Applies principles of fiduciary accounting to analyze financial information and prepare income, estate
and gift tax returns.

ESSENTIAL DUTIES AND 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 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)
• Maintains and updates estate and trust accounts and records (tax information)
• Deals directly with attorneys in the Estates and Personal Group
• Responds to IRS and NYS audit inquiries.

QUALIFICATIONS

• Proficient in Excel and PowerPoint
• Proficient in OMEGA accounting software and Wolters Kluwer Pro Systems tax software
• Strong verbal and written communication skills.
• Must be detail oriented with the ability to handle multiple projects and priorities
• Must be able to work independently with the ability to establish and build partnerships in a team environment.

EDUCATION and/or EXPERIENCE

• Minimum of 5 to 10 years of experience in estate and trust environment (law firm preferred);
• Bachelor’s degree in accounting or tax.

WORK ENVIRONMENT
The work environment characteristics described here are representative of those an employee
encounters while performing the essential functions of this job. Reasonable accommodations may be
made to enable individuals with disabilities to perform the essential functions.

COMPENSATION

The base salary range offered for this role will be between $150,000 and $200,000.