Fiduciary Accountant Job at SourcePro Search, LLC, New York, NY

LzhNTVdYVklVcjZUMnhUelM1eWg5Q05ocWc9PQ==
  • SourcePro Search, LLC
  • New York, NY

Job Description

We are conducting a search for a Fiduciary Accountant with 5+ years as a trust and estate fiduciary accountant with Federal Forms 1041 and 706 experience.

The fiduciary accountant will work with our Individual Client Services Department and be responsible for the preparation of estate, gift, and income tax returns and estate and trust accountings. The position includes handling both new and recurring work situations of varying degrees of complexity. There will be direct contact with lawyers within the firm, clients, court personnel and other professionals.

What You'll Do:

• Preparation of federal and state estate and gift tax returns.

• Preparation of probate/fiduciary accountings.

• Preparation of federal and state fiduciary income tax returns for trusts and estates.

• Preparation of income projections and income tax planning.

• Maintain checkbook and other bank and security or investment accounts.

• Assist with federal and state audits.

• Correspond with tax authorities to resolve tax issues.

• Calculate estimated taxes and cash needs.

• Prepare financial statements.

• Perform other job related duties as assigned and assist attorneys when needed.

What You'll Bring:

• 5+ years as trust and estate fiduciary accountant or experience in a closely related field OR entry level professional with a strong tax and accounting background as we are willing to train the right candidate.

• Knowledge of ProSystems and Thompson Reuters OneSource.

• Must have strong tax and accounting knowledge.

• Strong working knowledge of Excel, Microsoft Word and Outlook.

• Must possess the ability to multi-task and work under deadlines with attention to detail.

• Ability to work independently.

• Strong written and verbal communication skills.

Job Tags

Remote job,

Similar Jobs

KIT HomeBuilders West

Home Service Construction Warranty Technician, Full-Time (Oregon, Idaho and Washington) Requires 100% travel. Job at KIT HomeBuilders West

 ...TRAVEL POSITION WHICH REQUIRES BEING ON THE ROAD FOR UP TO 10 DAYS AT A TIME. KIT Custom HomeBuilders has an immediate opening for Home Service Construction Warranty Tech. This individual will service customers in Idaho, Oregon, and Washington. Competitive pay package... 

Norfolk Southern

Train Conductor (Fort Wayne, IN 2025) Job at Norfolk Southern

 ...CT) during training: $25 per hour with a minimum of $200 per shift. After training, Conductors earn an average of $75,000 in the first year. Experienced Conductors average $85,000 per year. Promotion opportunities to Locomotive Engineer based on location needs... 

YouLend

Lead Software Engineer Job at YouLend

 ...companies and payment services providers such as Amazon, eBay, Shopify, Mollie, Dojo, Paysafe, Just Eat Takeaway and Takepayments. Our...  ...and validation of work while gaining stakeholder buy-in. Develop effective systems to manage the teams work, balancing long-term... 

Lime Media Group, Inc.

Production Operations Admin Job at Lime Media Group, Inc.

 ..., detail-obsessed, and technically savvy Production Operations Admin to support the critical behind-the-scenes coordination of our fast...  ...a key part in maintaining data accuracy in tools like Jira and Salesforce, attending meetings, capturing key decisions, and helping keep... 

ProSearch

Data Entry - Typist Part-Time - Work Online - Remote Job at ProSearch

 ...Working in the Data Entry field is a great way to supplement your income. Looking for both full-time, and part-time employees to work from home. Qualifications Must be able type with accuracy. Computer Skills including internet, e-mail, e-mail attachments...