. Hybrid or Remote Eligible.



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