Accountant Job at Hire Point Recruiting in Morristown

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Base pay range

$60,000.00/yr - $120,000.00/yr

About the role

Own end-to-end fiduciary accounting for trusts, estates, and related entities. You will prepare court-ready accountings, manage principal vs. income, coordinate fiduciary tax deliverables, and partner with attorneys, trustees, beneficiaries, and advisors to safeguard assets and ensure compliance.

Key responsibilities

• Maintain general ledgers for trusts, estates, foundations, and agency accounts.
• Prepare fiduciary accountings: receipts, disbursements, gains/losses, principal vs. income allocations, beginning/ending inventories, and schedules.
• Produce court and beneficiary reports in line with state probate rules and firm standards.
• Reconcile custodial statements and brokerage activity; validate cost basis, accruals, and valuations.
• Monitor cash, liquidity, and distributions; prepare cash flow forecasts and funding recommendations.
• Review and calculate trustee, investment management, and custody fees.
• Support preparation of Form 1041/5227 and K-1s with external tax advisors; compile workpapers and tie-outs.
• Document policies, internal controls, and segregation of duties; support audits and examinations.
• Track compliance with UPIA/UPMIFA and Prudent Investor standards.
• Respond to ad hoc analysis requests from leadership, trustees, and counsel.

Qualifications

• Bachelor’s in Accounting, Finance, or related field.
• 3–7 years of fiduciary, trust, estate, or wealth management accounting experience.
• Strong knowledge of principal vs. income, probate reporting, and fiduciary standards.
• Skilled with trust accounting and portfolio systems (e.g., Advent/Black Diamond/Tamarac or similar) and advanced Excel.
• Familiarity with fiduciary tax concepts and support for 1041/5227 filings.
• Detail oriented, discreet, and deadline driven; strong communication with non-accountants.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Accounting/Auditing

Industries

• Law Practice

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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