Fiduciary Accountant

2 weeks ago


West Palm Beach Florida, United States Devana Group Full time

Job Title: Senior Accountant 

Location: West Palm Beach, FL 

Our client is a dynamic Law Firm dedicated to providing exceptional financial services to our clients. We pride ourselves on our commitment to accuracy, integrity, and professionalism in all aspects of our work. As we continue to grow, we are seeking a skilled Senior Accountant to join our team.

Position Overview:We are seeking a highly qualified Senior Accountant with extensive experience in the preparation of 1041s, 706s, and trust accountings. The ideal candidate will not only possess strong technical expertise in these areas but will also demonstrate the ability to provide peer reviews for other preparers, ensuring the highest level of accuracy and compliance with regulatory standards.

Key Responsibilities:

Prepare complex 1041s, 706s, and trust accountings for clients, ensuring accuracy, completeness, and compliance with relevant tax laws and regulations.

Conduct thorough reviews of 1041s, 706s, and trust accountings prepared by other team members, providing constructive feedback and guidance to ensure quality and accuracy.

Serve as a subject matter expert on tax-related matters pertaining to trusts, estates, and other relevant entities.

Stay up-to-date on changes to tax laws, regulations, and accounting standards relevant to 1041s, 706s, and trust accountings, and communicate implications to the team.

Collaborate with other team members to identify opportunities for process improvement and efficiency gains in the preparation and review of 1041s, 706s, and trust accountings.

Develop and maintain strong relationships with clients, providing exceptional service and addressing any questions or concerns related to their tax filings and financial matters.

Qualifications:

Bachelor's degree in Accounting or Finance; CPA certification preferred.

years of experience in accounting, with a focus on the preparation of 1041s, 706s, and trust accountings.

Strong technical knowledge of tax laws and regulations pertaining to trusts, estates, and other relevant entities.

Proven ability to review and analyze complex financial documents with a high degree of accuracy.

Excellent communication and interpersonal skills, with the ability to effectively collaborate with team members and clients.

Detail-oriented and highly organized, with the ability to manage multiple tasks and priorities effectively.

Proficiency in relevant accounting software and Microsoft Office Suite.

If you are a dedicated accounting professional with expertise in 1041s, 706s, and trust accountings, and you are looking for an opportunity to join a dynamic team and make a meaningful impact, we encourage you to apply for this position.


  • Fiduciary Accountant

    2 weeks ago


    West Palm Beach, United States Devana Group Full time

    Job DescriptionJob DescriptionJob Title: Senior Accountant Location: West Palm Beach, FL Our client is a dynamic Law Firm dedicated to providing exceptional financial services to our clients. We pride ourselves on our commitment to accuracy, integrity, and professionalism in all aspects of our work. As we continue to grow, we are seeking a skilled Senior...

  • Client Advisor

    2 weeks ago


    Newport Beach, United States International Search Consultants Full time

    Job DescriptionJob DescriptionClient Advisor/Fiduciary AdvisorSouth Pasadena, CA and Newport Beach, CAISCs team of Financial Services Recruiters are partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow and...

  • Staff Accountant

    4 days ago


    West Covina, United States A CPA Firm in Los Angeles County Full time

    Job DescriptionJob DescriptionA fast growing CPA Firm in West Covina is looking into immediately add a few staff accountants to join our team. We provide a dynamic and fast-paced environment that delivers a broad experience to our staff. Responsibilities include but not limited to the following:Incorporates new entities in California as well as in other...

  • Tax Manager

    2 weeks ago


    West Palm Beach, United States DBMS Full time

    Job DescriptionJob DescriptionWest Palm Beach, FL CPA Firm established in 1932 seeks a Tax Manager. A Tax Manager leads and manages multiple client engagements to deliver quality tax and consulting services. The position offers excellent opportunities for leadership and career advancement.Tax Manager Requirements and Qualifications Bachelor degree required /...


  • Miami, Florida, United States City National Bank of Florida Full time

    Overview: The Trust Officer is responsible for the oversight and management of personal trusts, estates, agencies and investment management accounts. Manages the client relationship and/or administers the client account in order to create, expand and service trust department relationships while managing the risks associated with the administration of those...


  • Virginia Beach, United States Oast & Taylor Full time

    Job DescriptionJob DescriptionOast & Taylor is seeking a full-time Estate Administration paralegal. Candidates should have at least 2 years’ experience in estate, trust, and conservatorship administration, including the preparation of fiduciary accountings and related filings. Experience with fiduciary income tax and estate taxation a plus. Candidates...


  • Solana Beach, United States Hamilton Tharp LLP Full time

    Job DescriptionJob DescriptionSalary: $28-$34/hourDo you want to be part of a team invested in your success with unlimited growth potential? Do you consider yourself motivated and career driven? Do you have the maturity and insight to work directly with business owners? Hamilton Tharp has an immediate opening for an ambitious Staff Tax Accountant to become...


  • Long Beach, United States Sterling Freeman Full time

    Senior Tax Accountant – Long Beach CPA Firm "Relationships, innovation, teamwork and passion drive us. You'll have truly incredible growth opportunities as a result - in a progressive, creative, fun, family-feel environment. We have an extraordinary mix of clients in all the major industries in the area. Working here isn't about keeping your head chained...

  • Family Office CFO

    5 days ago


    North Miami Beach, United States BLS ASSET MANAGEMENT CORP. Full time

    Job DescriptionJob DescriptionWe are looking for a new CFO that can manage the family businesses, preparation of annual tax returns, investments, public and private equities and private foundations.CFO must be a CPA, Masters degree is a plus but not required, preferably experienced in real estate management, investments and taxation.Work days are Monday -...

  • Family Office CFO

    2 weeks ago


    North Miami Beach, United States BLS ASSET MANAGEMENT CORP. Full time

    Job DescriptionJob DescriptionWe are looking for a new CFO that can manage the family businesses, preparation of annual tax returns, investments, public and private equities and private foundations.CFO must be a CPA, Masters degree is a plus but not required, preferably experienced in real estate management, investments and taxation.Work days are Monday -...

  • Senior Tax Accountant

    2 weeks ago


    Long Beach, United States CareerBuilder Full time

    Senior Tax Accountant Long Beach CPA Firm "Relationships, innovation, teamwork and passion drive us. You'll have truly incredible growth opportunities as a result - in a progressive, creative, fun, family-feel environment. We have an extraordinary mix of clients in all the major industries in the area. Working here isn't about keeping your head chained to a...

  • Senior Tax Accountant

    2 weeks ago


    West Hollywood, United States CareerBuilder Full time

    Job Description Job Description Tri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy. We foster a culture of...

  • Senior Tax Accountant

    3 weeks ago


    West Hollywood, United States Tri Star Sports and Entertainment Group,Inc Full time

    Job DescriptionJob DescriptionTri Star Sports and Entertainment Group is a renowned business management firm serving high net-worth clients in the sports and entertainment industry. Tri Star provides comprehensive financial and advisory services including accounting, tax, tour management and wealth preservation strategy. We foster a culture of professionals...


  • Boca Raton, Florida, United States Fawkes IDM Full time

    A law firm is seeking a full-time Trust and Estates Paralegal to join their team. Responsibilities: handling all phases of estate and trust administration, including probate (knowledge of New Jersey, New York and Florida probate a plus) Extensive communication with clients, financial planners and accountants Preparation of federal and state estate...


  • Orlando, Florida, United States City National Bank of Florida Full time

    Overview:   The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-depository investment products. Focuses on...

  • Facility Manager

    2 hours ago


    West Columbia, United States Colliers Full time

    Make your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.Why Colliers?Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble,...


  • Imperial Beach, California, United States North Island Credit Union Full time

    Overview: General Summary The Financial Service Representative (FSR) is based in a branch. This position works within established guidelines to perform sales and service activities. Provides prompt, professional and accurate information to members and potential members in opening new accounts, securing loans, as well as cross-selling Credit Union products...

  • Closing Coordinator

    3 weeks ago


    Myrtle Beach, United States Blake Sloan Real Estate Full time

    Job DescriptionJob DescriptionExperience required!Our esteemed real estate team in Myrtle Beach is currently seeking a skilled and dynamic Closing-Transaction Coordinator to join us. We are in search of an individual who possesses extensive experience in the real estate industry. The Closing Coordinator will be dedicated to supporting the team in attaining...