Harbor Associates
Fiduciary Tax Accountant
Harbor Associates - Stamford, Connecticut, United States, 06925
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$110,000.00/yr - $170,000.00/yr Fiduciary (Tax) Accountant - Stamford or W. Hartford - Onsite Responsibilities • Identify, collect, analyze, abstract, organize and maintain facts and documents in accordance with compliant legal practice and procedure. • Identify, collect, analyze, abstract, organize and maintain financial statements and spreadsheets relating to client investments. • Develop and maintain relationships with clients and personnel, inside and outside the law firm, to obtain and clarify information necessary to substantiate facts, identify documents and support legal actions. • Organize and maintain information, records and documents supporting legal actions. • Assist with analysis of legal proceedings to identify possible issues. • Develop, implement and maintain tracking and accounting systems for client investments facilitating preparation of U.S. trust tax returns. • Prepare U.S. federal and state death tax returns. • Prepare U.S. federal and state income tax returns for estates, testamentary and intervivos trusts. • Prepare individual, fiduciary, partnership and non-profit organization U.S. tax returns. • Prepare Trust and Estate probate accountings. • Prepare related filings and analysis for all accountings and returns. • Execute Trust and Estate administration. • Track deadlines to assure returns and accountings are filed timely or extended when applicable. Qualifications • Degree in business administration, finance or accounting preferred • Five (5) to ten (10) years’ experience as a Fiduciary Accountant • Familiarity with federal Form 1040, United States Individual Income Tax Return and state individual income tax returns and preparation. • Familiarity with federal Form 709, United States Gift (and Generation-Skipping Transfer) tax returns. • Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX and FastTax • Knowledge of Trust and Estate procedures and trial balance sheets • Excellent communication skills, both verbal and written • Detail orientated, good time management and organizational skills • Able to prioritize and multitask effectively Compensation Dependent upon experience • Fiduciary Accountant is an exempt role, not eligible for overtime • Annual Paid Time Off (PTO) of twenty-five (25) days year one and thirty (30) on first anniversary Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Legal Services Referrals increase your chances of interviewing at Harbor Associates by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Get notified when a new job is posted. Sign in to set job alerts for “Tax Accountant” roles.
Bridgeport, CT $95,000.00-$105,000.00 1 month ago White Plains, NY $90,000.00-$100,000.00 2 weeks ago Auditor 1 (Tax) / Auditor Trainee 1 (Tax) / Auditor Trainee 2 (Tax) (NY HELPS)
Stamford, CT $71,000.00-$93,000.00 2 weeks ago Norwalk, CT $72,000.00-$88,000.00 1 week ago Stamford, CT $78,000.00-$86,000.00 1 month ago Elmsford, NY $90,000.00-$105,000.00 7 hours ago Auditor 1 (Tax) / Auditor Trainee 1 (Tax) / Auditor Trainee 2 (Tax) (NY HELPS)
White Plains, NY $55,141.00-$85,138.00 1 week ago Queens, NY $100,000.00-$120,000.00 2 weeks ago White Plains, NY $68,016.00-$80,000.00 3 days ago White Plains, NY $100,000.00-$140,000.00 1 week ago Purchase, NY $95,000.00-$115,000.00 23 hours ago Auditor 1 (Tax) / Auditor Trainee 1 (Tax) / Auditor Trainee 2 (Tax) (NY HELPS)
Westchester County, NY $100,000.00-$140,000.00 1 week ago Farmingdale, NY $65,000.00-$75,000.00 4 months ago Purchase, NY $84,000.00-$140,650.00 2 weeks ago Woodbury, NY $90,000.00-$95,000.00 2 weeks ago Mount Kisco, NY $55,000.00-$75,000.00 1 week ago Englewood Cliffs, NJ $75,000.00-$95,000.00 2 weeks ago Hauppauge, NY $73,000.00-$88,100.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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$110,000.00/yr - $170,000.00/yr Fiduciary (Tax) Accountant - Stamford or W. Hartford - Onsite Responsibilities • Identify, collect, analyze, abstract, organize and maintain facts and documents in accordance with compliant legal practice and procedure. • Identify, collect, analyze, abstract, organize and maintain financial statements and spreadsheets relating to client investments. • Develop and maintain relationships with clients and personnel, inside and outside the law firm, to obtain and clarify information necessary to substantiate facts, identify documents and support legal actions. • Organize and maintain information, records and documents supporting legal actions. • Assist with analysis of legal proceedings to identify possible issues. • Develop, implement and maintain tracking and accounting systems for client investments facilitating preparation of U.S. trust tax returns. • Prepare U.S. federal and state death tax returns. • Prepare U.S. federal and state income tax returns for estates, testamentary and intervivos trusts. • Prepare individual, fiduciary, partnership and non-profit organization U.S. tax returns. • Prepare Trust and Estate probate accountings. • Prepare related filings and analysis for all accountings and returns. • Execute Trust and Estate administration. • Track deadlines to assure returns and accountings are filed timely or extended when applicable. Qualifications • Degree in business administration, finance or accounting preferred • Five (5) to ten (10) years’ experience as a Fiduciary Accountant • Familiarity with federal Form 1040, United States Individual Income Tax Return and state individual income tax returns and preparation. • Familiarity with federal Form 709, United States Gift (and Generation-Skipping Transfer) tax returns. • Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), ProSystem FX and FastTax • Knowledge of Trust and Estate procedures and trial balance sheets • Excellent communication skills, both verbal and written • Detail orientated, good time management and organizational skills • Able to prioritize and multitask effectively Compensation Dependent upon experience • Fiduciary Accountant is an exempt role, not eligible for overtime • Annual Paid Time Off (PTO) of twenty-five (25) days year one and thirty (30) on first anniversary Seniority level
Seniority level Mid-Senior level Employment type
Employment type Full-time Job function
Job function Accounting/Auditing Industries Legal Services Referrals increase your chances of interviewing at Harbor Associates by 2x Inferred from the description for this job
Medical insurance Vision insurance 401(k) Paid maternity leave Get notified when a new job is posted. Sign in to set job alerts for “Tax Accountant” roles.
Bridgeport, CT $95,000.00-$105,000.00 1 month ago White Plains, NY $90,000.00-$100,000.00 2 weeks ago Auditor 1 (Tax) / Auditor Trainee 1 (Tax) / Auditor Trainee 2 (Tax) (NY HELPS)
Stamford, CT $71,000.00-$93,000.00 2 weeks ago Norwalk, CT $72,000.00-$88,000.00 1 week ago Stamford, CT $78,000.00-$86,000.00 1 month ago Elmsford, NY $90,000.00-$105,000.00 7 hours ago Auditor 1 (Tax) / Auditor Trainee 1 (Tax) / Auditor Trainee 2 (Tax) (NY HELPS)
White Plains, NY $55,141.00-$85,138.00 1 week ago Queens, NY $100,000.00-$120,000.00 2 weeks ago White Plains, NY $68,016.00-$80,000.00 3 days ago White Plains, NY $100,000.00-$140,000.00 1 week ago Purchase, NY $95,000.00-$115,000.00 23 hours ago Auditor 1 (Tax) / Auditor Trainee 1 (Tax) / Auditor Trainee 2 (Tax) (NY HELPS)
Westchester County, NY $100,000.00-$140,000.00 1 week ago Farmingdale, NY $65,000.00-$75,000.00 4 months ago Purchase, NY $84,000.00-$140,650.00 2 weeks ago Woodbury, NY $90,000.00-$95,000.00 2 weeks ago Mount Kisco, NY $55,000.00-$75,000.00 1 week ago Englewood Cliffs, NJ $75,000.00-$95,000.00 2 weeks ago Hauppauge, NY $73,000.00-$88,100.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr