Fiduciary Accountant
75 Isham Road West Hartford, CT 06107 US
Job Description
West Hartford or Stamford CT
Responsibilities
• Identify, collect, analyze, abstract, organize and maintain facts and documents in accordance with compliant legal practice and procedure.
• Identify, collect, analyze, abstract, organize and maintain financial statements and spreadsheets relating to client investments.
• Develop and maintain relationships with clients and personnel, inside and outside the firm, to obtain and clarify information necessary to substantiate facts, identify documents and support legal actions.
• Organize and maintain information, records and documents supporting legal actions. • Assist with analysis of legal proceedings to identify possible issues.
• Develop, implement and maintain tracking and accounting systems for client investments facilitating preparation of U.S. trust tax returns.
• Prepare U.S. federal and state death tax returns. • Prepare U.S. federal and state income tax returns for estates, testamentary and intervivos trusts.
• Prepare individual, fiduciary, partnership and non-profit organization U.S. tax returns. • Prepare Trust and Estate probate accountings.
• Prepare related filings and analysis for all accountings and returns. • Execute Trust and Estate administration.
• Track deadlines to assure returns and accountings are filed timely or extended when applicable. Qualifications
• Degree in business administration, finance or accounting preferred • Three (3) to five (5) years’ experience as a Fiduciary Accountant
• Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX and FastTax • Knowledge of Trust and Estate procedures and trial balance sheets
• Excellent communication skills, both verbal and written • Detail orientated, good time management and organizational skills
• Able to prioritize and multitask effectively
Compensation $90,000.00 - $115,000.00 Dependent upon experience
• Competitive benefits package
• Fiduciary Accountant is an exempt role, not eligible for overtime
• Annual Paid Time Off (PTO) of twenty-five (25) days year one and thirty (30) on first anniversary
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
Kenny Pilanski
Regional Director
Kenny is a graduate from Quinnipiac University where he received his degree in Industrial Organizational Psychology. He has been with TPG since November 2015 and initially got into recruiting through a friend from college and never looked back. When he is not in the office you can find him fishing, golfing, or hanging out with his girlfriend and dog Foxy.