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Fiduciary Accountant (Remote)

Posted 14 Days Ago
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Remote
Hiring Remotely in USA
Mid level
Remote
Hiring Remotely in USA
Mid level
The Fiduciary Accountant will manage fiduciary accountings, prepare formal and informal reports, and coordinate with teams for estate and trust matters.
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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


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