Fiduciary Accountant

This is a remote position.

Fiduciary Accountant

Our client is a rapidly growing, mid-sized law firm seeking an Estates & Trusts Fiduciary Accountant to support its expanding Estates and Trusts practice. This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to complex matters.

While the firm maintains multiple office locations, this position is primarily supported from a Long Island-based hub.

Ideal Candidate

You are experienced in fiduciary accountings, highly organized, and comfortable owning multiple workstreams simultaneously. You enjoy precision-heavy work, communicating with clients and advisors, and improving processes in a modern, technology-forward environment.

Requirements

• 4+ years of experience preparing and reviewing fiduciary (estate/trust) accountings
• Bachelor’s degree in Accounting or Tax
• CPA preferred, 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.

Responsibilities (include but not limited to)

• Project management of fiduciary accounting engagements
• Prepare and review Estate and Trust accountings (formal and informal)
• Prepare and review Trustee and Executor commissions
• Prepare proposed distributions
• Coordinate with estate administration teams to support waiver/consent submissions
• Form 706 preparation
• Maintain annual accounts and records for estates and trusts
• Data analytics and structured problem-solving
• Client communication and coordination with clients’ other advisors
• ​Form 1041 preparation is a plus (not required)

Benefits

• Robust benefits package (life/disability insurance, 401(k) match, health premium support)
• Flexible work hours and location; option for 100% remote
• Transparent leadership and communication
• Support for continuing education, networking, and process improvement
• Mentorship on technical growth and career advancement
• Clear path for long-term progression (including a potential partner-track-style trajectory)

To Apply

Please submit:

• Resume

• Cover Letter

• 3 professional references

Originally posted on Himalayas