Fiduciary Accountant (Law Experience)
Company: SourcePro Search
Location: New York City
Posted on: April 1, 2026
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Job Description:
SourcePro Search is conducting a search for an experienced
Fiduciary Accountant with 5–10 years of experience in an estate and
trust environment (preferably within a law firm), a bachelor's
degree in accounting or tax, and proficiency in Excel, PowerPoint,
OMEGA accounting software, and Wolters Kluwer Pro Systems tax
software. The ideal candidate will apply principles of fiduciary
accounting to analyze financial information and prepare income,
estate and gift tax returns. What You'll Do: · Prepares and files
Federal and state estate tax and gift tax returns; · Prepares and
files Federal and state fiduciary income tax returns; · Prepares
estate and trust accountings to be filed in the Surrogate’s Court
for judicial settlement; · Prepares informational returns for tax
exempt entities; · Estate and gift tax planning (actuarial and
interest computations i.e., QPRTs, GRATs, CRATs and CLUTs); ·
Maintains and updates estate and trust accounts and records (tax
information); · Deals directly with attorneys in the Estates and
Personal Group; · Responds to IRS and NYS audit inquiries. In
addition, responsibilities related to maintaining firm and client
information are to be adhered to by all employees. This includes
complying with the firm’s information security policies, protecting
firm assets from unauthorized access, disclosure, modification,
destruction or interference, and reporting security events or
potential events or other security risks to management. What You'll
Bring: · Minimum of 5 to 10 years of experience in estate and trust
environment (law firm preferred); · Bachelor’s degree in accounting
or tax. · Proficient in Excel and PowerPoint; · Proficient in OMEGA
accounting software and Wolters Kluwer Pro Systems tax software; ·
Strong verbal and written communication skills.; · Must be detail
oriented with the ability to handle multiple projects and
priorities; · Must be able to work independently with the ability
to establish and build partnerships in a team environment.
https://sourceprosearch.com/
Keywords: SourcePro Search, Norwalk , Fiduciary Accountant (Law Experience), Accounting, Auditing , New York City, Connecticut
