Fiduciary Accountant

2 weeks ago

New York, New York, United States WhiteCap Search Full time $150,000 - $200,000 per year

Our client, a professional services firm, is seeking a Fiduciary Accountant to join their team. Renowned for its exceptional client service and collaborative culture, the firm has a long-standing reputation for excellence and innovation, handling complex, high-stakes matters across diverse industries and global jurisdictions. This is a hybrid role based in Manhattan, NY, requiring three days per week in the office.

Job Function

  • 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.

Job Requirements

  • 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.

Disclosure: The hourly rates and/or salaries listed may or may not reflect total compensation packages including bonus and fringe benefits, etc., nor are the advertisement(s) posted a guarantee of a certain compensation package for a position or bona fide offer of employment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
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