The Phoenix Group
http://cdn.haleymarketing.com/templates/62733/logos/400x400.png
http://www.tpgnyc.com
http://www.tpgnyc.com
USD
85000
105000
YEAR
true
Kaitlyn Vieira
Junior Fiduciary Accountant
Job Description
Our client, a prestigious law firm is looking for a Junior Fiduciary Accountant to join their Greenwich team!
This is a great opportunity for someone who would like to grow within a firm!
Responsibilities:
• Draft probate documents
• Compile federal and state estate income tax filings
• Complete federal and state fiduciary income tax returns for trusts and estates
• Establish and manage estate and trust accounts
• Catalog, assess, and gather assets
• Oversight of checking accounts, including payment of invoices, monitoring balances, and maintaining financial records
• Generate balance sheets and cash requirement memoranda
• Facilitate the distribution of assets to beneficiaries
• Engage in effective communication (both verbal and written) with clients, Attorneys, executors, trustees, and financial institutions regarding estate and trust affairs
• Undertake administrative duties associated with executing responsibilities, such as filing, copying, scanning, and mailing
Qualifications
• Degree in business administration, finance or accounting preferred
• Proficiency in Microsoft Office, QuickBooks, Excel and Outlook
This is a great opportunity for someone who would like to grow within a firm!
Responsibilities:
• Draft probate documents
• Compile federal and state estate income tax filings
• Complete federal and state fiduciary income tax returns for trusts and estates
• Establish and manage estate and trust accounts
• Catalog, assess, and gather assets
• Oversight of checking accounts, including payment of invoices, monitoring balances, and maintaining financial records
• Generate balance sheets and cash requirement memoranda
• Facilitate the distribution of assets to beneficiaries
• Engage in effective communication (both verbal and written) with clients, Attorneys, executors, trustees, and financial institutions regarding estate and trust affairs
• Undertake administrative duties associated with executing responsibilities, such as filing, copying, scanning, and mailing
Qualifications
• Degree in business administration, finance or accounting preferred
• Proficiency in Microsoft Office, QuickBooks, Excel and Outlook
Meet Your Recruiter
Kaitlyn Vieira
Senior Principal Recruiter
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