The Fiduciary Accountant will manage fiduciary accountings, prepare formal and informal reports, and coordinate with teams for estate and trust matters.
This is a remote position.
Fiduciary Accountant
Our client is a rapidly growing, mid-sized law firm seeking an Estates & Trusts Fiduciary Accountant to support its expanding Estates and Trusts practice. This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to complex matters.
While the firm maintains multiple office locations, this position is primarily supported from a Long Island-based hub.
You are experienced in fiduciary accountings, highly organized, and comfortable owning multiple workstreams simultaneously. You enjoy precision-heavy work, communicating with clients and advisors, and improving processes in a modern, technology-forward environment.
Requirements
- 4+ years of experience preparing and reviewing fiduciary (estate/trust) accountings
- Bachelor’s degree in Accounting or Tax
- CPA preferred, not required
- Prior experience managing engagements
- Ability to organize and prioritize work.
- Ability to work independently, but also work well with others.
- Ability to manage multiple workstreams simultaneously.
- Strong technology skills (the firm relies heavily on technology because the office is paperless).
- Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains) is preferred.
- Project management of fiduciary accounting engagements
- Prepare and review Estate and Trust accountings (formal and informal)
- Prepare and review Trustee and Executor commissions
- Prepare proposed distributions
- Coordinate with estate administration teams to support waiver/consent submissions
- Form 706 preparation
- Maintain annual accounts and records for estates and trusts
- Data analytics and structured problem-solving
- Client communication and coordination with clients’ other advisors
- Form 1041 preparation is a plus (not required)
Benefits
- Robust benefits package (life/disability insurance, 401(k) match, health premium support)
- Flexible work hours and location; option for 100% remote
- Transparent leadership and communication
- Support for continuing education, networking, and process improvement
- Mentorship on technical growth and career advancement
- Clear path for long-term progression (including a potential partner-track-style trajectory)
To Apply
Please submit:
Resume
Cover Letter
3 professional references
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