Trust & Estates Specialist (New York)

Key Responsibilities

• Aid and coordinate the administration of complex estates, including probate filings and related administrative duties.
• Prepare fiduciary accountings for trusts and estates.
• Maintain detailed records of receipts, disbursements, distributions, and asset valuations.
• Reconcile bank and investment accounts associated with trusts and estates.
• Prepare and file estate tax returns (Form 706) and gift tax returns (Form 709).
• Ensure compliance with applicable state and federal laws, probate court requirements, and trust documents.
• Monitor and track deadlines for tax filings, court submissions, and distributions.
• Analyze and report on investment performance, principal and income allocations, and trust distributions.
• Support estate administration, including asset transfers, valuations, and liquidation.
• Participate in audits and respond to requests from regulatory authorities.
• Maintain confidentiality and uphold fiduciary standards in all client interactions.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA or Enrolled Agent preferred.
• Minimum 10 years of experience.
• Strong knowledge of fiduciary tax laws, probate procedures, and trust administration.
• Proficiency in fiduciary accounting software.
• Experience preparing fiduciary income tax returns and estate tax returns.
• Excellent analytical, organizational, and communication skills.
• Ability to work independently and collaboratively with legal and financial professionals.
• High attention to detail and commitment to accuracy.
• Discretion and professionalism in handling sensitive client information.

Paid Benefits

• The pay range for this position is: $195,000 - $205,000 per year.