Job Description
Job Description
International Law Firm is looking to hire a Fiduciary Tax Accountant. There is a hybrid in office work schedule, so seeking locally based candidates only.
Responsibilities:
- Preparation of fiduciary income tax returns and maintenance of accounts and records for various estates and trusts.
- Preparation of estate and gift tax returns
- Preparation of private foundation returns
- Preparation of estate and gift tax calculations for estate planning matters
- Perform tax research
- Computation of trustee’s and executor’s commissions
- Calculation of unitrust and annuity payments and maintenance of records with respect to payment dates
- Coordination of distributions to various trust beneficiaries
- Arrange for payment of estimated taxes
- Maintenance of tax “tickler” and verification of timely filing of returns
- Assemble work papers for several client individual tax returns
- Confer with attorneys, investment advisors, and administrators on various matters as questions arise.
- Communicate with Internal Revenue Service and State Tax Departments to inquire about the status of returns and to resolve tax issues.
Job Knowledge:
- Fiduciary Income Tax
- Gift Tax
- Estate Tax
- Tax Forms 706, 709 and 990-PF
- Fiduciary Accountings
- Estate and Gift Planning
- Private Foundations
Please send resumes directly to saravana.velayutham@roberthalf(.)com. If you're working with one of my colleagues in the tri-state area, please reach out to them and refer to job reference number 02940-0013248828
- Bachelors Degree in Accounting
- Minimum of 10+ years of recent experience working on Fiduciary Tax for a quality Law Firm, Accounting Firm or Bank Trust Department
- Knowledge of Tax Forms 1041, 709, 706, and 990-PF