Wiggin and Dana LLP
Fiduciary/Trust & Estate Tax Accountant
Wiggin and Dana LLP, New Haven, Connecticut, us, 06540
Summary
The Fiduciary/Trust & Estate Tax Accountant will apply principles of fiduciary accounting to analyze financial information and prepare federal and various state estate tax, gift tax, fiduciary income tax and private foundation returns. The candidate will also prepare formal accountings for trusts and estates and maintain annual accounts and records for various estates and trusts.
*This position can be located in our Connecticut or New York offices.*
The target base pay range for this role in New York is $90-$130k and is dependent on experience and other relevant factors.
Job Duties The following are essential job duties and responsibilities of a Fiduciary/Trust & Estate Tax Accountant. The list is not exhaustive, and other duties may be assigned as necessary. Facilitate aspects of trust and estate administration including: preparation of formal and informal estate and trust accountings Preparation of federal and state estate tax, gift tax, fiduciary income tax and private foundation returns document assets and arrange for valuations as necessary Read and interpret wills and trust instruments Handle special projects or additional responsibilities as assigned Update and organize electronic and physical files for easy access
Knowledge/Skills and Abilities Excellent written and verbal communication skills. Analytical, numerically astute with strong demonstrated problem-solving and reporting abilities. Ability to work well under pressure and handle emergency situations. Ability to meet strict deadlines and attend to multiple tasks at one time. Strong organizational skills and attention to detail. Strong interpersonal skills in order to communicate with a diverse group of attorneys, staff and clients. Ability to exercise discretion. Ability to work both independently and in a team environment. Proficiency with Microsoft Office with emphasis on WORD and Excel skills required. Familiarity with fiduciary accounting software preferred.
Education: Associate’s or Bachelor’s degree in accounting, tax or a related area An advanced degree in tax, law, or accounting and/or CPA license is preferred
Essential Physical Demands: Ability to sit for extended period of time and to operate office equipment, e.g., computers.
*This position can be located in our Connecticut or New York offices.*
The target base pay range for this role in New York is $90-$130k and is dependent on experience and other relevant factors.
Job Duties The following are essential job duties and responsibilities of a Fiduciary/Trust & Estate Tax Accountant. The list is not exhaustive, and other duties may be assigned as necessary. Facilitate aspects of trust and estate administration including: preparation of formal and informal estate and trust accountings Preparation of federal and state estate tax, gift tax, fiduciary income tax and private foundation returns document assets and arrange for valuations as necessary Read and interpret wills and trust instruments Handle special projects or additional responsibilities as assigned Update and organize electronic and physical files for easy access
Knowledge/Skills and Abilities Excellent written and verbal communication skills. Analytical, numerically astute with strong demonstrated problem-solving and reporting abilities. Ability to work well under pressure and handle emergency situations. Ability to meet strict deadlines and attend to multiple tasks at one time. Strong organizational skills and attention to detail. Strong interpersonal skills in order to communicate with a diverse group of attorneys, staff and clients. Ability to exercise discretion. Ability to work both independently and in a team environment. Proficiency with Microsoft Office with emphasis on WORD and Excel skills required. Familiarity with fiduciary accounting software preferred.
Education: Associate’s or Bachelor’s degree in accounting, tax or a related area An advanced degree in tax, law, or accounting and/or CPA license is preferred
Essential Physical Demands: Ability to sit for extended period of time and to operate office equipment, e.g., computers.