Overview

100% remote, newly created Fiduciary Accountant opening with our client. Professional hired will ideally live in the tri-state area in order to attend occasional meetings in lower Manhattan. Experience as a Fiduciary Accountant at a bank, law firm or public accounting firm required. 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, etc.
• Prepare federal and state fiduciary income tax returns for various trusts, including charitable remainder unitrusts and estates.
• Prepares federal gift tax returns and personal federal and state income tax returns
• Prepares information returns for charitable organizations.
• Calculates executors’ and trustees’ commissions.
• Maintains detailed financial records of all transactions of estates and trusts from inception to termination.
• Prepares detailed estate and trust accountings for judicial and non-judicial settlement.
• Calendars and calculates all taxes due including estimated income tax payments.
• Prepares interrelated and other tax calculations and projections for planning purposes.
• Participates and assists in federal and state audits of tax returns.
• Provides financial information to attorneys/paralegals as requested.
• Maintains and organizes tax and accounting files.

Qualifications

• Bachelor’s degree required.
• 5+ 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.
• Maintain precise financial records on multiple matters.
• Proficiency in Microsoft Office products.