Fiduciary Accountant
Accounting & Finance/Accountant - Tax
LHH
$150,000.00 - $200,000.00 per Year
New York, New YorkPermanent
Accountant - Tax
Accounting & Finance
Position Summary
Job Requirements:
Bachelor's Degree in Accounting
CPA required
Minimum of 10+ years of recent experience working on Fiduciary Tax for a quality Law Firm, Accounting Firm, or Bank Trust Department
Knowledge of ProSystem or GoSystem
Knowledge of Omega or OneSource Software is a plus
Professional demeanor and strong work ethic
Willingness to learn and be a team player, with dedication to quality service
Excellent written and verbal communication skills
Ability to build strong working relationships with clients
Knowledge of Tax Forms 1041, 709, 706, and 990-PF
Job Knowledge:
Fiduciary Income Tax
Gift Tax
Estate Tax
Tax Forms 706, 709, and 990-PF
Fiduciary Accountings
Estate and Gift Planning
Private Foundations
Job Duties:
Prepare fiduciary income tax returns and maintain accounts and records for various estates and trusts
Prepare estate and gift tax returns
Prepare private foundation returns
Prepare estate and gift tax calculations for estate planning matters
Perform tax research
Compute trustee’s and executor’s commissions
Calculate unitrust and annuity payments and maintain records with respect to payment dates
Coordinate distributions to various trust beneficiaries
Arrange for payment of estimated taxes
Maintain tax “tickler” and verify timely filing of returns
Assemble work papers for several client individual tax returns
Confer with attorneys, investment advisors, and administrators on various matters as questions arise
Communicate with Internal Revenue Service and State Tax Departments to inquire about the status of returns and resolve tax issues
Pay Details: $150,000.00 to $200,000.00 per year
Search managed by: Kevin Johnson
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Fiduciary Accountant
Accounting & Finance/Accountant - Tax
LHH
$150,000.00 - $200,000.00 per Year
New York, New YorkPermanent
Accountant - Tax
Accounting & Finance
Position Summary
Job Requirements:
Bachelor's Degree in Accounting
CPA required
Minimum of 10+ years of recent experience working on Fiduciary Tax for a quality Law Firm, Accounting Firm, or Bank Trust Department
Knowledge of ProSystem or GoSystem
Knowledge of Omega or OneSource Software is a plus
Professional demeanor and strong work ethic
Willingness to learn and be a team player, with dedication to quality service
Excellent written and verbal communication skills
Ability to build strong working relationships with clients
Knowledge of Tax Forms 1041, 709, 706, and 990-PF
Job Knowledge:
Fiduciary Income Tax
Gift Tax
Estate Tax
Tax Forms 706, 709, and 990-PF
Fiduciary Accountings
Estate and Gift Planning
Private Foundations
Job Duties:
Prepare fiduciary income tax returns and maintain accounts and records for various estates and trusts
Prepare estate and gift tax returns
Prepare private foundation returns
Prepare estate and gift tax calculations for estate planning matters
Perform tax research
Compute trustee’s and executor’s commissions
Calculate unitrust and annuity payments and maintain records with respect to payment dates
Coordinate distributions to various trust beneficiaries
Arrange for payment of estimated taxes
Maintain tax “tickler” and verify timely filing of returns
Assemble work papers for several client individual tax returns
Confer with attorneys, investment advisors, and administrators on various matters as questions arise
Communicate with Internal Revenue Service and State Tax Departments to inquire about the status of returns and resolve tax issues
Pay Details: $150,000.00 to $200,000.00 per year
Search managed by: Kevin Johnson
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance