Fiduciary Accountant

Consilio’s Direct Hire Division is seeking a Fiduciary Accountant for a multinational law firm client. This position is based in Boston, MA or Philadelphia, PA and follows a hybrid schedule (3 days in-office, 2 days remote).
This position is not with Consilio directly; it is a direct hire, permanent opportunity with the law firm.

• Prepare and review a full range of fiduciary income tax filings, including:
  • Federal estate tax returns
  • Trust and estate income tax returns
  • Generation-Skipping Transfer (GST) tax forms
  • Pennsylvania inheritance tax returns
  • Gift tax returns (Form 709)
  • Form 990s and charitable trust returns
• Assist with IRS audits, including drafting written responses and organizing supporting exhibits.
• Maintain the group’s task management system (File-in-Time) to track deadlines for tax returns, annuity payments, Form 709 filings, and ETIPs.
• Support attorneys as part of the client service team by preparing:
  • Interest calculations
  • Tax projections
  • Estate plan analyses
  • Estate planning flowcharts
  • Other analytical and financial modeling tasks
• Work directly with clients on accounting and tax matters involving individuals, partnerships, and corporations.
• Conduct research on tax laws relevant to fiduciary and individual tax preparation.

• Bachelor’s degree and minimum 3 years of relevant experience, or an equivalent combination of education and experience.
• Enrolled Agent (EA) or Certified Public Accountant (CPA) required.
• Proficiency with fiduciary tax and trust accounting systems such as:
  • CCH
  • GEMS
  • Lackner
  • Super Forms
  • TValue
  • Number Cruncher
  • Tiger Tables
  • FDS security pricing
  • Or comparable platforms
• Strong skills in Microsoft Word, Excel, and PowerPoint.
• Excellent written and verbal communication skills; ability to work effectively with high net worth clients.
• Ability to manage a high-volume workload in a fast paced environment; strong team orientation.

This role offers a competitive compensation structure and a comprehensive benefits package, including:

• Multiple medical plan options
• Health care and dependent care reimbursement accounts
• Domestic partner coverage
• Parental leave
• Vacation and holiday leave
• Life and accident insurance
• Income protection benefits, including sick leave, salary continuation, and long-term disability

Salary Range: $98,000 – $156,800

Consilio, LLC is an EEO/Affirmative Action Employer and does not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability, or any other legally protected status.