What are the responsibilities and job description for the Professional Fiduciary position at CANOPY | Professional Search & Recruiting?
Our client an International Law Firm is seeking a Fiduciary Accountant with law firm experience. This person will apply principles of fiduciary accounting to analyze financial information and prepare income, estate and gift tax returns.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.
- 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 i.e., QPRTs, GRATs, CRATs and
CLUTs);
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
environment.
EDUCATION and / or EXPERIENCE
