ACCOUNTANT- TRUSTS ESTATES

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Job description

Award winning regional CPA firm in the Hudson Valley has an opening for a Trust & Estates Accountant. Exceptional career potential. Firm progressive in Life/Balance issues and employee oriented. Partnership Potential is Real.

Qualifications

Advanced degree in tax, law, or accounting and/or CPA license

Five to ten years of relevant experience in a CPA firm. Possible partnership.

Must demonstrate strong problem solving skills, a highly organized approach, and attention to detail

Exceptional client service and outstanding communication skills, both oral and written

Ability to lead by example and to work effectively in a team environment

Proficient computer ability relative to administrative programs, spreadsheets, tax preparation software, trial balance software, time entry, word processing, and internet research.

Knowledge of professional pronouncements such as FAS, SAS, GAAS, and GAAP.

Understanding of the general ledger accounting structure.

Ability to analyze and reconcile accounting data.

Accurate, organized, and timely work habits.

Responsibilities

Prepare and review estate and trust fiduciary accountings

Prepare and review related filings, planning and analysis for all fiduciary accountings and returns

Ability to prepare and review fiduciary income tax returns, gift tax returns, federal and state estate tax returns, and private foundations

Ability to review fiduciary accountings, lead fiduciary accounting services team and coordinate with fiduciaries, attorneys, surrogate court accounting clerks and Attorney General counsel

Computing and reviewing commissions and calculating unitrust and annuity payments

Coordinating distributions to various trust beneficiaries and arranging for payment of estimated taxes

Maintenance of accounts and records for various estates and trusts

General trust and estate administration, including record keeping, monitoring filing deadlines, and client communication

Oversee the accounting aspects of a trust or estate intermediate or final settlement

Recommend form of accounting in terminating trusts in partnership with Settlement Officer

Gather relevant accounting materials for the outside preparation of judicial and non-judicial accountings, including full, principal only or abbreviated accountings

Interpret the governing trust instrument and conduct review of accountings to confirm account was funded correctly and that all items were allocated correctly between income and principal during the life of the account

Review and/or prepare computations of trustee's commissions in terminating trusts

Prepare abbreviated and/or cash statement accountings on a limited basis, as requested

Participate in Quality Control reviews of accountings being filed with a court or governmental agency

Provide expert analysis of our acts as trustee or executor on particular matters including, but not limited to, account fundings, receipts and disbursements, or investment performance

Company offers excellent benefits including 100% paid individua health insurance from date of hire, 401k with match, dental, vision, generous PTO, family friendly culture, and career advancement including Partner Track.

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