Fiduciary Accountant
1 Battery Park Plz New York City, NY 10004 US
Job Description
Our client, a prestigious law firm, is seeking a Fiduciary Accountant to join their team in NYC!
Qualifications:
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Bachelor’s degree in Accounting with active CPA certification.
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At least 10 years of recent experience in Fiduciary Tax within a law firm, accounting firm, or bank trust department.
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Proficiency with ProSystem or GoSystem; familiarity with Omega or OneSource is a plus.
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Strong communication skills and a professional demeanor.
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Must be a reliable team player, eager to learn, and committed to high-quality service.
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Demonstrated ability to build strong client relationships.
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Solid understanding of tax forms including 1041, 709, 706, and 990-PF.
Tax Knowledge Required:
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Fiduciary, Gift, and Estate Tax
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Estate and Gift Planning
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Fiduciary Accountings
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Private Foundations
Key Responsibilities:
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Prepare fiduciary income tax returns and maintain records for estates and trusts.
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Prepare estate, gift, and private foundation tax returns.
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Perform tax calculations for estate planning and compute fiduciary commissions.
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Calculate unitrust and annuity payments; track payment schedules.
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Manage beneficiary distributions and estimated tax payments.
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Maintain filing calendars and ensure deadlines are met.
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Organize tax work papers and collaborate with attorneys, advisors, and administrators.
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Communicate with the IRS and state tax agencies to resolve issues and track return statuses.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Meet Your Recruiter
Dan James
Managing Director
After graduating with an Associates Degree in Business Administration from Westchester Community College Dan wasn't sure exactly what he wanted to do. In February 2013 he decided to put his knack for connecting people with one another to work when he joined The Phoenix Group. When he's not in the office you can find him skiing, golfing, or spending time with his family.