Fiduciary Accountant (Remote)
Location
United States
Posted
97 days ago
Salary
0
Seniority
Mid Level
No structured requirement data.
Job Description
Fiduciary Accountant (Remote)
White Tiger Connections
This is a remote position. Fiduciary Accountant Our client is a rapidly growing, mid-sized law firm seeking an Estates & Trusts Fiduciary Accountant to support its expanding Estates and Trusts practice. This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to complex matters. While the firm maintains multiple office locations, this position is primarily supported from a Long Island-based hub. Ideal Candidate You are experienced in fiduciary accountings, highly organized, and comfortable owning multiple workstreams simultaneously. You enjoy precision-heavy work, communicating with clients and advisors, and improving processes in a modern, technology-forward environment. Requirements - 4+ years of experience preparing and reviewing fiduciary (estate/trust) accountings - Bachelor’s degree in Accounting or Tax - CPA preferred, not required - Prior experience managing engagements - Ability to organize and prioritize work. - Ability to work independently, but also work well with others. - Ability to manage multiple workstreams simultaneously. - Strong technology skills (the firm relies heavily on technology because the office is paperless). - Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains) is preferred. Responsibilities (include but not limited to) - Project management of fiduciary accounting engagements - Prepare and review Estate and Trust accountings (formal and informal) - Prepare and review Trustee and Executor commissions - Prepare proposed distributions - Coordinate with estate administration teams to support waiver/consent submissions - Form 706 preparation - Maintain annual accounts and records for estates and trusts - Data analytics and structured problem-solving - Client communication and coordination with clients’ other advisors - Form 1041 preparation is a plus (not required) Benefits - Robust benefits package (life/disability insurance, 401(k) match, health premium support) - Flexible work hours and location; option for 100% remote - Transparent leadership and communication - Support for continuing education, networking, and process improvement - Mentorship on technical growth and career advancement - Clear path for long-term progression (including a potential partner-track-style trajectory) To Apply Please submit: - Resume - Cover Letter - 3 professional references
Job Requirements
- 4+ years of experience preparing and reviewing fiduciary (estate/trust) accountings
- Bachelor’s degree in Accounting or Tax
- CPA preferred, not required
- Prior experience managing engagements
- Ability to organize and prioritize work
- Ability to work independently, but also work well with others
- Ability to manage multiple workstreams simultaneously
- Strong technology skills (the firm relies heavily on technology because the office is paperless)
- Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains) is preferred
- Project management of fiduciary accounting engagements
- Prepare and review Estate and Trust accountings (formal and informal)
- Prepare and review Trustee and Executor commissions
- Prepare proposed distributions
- Coordinate with estate administration teams to support waiver/consent submissions
- Form 706 preparation
- Maintain annual accounts and records for estates and trusts
- Data analytics and structured problem-solving
- Client communication and coordination with clients’ other advisors
- Form 1041 preparation is a plus (not required)
Benefits
- Robust benefits package (life/disability insurance, 401(k) match, health premium support)
- Flexible work hours and location; option for 100% remote
- Transparent leadership and communication
- Support for continuing education, networking, and process improvement
- Mentorship on technical growth and career advancement
- Clear path for long-term progression (including a potential partner-track-style trajectory)
- To Apply
- Please submit:
- Resume
- Cover Letter
- 3 professional references
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