Fiduciary Accountant – Law Firm

West Hartford law office seeks full-time Fiduciary Accountant with a minimum of five years’ experience. Must have extensive knowledge of Trusts & Estates practice. General knowledge of law firm practice and procedure is required.

Job Requirements:

Summary of Responsibilities

Ø  Identifies, collects, analyzes, organizes and maintains facts and documents in accordance with correct legal practice and procedure.

Ø  Identifies, collects, analyzes, organizes and maintains financial statements and spreadsheets related to client investments.

Ø  Develops and maintains working relationships with clients and personnel both inside and outside the firm to obtain and clarify information needed to substantiate facts, identify documents and otherwise support legal actions.

Ø  Develops, implements and maintains tracking and accounting systems for sophisticated client investments to facilitate preparation of trust tax returns.

Ø  Organizes and maintains information, facts, records and other documents necessary to support legal actions.

Ø  Assists in analysis of legal proceedings to identify problems, needs and procedures.

Primary Responsibilities & Essential Functions of the Job

Ø  Estate and trust administration.

Ø  Prepare federal and state estate tax returns.

Ø  Prepare federal and state income tax returns for decedent’s estates, testamentary trusts and inter vivos trusts.

Ø  Prepare individual, fiduciary, gift tax and non-profit organization tax returns.

Ø  Prepare estate and trust filings, planning and analysis for accountings and tax returns.

Ø  Track due dates and see that returns and accountings are filed timely or extended where applicable.

Ø  Verbal and written communications with clients, trustees, banks, etc.

Ø  Maintain and expand knowledge of trusts, estates and federal and state tax regulations.

Specific Skills Required

Ø  Knowledge of probate administration and forms.

Ø  Knowledge of accounting procedures.

Ø  Ability to develop, organize and maintain electronic data collection.

Ø  Ability to effectively manage case materials.

Ø  Working knowledge of tax and accounting software, MS Word and MS Excel.