What are the responsibilities and job description for the Fiduciary Accountant / Paralegal position at SourcePro Search, LLC?
Fiduciary Accountant / Paralegal
Salary Range : $160,000 - $175,000 (cap, with flexibility based on experience)
Location : New York
Job Type : Exempt
Hybrid Schedule : In-office and remote (not 100% remote)
Vaccination Requirement : Applicants need to be fully vaccinated, boosters optional.
Job Description :
The Fiduciary Accountant / Paralegal will work with our Individual Client Services Department and be responsible for the preparation of estate, gift, and income tax returns and estate and trust accountings. This position includes handling both new and recurring work situations of varying degrees of complexity. There will be direct contact with lawyers within the firm, clients, court personnel, and other professionals.
Primary Functions :
- Preparation of federal and state estate and gift tax returns.
- Preparation of probate / fiduciary accountings.
- Preparation of federal and state fiduciary income tax returns for trusts and estates.
- Preparation of income projections and income tax planning.
- Maintain checkbook and other bank and security or investment accounts.
- Assist with federal and state audits.
- Correspond with tax authorities to resolve tax issues.
- Calculate estimated taxes and cash needs.
- Prepare financial statements.
- Perform other job-related duties as assigned and assist attorneys when needed.
Specific Skills Desired :
If you meet the above requirements and are interested in joining our team, please submit your resume and cover letter.
Salary : $160,000 - $175,000
