Job description

_Job Title- Fiduciary Accountant
Job Location- Rockville Centre, NY (Hybrid)
Job Type- Full time_

The ideal candidate will have the capability to manage the preparation and review of formal and informal Estate and Trust accountings. They will be organized and approach each issue with an analytical mindset.

Requirements: 4+ years of experience preparing and reviewing fiduciary accountings.

Responsibilities include but are not limited to:

• · Project Management of accountings.
• · Preparation and review of Estate and Trust accountings (formal and informal).
• · Preparation and review of Trustee and Executor commissions.
• · Preparation of proposed distributions.
• · Coordination with the Estate administration department to produce waiver and consent submissions.
• · Maintaining annual accounts and records for Estates and Trusts.
• · Data analytics and skillful problem-solving.
• · Client communications and Coordination with their other advisors.

Position requirements:

• · Bachelor's degree in tax or accounting.
• · CPA preferred, but not required.
• · Prior experience managing engagements.
• · Ability to organize and prioritize work.
• · Ability to work independently, but also work well with others.
• · Ability to manage multiple workstreams simultaneously.
• · Strong technology skills (the firm relies heavily on technology because the office is paperless).
• · Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains) is preferred.

Submit the following materials when applying:

• · Resume
• · Cover Letter
• · 3 professional references

Perks:

• · Robust benefits package, including life and disability insurance, 401(k) match, and contribution toward health insurance premiums.
• · Flexible work hours and location, including option for 100% remote through the end of 2020.
• And many more.

Job Type: Full-time

Salary: $100,000.00 - $120,000.00 per year

Benefits:

• 401(k)
• 401(k) matching

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• GAAP: 1 year (Preferred)

License/Certification:

• CPA (Preferred)

Work Location: On the road

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