Job Title: Estate/Fiduciary Accountant
Job Responsibilities:
- Prepare and file Federal and state estate tax and gift tax returns.
- Prepare and file Federal and state fiduciary income tax returns.
- Prepare estate and trust accountings.
- Prepare informational returns for tax-exempt entities.
- Engage in estate and gift tax planning, including actuarial and interest computations for Qualified Personal Residence Trusts (QPRTs), Grantor Retained Annuity Trusts (GRATs), Charitable Remainder Annuity Trusts (CRATs), and Charitable Lead Unitrusts (CLUTs).
- Maintain and update estate and trust accounts and records, focusing on tax information.
- Respond to audit inquiries from the IRS and state tax agencies.
- Assist with estate administration tasks as needed, including probate filings, inventories, collecting assets, and distributing them to beneficiaries.
Education and Experience Information:
- Certified Public Accountant (CPA) License or Enrolled Agent required.
- A minimum of 3 years of experience working in a trust and estate practice at a law firm, CPA firm, or bank.
- Bachelor’s Degree preferred.
- Proficiency in effective communication, both orally and in writing.
- Ability to organize, prioritize, and multitask while working effectively under pressure to meet deadlines.
- Capability to establish good rapport with attorneys, clients, and other staff.
Salary Information:
- The salary range for this position is $75,300 - $130,000 per year.
- Actual compensation offer to the candidate may vary from posted information based on work experience, education, and/or skill level.
- Law firm offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long-term disability, flexible spending, 401K, Paid Time Off, paid holidays, and bonuses.
Additional Information:
- Law firm is an Equal Opportunity Employer.
- The information in this posting presents general duties, tasks, and responsibilities but is not intended to be an exhaustive listing.
- Law firm participates in E-VERIFY.
