Fiduciary Accountant

Job Description

Job Description

Salary : $200k -$220k base

Overview

KNM is retained to identify a Fiduciary Accountant to lead a small team. The selected professional will cross-train with the retiring department leader over a period of several months and assume that role. Our client is located in downtown NYC and offers a hybrid work arrangement, competitive compensation, and generous PTO. The ideal professional will have 7+ years’ experience as a fiduciary accountant at a bank, law firm or public accounting firm along with some supervisory experience. For more opportunities from KNM Resources, please visit https : / / www.knmresources.com / all -openings.

Responsibilities

• Assist trusts and estates attorneys in the administration of trusts, estates and charitable foundations.
• Prepare federal and state estate tax returns including valuing assets
• Prepare federal gift tax returns and personal federal and state income tax returns
• Prepare federal and state fiduciary income tax returns for all types of trusts, including charitable remainder unitrusts, and estates
• Prepare information returns for charitable organizations
• Prepare personal federal and state income tax and annual gift tax returns
• Calculate executors’ and trustees’ commissions
• Maintain detailed financial records of estates and trusts from inception to termination
• Prepare projections for planning purposes

Qualifications