Junior Fiduciary Accountant

Greenwich, CT 06830

Job Type: Accountant Job Number: 6929 Salary Range: $85,000-$105,000

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! 

• 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

• Degree in business administration, finance or accounting preferred
• Proficiency in Microsoft Office, QuickBooks, Excel and Outlook

Meet Your Recruiter

Kaitlyn Vieira
Professional Services Recruiter

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