Legal Staff Accounting/Finance in Stamford, CT

Law Firm

Stamford, CT

Legal Staff Accounting/Finance in Stamford, CT

Legal Staff

Min 5 yrs required

No

Job Title: Fiduciary Accountant (Hybrid)

Job Responsibilities:
The Fiduciary Accountant will be responsible for handling estate and trust administration matters, alongside family office functions. Key responsibilities include:
- Preparation of estate, gift, and income tax returns.
- Conducting estate and trust accountings.
- Handling fiduciary administrative work.
- Direct communication with clients.
- Trust and estate accountings using GEMS software.
- Preparing fiduciary income tax returns with ProSystem software.
- Preparing . and New York estate and gift tax returns.
- Filing New York Surrogate's Court probate and administration forms, and pleadings in probate and administration proceedings using Lexis-Nexis HotDocs.
- Working with Connecticut Probate Court forms and practices.
- Creating projections to illustrate various estate planning techniques using Brentmark Estate Planning Tools.
- Analyzing accountings received from other fiduciaries.
- Utilizing spreadsheets via Microsoft Excel.

Education and Experience Information:
- A minimum of 5 years of experience in Trusts and Estates (T&E) is required.
- Candidates must have a full knowledge of accounting functions.
- A strong accounting/financial background and excellent working knowledge of trust and estate software are essential.
- Strong verbal, written, and interpersonal skills are necessary.
- Candidates must exhibit confidentiality, diplomacy, and responsiveness.
- Problem-solving abilities and spreadsheet proficiency are required.
- Minimum educational requirement is a Bachelor’s degree.

Salary Information:
The text does not provide specific salary information.

Benefits:
The law firm promotes a work environment that supports both professional and personal growth, offering resources that encourage individuals to focus on their health and well-being. Benefits include:
- Comprehensive medical (PPO and HDHPs), dental, and vision plans, including coverage for domestic partners.
- Life and AD&D insurance.
- Short and long-term disability insurance.
- Tax-advantaged accounts for health care expenses, including FSAs and HSAs, and FSAs for dependent care.
- Health advocacy services.
- Behavioral health and counseling resources for all family members.
- 401(k) and profit sharing.
- Pre-tax transit and parking program.
- Backup dependent care and senior care planning support.
- Resources for individuals with developmental disabilities and their caregivers.
- Paid holidays and other paid time off, including paid leave for new parents.

Legal Information:
The law firm is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth, or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status, or any other factor prohibited by law.

Personal Information collected from applicants will be used solely for processing applications throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, email, Social Security Number, and signature. Additional information may be collected with consent for a background check, which includes criminal background, employment, and certifications.