Our Purpose : We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.
Our Vision : We are committed to utilizing ...Show moreLast updated: 9 days ago
Fund Accountant, Trust
SS&C TechnologiesJacksonville, FL, US
Full-time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...Show moreLast updated: 6 days ago
Senior Trust & Estate Accountant
Kassouf & Co.Birmingham, Alabama, United States
Full-time
Quick Apply
Founded in 1931, Kassouf is a CPA, advisory, and financial planning firm headquartered in Birmingham, Alabama.With locations in Birmingham, Auburn, Orange Beach, Huntsville, and Baton Rouge, Kassou...Show moreLast updated: 30+ days ago
Promoted
Senior Trust Accountant
Tawani EnterprisesSpring Hill, TN, US
Full-time
The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general ad...Show moreLast updated: 9 days ago
Promoted
Trust Tax Accountant I
Cullen / Frost BankersSan Antonio, TX, US
Full-time
It's about taking care of people, our people.Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, th...Show moreLast updated: 1 day ago
Promoted
Fiduciary Accountant-Trust & Estates
LHH Recruitment SolutionsNew York, NY, United States
Full-time
We are seeking a detail-oriented and experienced Fiduciary Accountant with specialized expertise in trust and estate accounting.
The ideal candidate will be responsible for managing the financial af...Show moreLast updated: 5 days ago
Principal Accountant (Trust Accounts)
City of BostonUnited States
Full-time
Under the supervision of the Trust Accounting and Investment Supervisor, the Principal Accountant will be responsible for analyzing, comparing, and interpreting financial data and statements.Mainta...Show moreLast updated: 24 days ago
Promoted
Senior Trust and Estate Tax Accountant
Hantzmon WiebelCharlottesville, VA, US
Full-time
Our Purpose : We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.
Our Vision : We are committed to utilizing ...Show moreLast updated: 30+ days ago
Trust Tax Accountant I
Frost BankSan Antonio, TX
Full-time
It’s about taking care of people, our people.Are you known as an organized individual? Do you enjoy working independently and with a team? Do you find yourself creating a task list daily? If so, th...Show moreLast updated: 4 days ago
Promoted
New!
Trust Accountant
Leeds Professional ResourcesDoral, FL, United States
Full-time
Leads a leading global law firm seeking a Senior Accounting Specialist Trust to join its dynamic accounting team in Miami.
This role offers an opportunity to work in a collaborative, fast?paced envi...Show moreLast updated: 19 hours ago
Promoted
Fiduciary Accountant-Trust & Estates
LHHNew York, NY, US
Permanent
Fiduciary Accountant-Trust & Estates.We are seeking a detail-oriented and experienced Fiduciary Accountant with specialized expertise in trust and estate accounting.
The ideal candidate will be resp...Show moreLast updated: 9 days ago
Promoted
Senior Accountant- Trust, Estate, and Gift Tax
Copeland BuhlPlymouth, MN, US
Full-time
Copeland Buhl is looking to add a Senior Accountant to our High Net Worth market segment.The High Net Worth market segment guides clients in managing and growing generational wealth, working seamle...Show moreLast updated: 9 days ago
Promoted
Trust Accountant
Addition ManagementDoral, FL, United States
Full-time
Prestigious Miami Law Firm seeks a Trust and Banking Coordinator to join their Team!.Post incoming wires received through various Treasury Management platforms.
Process outgoing wires and check requ...Show moreLast updated: 1 day ago
Promoted
Fiduciary Accountant-Trust & Estates
LHH USKensington, NY, US
Full-time
We are seeking a detail-oriented and experienced Fiduciary Accountant with specialized expertise in trust and estate accounting.
The ideal candidate will be responsible for managing the financial af...Show moreLast updated: 4 days ago
Fund Accountant, Trust
SS&CFort Worth, Texas, USA
Full-time
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries.Some 20000 financial serv...Show moreLast updated: 4 days ago
Jr. Trust Accountant - TalentZok
TalentZokTemecula, CA, US
Full-time
Trust Accountant - TalentZok OVERVIEW Are you looking for a new career opportunity with an exciting company?! Then we've got the right team for you! In this role, you're responsible for the duties...Show moreLast updated: 30+ days ago
Promoted
Senior Trust Accountant
TAWANI EnterprisesChicago, IL, US
Full-time
The Senior Trust Accountant is responsible for the preparation of multiple trust and investment accountings, reconciling bank and brokerage statements, assist with annual audit requests, general ad...Show moreLast updated: 9 days ago
Promoted
Fund Accountant, Trust
SS&C Technologies HoldingsDenver, CO, US
Full-time
Fund Accounting, Trust role is a senior individual contributor responsible for delivering accurate, timely fund accounting and managed services support for assigned clients.The role serves as a sub...Show moreLast updated: 4 days ago
Promoted
Principal Accountant (Trust Accounts)
Boston Public Health CommissionBoston, MA, US
Full-time
Under the supervision of the Trust Accounting and Investment Supervisor, the Principal Accountant will be responsible for analyzing, comparing, and interpreting financial data and statements.Mainta...Show moreLast updated: 23 days ago
Our Purpose : We exist to provide solutions and create value through our professional services for businesses, individuals, and nonprofits in our community.
Our Vision : We are committed to utilizing our position as the preeminent independent accounting and professional services firm in Central Virginia to make a positive difference for our clients and our community.
Our Mission : We will use our expertise and entrepreneurial spirit to :
Nurture future leaders through a supportive, challenging, and enjoyable work environment
Provide the highest quality professional services to our clients
Utilize our outstanding team and maximize their effectiveness by promoting a healthy balance between work and daily life
Work with clients and team members to accomplish their desired results
Responsibilities
Prepare and review fiduciary income tax returns
Prepare and review complex estate tax returns and related schedules
Prepare and review complex gift tax returns and related schedules
Research and stay up-to-date on federal and state estate tax laws and regulations
Advise clients on estate planning strategies to minimize estate tax liability
Collaborate with attorneys and other professionals involved in estate planning
Train and mentor junior staff members
Manager probate and other estate administration processes
What we’re looking for
Bachelor's degree in accounting or a related field
CPA certification required
5 years of experience in estate and fiduciary tax accounting
Strong understanding of estate tax laws and regulations
Excellent analytical and problem-solving skills
Strong communication and analytical skills
Highly motivated with a strong work ethic and a team player
Tech-savvy with proficiency in Microsoft Office Suite
Ability to make informed decisions and stay organized with a keen attention to detail
Ability to multi-task, problem-solve, and work under pressure
High level of professionalism
Ability to maintain confidentiality of client information
Ability to adapt to specialized tax and accounting software
The perks!
Career growth opportunities
Competitive salary compensation based on experience