Fiduciary Accountant

Responsibilities

• Prepare and review federal and state estate tax returns (Form 706)
• Prepare fiduciary income tax returns (Form 1041) and related state filings
• Support probate and estate administration matters for high-net-worth clients
• Aid in fiduciary accounting, income tax reporting, and related compliance
• Collaborate closely with Trusts & Estates attorneys, tax managers, and paralegals
• Support complex estate planning, trust administration, and settlement activities
• (Preferred) Exposure to Foundation or a similar software

Qualifications

• Several years of relevant experience in fiduciary accounting, estate tax, or trust administration
• Experience preparing Forms 706 and 1041 required
• Background in trusts & estates, fiduciary income taxation, or estate administration
• Foundation software experience is a strong plus, but not required
• The firm is not positioned to train junior professionals; candidates should be able to operate independently
• Candidates with 3–4 years of strong, hands-on experience will be considered if highly capable

Pay

USD100,000 - USD160,000 per year

Schedule

Full-time, hybrid position