TBG | The Bachrach Group is hiring: Estate Accountant / Fiduciary Accountant in

Overview

A highly regarded and nationally recognized law firm is seeking multiple Estate Accountants to join their Private Client team. This group specializes in estate, trust, and tax matters for high-net-worth individuals and families. These roles offer remote flexibility for strong candidates nationwide, as well as on-site opportunities for those based near Philadelphia, New York, or Boston.

Location: Remote (U.S.-based) or On-site in Philadelphia, New York, or Boston

Compensation: $106,000–$170,000+ (Highly competitive – compensation is flexible for the right candidate)

Type: Temp, Temp-to-Perm, or Direct Hire

Key Responsibilities

• Prepare and review fiduciary income tax filings, including:
  
  
  
  • Gift tax returns (Form 709)
  
  
  • Trust and estate income tax returns (Form 1041)
  
  
  • Charitable trust filings and Form 990s
  
  
  • Generation-Skipping Transfer Tax (GSTT) returns
  
  
  • State-specific filings, including PA inheritance tax returns
  
  
  
  


• Support attorneys in estate and tax planning tasks, including:
  
  
  
  • Running projections for estate plans and interest on promissory notes
  
  
  • Drafting estate planning flow charts and summaries
  
  
  • Conducting analytical reviews and calculations
  
  
  
  


• Assist with client-facing matters such as:
  
  
  
  • Communicating directly with high-net-worth clients and their advisors
  
  
  • Managing tax issues related to individuals, partnerships, and corporate entities
  
  
  • Providing input during IRS audits and coordinating the preparation of audit responses and exhibits
  
  
  
  


• Maintain deadlines and workflows through internal systems (e.g., File-in-Time or similar)


• Conduct tax research to support preparation accuracy and planning strategies

Qualifications

• Bachelor's degree in Accounting, Finance, or related field required


• Minimum 3 years of experience in fiduciary or estate accounting


• Experience with trust and estate tax software (e.g., Lackner, Lacerte, Number Cruncher, Tiger Tables, or similar)


• Strong proficiency in Microsoft Office Suite, especially Excel and Word


• CPA preferred, but not required


• Excellent written and verbal communication skills


• Comfortable interacting with clients and working collaboratively within cross-functional teams


• High attention to detail and ability to manage multiple deadlines in a fast-paced environment

Work Environment Options

• Fully Remote (U.S. only): Open to top-tier temp talent regardless of location


• Hybrid / On-site: Preference for professionals located in or near Philadelphia, Boston, or New York for occasional client meetings or team collaboration


• Temp-to-Perm Pathway: Candidates open to conversion to full-time will need to be based near one of the three primary office hubs

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Legal Services and Law Practice