Sullivan & Cromwell LLP
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Fiduciary Accountant
role at
Sullivan & Cromwell LLP
Summary Applies principles of fiduciary accounting to analyze financial information and prepare income, estate, and gift tax returns.
Essential Duties and Responsibilities
Prepares and files Federal and state estate tax and gift tax returns
Prepares and files Federal and state fiduciary income tax returns
Prepares estate and trust accountings to be filed in the Surrogate’s Court for judicial settlement
Prepares informational returns for tax exempt entities
Estate and gift tax planning (actuarial and interest computations, e.g., QPRTs, GRATs, CRATs and CLUTs)
Maintains and updates estate and trust accounts and records (tax information)
Deals directly with attorneys in the Estates and Personal Group
Responds to IRS and NYS audit inquiries
In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management.
Qualifications
Proficient in Excel and PowerPoint
Proficient in OMEGA accounting software and Wolters Kluwer Pro Systems tax software
Strong verbal and written communication skills
Detail oriented with the ability to handle multiple projects and priorities
Ability to work independently and build partnerships in a team environment
Education and/or Experience
Minimum of 5 to 10 years of experience in an estate and trust environment (law firm preferred)
Bachelor’s degree in accounting or tax
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Compensation The base salary range offered for this role will be between $150,000 and $200,000. When determining a candidate’s compensation offer, elements unique to each person are taken into consideration including but not limited to skill set, experience level, performance, professional certifications, degrees and location, as well as the needs of the Firm. The total compensation package for this position may include overtime pay, discretionary bonuses and other benefits. For a more comprehensive list of employee benefits, please visit
www.sullcrom.com/employee-benefits .
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Auditing and Finance
Industry Law Practice
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Fiduciary Accountant
role at
Sullivan & Cromwell LLP
Summary Applies principles of fiduciary accounting to analyze financial information and prepare income, estate, and gift tax returns.
Essential Duties and Responsibilities
Prepares and files Federal and state estate tax and gift tax returns
Prepares and files Federal and state fiduciary income tax returns
Prepares estate and trust accountings to be filed in the Surrogate’s Court for judicial settlement
Prepares informational returns for tax exempt entities
Estate and gift tax planning (actuarial and interest computations, e.g., QPRTs, GRATs, CRATs and CLUTs)
Maintains and updates estate and trust accounts and records (tax information)
Deals directly with attorneys in the Estates and Personal Group
Responds to IRS and NYS audit inquiries
In addition, responsibilities related to maintaining firm and client information are to be adhered to by all employees. This includes complying with the firm’s information security policies, protecting firm assets from unauthorized access, disclosure, modification, destruction or interference, and reporting security events or potential events or other security risks to management.
Qualifications
Proficient in Excel and PowerPoint
Proficient in OMEGA accounting software and Wolters Kluwer Pro Systems tax software
Strong verbal and written communication skills
Detail oriented with the ability to handle multiple projects and priorities
Ability to work independently and build partnerships in a team environment
Education and/or Experience
Minimum of 5 to 10 years of experience in an estate and trust environment (law firm preferred)
Bachelor’s degree in accounting or tax
Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Compensation The base salary range offered for this role will be between $150,000 and $200,000. When determining a candidate’s compensation offer, elements unique to each person are taken into consideration including but not limited to skill set, experience level, performance, professional certifications, degrees and location, as well as the needs of the Firm. The total compensation package for this position may include overtime pay, discretionary bonuses and other benefits. For a more comprehensive list of employee benefits, please visit
www.sullcrom.com/employee-benefits .
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Accounting/Auditing and Finance
Industry Law Practice
#J-18808-Ljbffr