Fiduciary Accountant

The Fiduciary Accountant applies the principles of fiduciary accounting to review and analyze financial information and prepare income, estate, and gift tax returns.

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
• Prepares informational returns for tax-exempt entities
• Estate and gift tax planning (actuarial and interest computations, i.e., QPRTs, GRATs, CRATs and CLUTs)
• Maintains and updates estate and trust accounts and records (tax information)
• Responds to IRS and state tax agency audit inquiries
• Assists with estate administration tasks as needed, including probate filings, inventories, assist with collecting assets and distributing to beneficiaries

Minimum Qualifications:

• Certified Public Accountant (CPA) License or Enrolled Agent
• 3+years of experience working in a trust and estate practice at a law firm, CPA firm, or bank
• Bachelor's Degree preferred
• Ability to communicate effectively, both orally and in writing
• Ability to organize, prioritize and multi-task, while working effectively under pressure to meet deadlines
• Ability to establish good rapport with attorneys, clients, and other staff

Taft offers competitive compensation and a comprehensive benefit package, including medical, dental, vision, life, long term disability, flexible spending, 401K, Paid Time Off, paid holidays, bonus and more. The salary range for this position is $75,300 - $130,000/year. Actual compensation offer to candidate may vary from posted information based on work experience, education, and/or skill level.

Date Posted: 1/1/2025

Deadline to Apply: 6/1/2025

Interested candidates may apply here.