Fiduciary Accountant

Cravath, Swaine & Moore LLPNew York, NY
3d$115,000 - $145,000Hybrid

About The Position

The Fiduciary Accountant prepares various tax and information returns for individuals, trusts, estates and charitable foundations and maintains detailed tax and accounting records for executors and other fiduciaries who are clients of the Firm.

Requirements

  • Bachelor’s degree required;
  • At least 2-5 years experience as a fiduciary accountant at a law firm or public accounting firm;
  • Strong attention to detail and superior organizational skills;
  • Must be able to maintain precise accurate financial records on multiple matters on a current basis;
  • Must be able to adhere to strict time deadlines;
  • Ability to work effectively within a team, as well as independently;
  • Proficiency in Microsoft Office products including Word, Excel and PowerPoint, as well as ProSystems, Omega, FAS, Super Forms, and Number Cruncher;
  • Availability to work additional hours, as needed.

Nice To Haves

  • CPA or Enrolled Agent preferred;

Responsibilities

  • Assists trusts & estates attorneys in the administration of trusts, estates and charitable foundations;
  • Prepares Federal and State estate tax returns including valuing assets, organizing deductions and computing accruals;
  • Prepares Federal and State fiduciary income tax returns for all types of trusts, including charitable remainder unitrusts, and estates;
  • Prepares information returns for charitable organizations;
  • Calculates executor's and trustee’s commissions;
  • Maintains detailed financial records (including asset and cash ledgers) of all transactions of estates and trusts from inception to termination;
  • Maintains the checkbooks for trusts and estates;
  • Prepares detailed estate and trust accountings for judicial and non judicial settlement;
  • Calendars and calculates all taxes due including estimated income taxes and prepares interrelated tax calculations;
  • Participates and assists in Federal and State audits of tax returns;
  • Provides continuous financial information to attorneys and paralegals in the trusts and estates department as requested concerning cash and asset balances available for payment of expenses, taxes, and bequests;
  • Maintains and organizes tax and accounting files; and
  • Performs other duties as assigned.

Benefits

  • paid time off
  • medical
  • dental
  • vision care
  • 401(k)
  • substantial health club discounts

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Number of Employees

5,001-10,000 employees

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