Fiduciary Accountant
Company: Murtha Cullina LLP
Location: Stamford
Posted on: June 24, 2022
Job Description:
Murtha Cullina LLP is a regional law firm with offices in CT, MA
and NY currently seeking a full-time Fiduciary Accountant/Paralegal
in its Trust & Estates department. -Although the Firm's preference
would be for the position to be based in the Firm's Stamford
office, the Firm is willing to consider having the position based
in the Hartford office.The Fiduciary Accountant will be responsible
for handling all aspects of fiduciary income tax return preparation
and federal and state estate tax return preparation, in addition to
probate filings, and trust and estate administration and
accountings.Essential Functions and Responsibilities:
- Preparing fiduciary income, estate, and generation-skipping
transfer tax returns at the federal and state level, as well as
assistance with federal and state gift tax returns;
- Preparing fiduciary accountings for trusts, estates,
conservatorships and guardianships;
- Preparing and filing in court all documents required to probate
Wills, including marshaling assets and arranging for valuation;
maintaining checkbooks and banking records, paying bills, and
computing and disbursing beneficiary distributions;
- Summarizing Wills and trust instruments;
- Completing work assignments promptly and keeping the
administration of estates and trusts on track;
- Monitoring Tax Return Lists to make sure interim and final tax
filing deadlines are being met; following up with legal team
regarding deadlines, highlighting any issues that may have
arisen;
- Participating in development and on-going implementation of
estate and trust administration calendaring software.Education,
Skills and Experience:The job of Fiduciary Accountant requires a
four-year college degree and a minimum of 7 years' experience
working in a trust and estate practice at a law firm, CPA firm or
bank. A concentration or advanced degree in accounting is desirable
(although law school coursework can serve to satisfy this as well),
and a CPA license are beneficial. The job requires in-depth
experience in all aspects of estate administration, including tax
filings, and strong communication skills. The Fiduciary Accountant
will interface directly with Firm clients, Firm attorneys at all
levels and attorneys and professionals from other law firms,
companies, foundations, etc. In addition, the role requires working
knowledge of Excel and other software applications. -The Fiduciary
Accountant will consistently produce an accurate work product while
managing simultaneous projects and working independently to
prioritize and complete tasks on-time.
Keywords: Murtha Cullina LLP, Stamford , Fiduciary Accountant, Accounting, Auditing , Stamford, Connecticut
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