Sr. Accountant

Greenwich, CT 06830

Job Type: Accountant Job Number: 6645 Salary Range: $140,000 - $180,000

Job Description

Our client is seeking a Fiduciary Accountant to join any of their Florida offices or their Stamford, CT office! Great opportunity to join an incredible Trust & Estates firm!

  • Identify, collect, analyze, abstract, organize and maintain financial statements and spreadsheets relating to client investments and in accordance with compliant legal practice and procedure.
  • Organize and maintain information, records and documents supporting legal actions.
  • Assist with analysis of legal proceedings.
  • 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, 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.


  • Degree in business administration, finance or accounting preferred
  • Minimum 5 years of experience as a Fiduciary Accountant
  • Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX and FastTax

Meet Your Recruiter

Kaitlyn Vieira
Professional Services Recruiter

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