What are the responsibilities and job description for the Accountant position at The Phoenix Group?
Our client, a prestigious law firm, is seeking a Fiduciary Accountant to join their team!
RESPONSIBILITIES:
- Prepare and file federal and state estate and gift tax returns (Form 1041).
- Prepare and file federal and state fiduciary income tax returns.
- Prepare estate and trust accountings for judicial settlement with the Surrogate’s Court.
- Prepare informational returns for tax-exempt organizations.
- Assist with estate and gift tax planning, including actuarial and interest calculations (e.g., QPRTs, GRATs, CRATs, CLUTs).
- Maintain and update estate and trust records and tax information.
- Collaborate with attorneys in the Estates and Personal Group.
- Respond to IRS and NYS audit inquiries.
QUALIFICATIONS
- Advanced knowledge of Excel and PowerPoint.
- Skilled in using OMEGA accounting software and Wolters Kluwer Pro Systems tax software.
- Excellent verbal and written communication skills.
- Strong attention to detail with the ability to manage multiple projects and priorities.
- Ability to work independently while fostering strong partnerships within a team environment.
EDUCATION and/or EXPERIENCE
- 5 to 10 years of experience in an estate and trust setting (preferably within a law firm).
- Bachelor’s degree in Accounting or Taxation.
The Phoenix Group Advisors is an equal opportunity employer. We are committed to creating a diverse and inclusive workplace and prohibit discrimination and harassment of any kind based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. We strive to attract talented individuals from all backgrounds and provide equal employment opportunities to all employees and applicants for employment.
Salary : $150,000 - $200,000
