Fiduciary Accountant
CPA, knowledge of Tax Forms 1041, 706, 709 990-PF, estate tax, fiduciary income tax & accounting
New York, NY 
Share
Posted 13 days ago
Apply Now
Special Instructions
Please have cover letter and resume sent to nancy.albanese@hugheshubbard.com
Apply Now
Special Instructions
Please have cover letter and resume sent to nancy.albanese@hugheshubbard.com
Job Description
JOB REQUIREMENTS:             
 
  • Bachelors Degree in Accounting
  • CPA
  • Minimum of 10+ years of recent experience working on Fiduciary Tax for a quality Law Firm, Accounting Firm or Bank Trust Department
  • Knowledge of ProSystem or Gosystem
  • Knowledge of Omega or OneSource Software a plus
  • Professional demeanor and strong work ethic
  • Willingness to learn and to be a team player, with dedication to quality service
  • Excellent written and verbal communication skills
  • Build strong working relationships with clients
  • Knowledge of Tax Forms 1041, 706, 709, and 990-PF

JOB KNOWLEDGE:
  • Fiduciary Income Tax
  • Gift Tax
  • Estate Tax
  • Tax Forms 706, 709 and 990-PF
  • Fiduciary Accountings
  • Estate and Gift Planning
  • Private Foundations

JOB DUTIES:
  • Preparation of fiduciary income tax returns and maintenance of accounts and records for various estates and trusts; preparation of estate and gift tax returns; preparation of private foundation returns; preparation of estate and gift tax calculations for estate planning matters; perform tax research; computation of trustee’s and executor’s commissions; calculation of unitrust and annuity payments and maintenance of records with respect to payment dates; coordination of distributions to various trust beneficiaries; arrange for payment of estimated taxes;  maintenance of tax “tickler” and verification of timely filing of returns; assemble work papers for several client individual tax returns;  confer with attorneys, investment advisors, and administrators on various matters as questions arise.  Communicate with Internal Revenue Service and State Tax Departments to inquire about the status of returns and to resolve tax issues.

All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, or protected veteran status. Hughes Hubbard & Reed takes affirmative action in support of its policy to and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities. VEVRAA Federal Contractor

 

Apply Now
Special Instructions
Please have cover letter and resume sent to nancy.albanese@hugheshubbard.com
Job Summary
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
10 to 15 years
Email this Job to Yourself or a Friend
Indicates required fields