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Fiduciary Accountant
Location: US-NY-Nyc
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Relevante has partnered with a law firm in the New York City, NY area to provide them with a Fiduciary Accountant(link removed) Please read the below description and let us know if you are interested. Prioritized Must Have Skills for the Fiduciary Accountant: #1. Must have 5 or more years of estate administration experience, including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate's Court related filings. #2. Must have experience at a top 100 firm or at a small Chambers ranked T&E boutique firm. #3. No more than 3 jobs in the last 10yrs. Responsibilities of a Fiduciary Accountant: Maintain annual accounts and records for estates and trusts Prepare, edit and review probate or administration proceeding papers, collection and valuation of assets, payment of debts and bequests Prepare, edit, review and file federal and state estate tax returns Prepare, edit and review informal estate and trust accountings, administration of ongoing trusts, including distribution requests and income tax payments Review Form 1041s prepared by outside accountants Prepare, edit and review receipt and release agreements, fiduciary appointments and tax planning under the supervision of an attorney Be proactive in upcoming filing deadlines and meeting necessary deadlines Liaise with attorneys, paralegals, clients and various government agencies and services Qualifications of a Fiduciary Accountant: - 5+ years of experience
- Bachelor's degree required
- Estate administration experience, including work on large estates with complicated tax plans; preparation of Federal and State estate tax returns, probate documents and Surrogate's Court related filings
- Knowledge of estate and trust income taxation
- Knowledge of fiduciary accounting preferred
- Experience with One Source Estate Tax Program (formerly FPS), NYSBA Surrogate's Court program and Excel
- Ability to manage multiple tasks simultaneously while working in a fast-paced, deadline-driven environment
- Ability to effectively communicate and work directly with clients
- Ability to exercise discretion and maintain confidentiality of sensitive information
- Flexibility to work outside regular business hours, including early mornings, evenings and weekends as needed
Other Key Requirements: - Hybrid Must be in the office 3 days a week.
- No sponsorships or visa holders. No Corp-to-Corp.
Benefits of a Fiduciary Accountant: - Proof of vaccination required. Must have or be willing to receive the COVID-19 vaccination, including applicable booster shot by date of hire.
- Medical, Vision and Dental benefits
- FSA, 401K, and lifestyle reimbursement programs
#LI-CB1 #Hybrid About Relevante, Inc. the Recruiting Firm Representing the Client for this Job. Relevante is an accounting & technology direct hire recruiting and contract staffing firm. We help our clients identify and recruit the best talent in the market and help our candidates win engaging and enriching jobs. Our clients are some of the best companies to work for among F1000 and emerging fast growth companies in the region. Relevante has been consistently ranked as a fast growth company and one of the largest recruiting, accounting, and management consulting firms in the Philadelphia region. To stay connected with our network, please follow us on LinkedIn(link removed)>
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