Fiduciary Administrator

New York, NY 11561

Job Type: Accounting Job Number: 7528 Salary Range: $120,000 - $150,000

Job Description

JOB REQUIREMENTS:
  • Bachelors Degree
  • Minimum of 10+ years of recent experience working on estate and trust administration as well as Fiduciary Tax for a quality Law Firm
  • Knowledge of Hot Docs Surrogate’s Court Forms
  • Familiarity with Surrogate’s Court procedures in NY, CT, NJ, & FL
  • Knowledge of ProSystem or Gosystem
  • Knowledge of Omega or OneSource Software a plus
  • Professional demeanor and strong work ethic
  • Willingness to learn and to be a team player, with dedication to quality service
  • Excellent written and verbal communication skills
  • Build strong working relationships with clients, attorneys, accountants and other administrators
  • Knowledge of Tax Forms 1041, 706, 709, 990-PF
  • Hybrid - 3 days in the office & 2 remote

JOB DUTIES:
  • Facility with client contact, draft correspondence and documents relating to legal and administrative aspects of estate and trust administration.
  • Preparation of probate and administration papers, Federal and New York State and other state estate and inheritance tax returns, coordination of distributions to various trust beneficiaries; assist in arrangement for payment of estimated taxes; maintenance of tax “tickler” and verification of timely filing of returns; assemble work papers for several client individual tax returns; confer with attorneys, investment advisors, and administrators on various matters as questions arise.
  • Arrange for date of death appraisals of assets, establish estate accounts; preparation of Receipt and Release documents.  Preparation of Agreements Settling Accounts of Executors and Trustees
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.
 

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Amanda Goulart
Senior Principal Recruiter

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