Fiduciary Accountant

Job Title: Fiduciary AccountantLocation: Atlanta, Georgia 30309, Chicago, Illinois 60606, Naples, Florida 34108, St. Louis, Missouri 63131Salary/Payrate: $150-190K annually with bonus and AWESOME benefits!!!

Work Environment

Hybrid (2 of days WFH)Term: Permanent / FulltimeBachelor's degree required: YesReferral Fee: $1000 - should your referral start with our client

Job Description

The Fiduciary Accountant plays a critical role in supporting the firm's estate planning and wealth management services. This position is responsible for maintaining accurate fiduciary accounting records, preparing tax filings, and ensuring compliance with legal and financial regulations.

The role requires collaboration with attorneys, fiduciaries, and financial professionals to manage trust and estate assets effectively. The ideal candidate will have a strong background in trust and estate accounting, tax compliance, and financial reporting.

Key Responsibilities

• Prepare and maintain fiduciary accounting records for trusts, estates, and other legal entities.
• Prepare fiduciary income tax returns (Forms 1041, 706, 709, and related state filings).
• Assist attorneys and fiduciaries in financial planning, tax strategies, and compliance matters.
• Reconcile trust and estate accounts, ensuring accuracy and compliance with governing documents and legal requirements.
• Prepare periodic financial reports and statements for beneficiaries, trustees, and courts as required.
• Analyze and track investment performance, distributions, and tax implications.
• Collaborate with attorneys, financial advisors, and clients to structure and implement wealth management strategies.
• Ensure compliance with applicable tax laws, accounting principles, and fiduciary regulations.
• Support estate and trust administration, including probate accounting and asset valuation.
• Maintain up-to-date knowledge of tax laws, estate planning strategies, and fiduciary accounting standards.
• Qualifications & Experience Bachelor's degree in Accounting, Finance, or a related field required;
• CPA, EA, or CFP designation preferred.
• Minimum of 5 years of experience in fiduciary accounting, estate/trust taxation, or wealth management accounting.
• Expertise in fiduciary tax preparation and financial reporting for trusts and estates.
• Strong proficiency in accounting software, fiduciary tax programs, and Microsoft Excel.
• Knowledge of estate and trust administration, probate processes, and high-net-worth financial planning.
• Excellent analytical, problem-solving, and communication skills.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities.
• Experience working in a law firm, wealth management firm, or public accounting firm preferred.
• Seniority level Not Applicable
• Employment type Full-time

Job function

Accounting/Auditing and FinanceIndustries Staffing and Recruiting#J-18808-Ljbffr

Skills

• Accounting, Accounting Software, Accounting Standards and Regulations, Analysis Skills, Asset Valuation, Attorney, Certified Financial Planner (CFP), Certified Public Accountant (CPA), Communication Skills, Detail Oriented, Estate Planning, Fiduciary, Finance, Financial Audit, Financial Planning, Financial Regulations, Financial Reporting, Financial Services, Financial Statements, High Net Worth, Income Tax, Investment Analysis, Legal, Legal Documents, Maintain Compliance, Management Accounting, Management Strategy, Microsoft Excel, Multitasking, Organizational Skills, Performance Analysis, Probate, Problem Solving Skills, Public Accounting, Record Keeping, Regulations, Regulatory Compliance, Regulatory Requirements, Strategic Planning, Tax Accounting, Tax Regulations, Tax Returns, Tax Software, Wealth Management, Work From Home

About the Company

AMS Staffing