Salary: $200k base

Overview 

Newly created, 100% remote opportunity with occasional “in office” meetings. Our client has engaged KNM to identify a Fiduciary Accountant for their team in downtown NYC. The ideal professional will have 7+ years’ experience as a fiduciary accountant at a bank, law firm or public accounting firm along with some supervisory experience. For more opportunities from KNM Resources, please visit https://www.knmresources.com/all-openings.

Responsibilities

• Assist trusts and estates attorneys in the administration of trusts, estates and charitable foundations.
• Prepare federal and state estate tax returns including valuing assets
• Prepare federal gift tax returns and personal federal and state income tax returns
• Prepare federal and state fiduciary income tax returns for all types of trusts, including charitable remainder unitrusts, and estates
• Prepare information returns for charitable organizations
• Prepare personal federal and state income tax and annual gift tax returns
• Calculate executors’ and trustees’ commissions
• Maintain detailed financial records of estates and trusts from inception to termination
• Prepare projections for planning purposes

Qualifications

• Bachelor’s degree required.
• 7+ years’ experience as a fiduciary accountant at a bank, law firm or public accounting firm.
• Knowledge of Thomson Reuters FPS (Onesource) Estate and Gift Tax and Accounting.
• Proficiency in Microsoft Office products.