Senior Tax Accountant in Greenwich, Connecticut

Fiduciary Tax Accountant/Sr. Acct/Manager/Director

Stamford, Connecticut, United States (5 days On-site)
• Annual Paid Time Off (PTO) of twenty-five (25) days year one and thirty (30) on first anniversary

Great WORK/LIFE BALANCE/CULTURE
- Thirty-seven and a half (37½) hour work week!

Fiduciary (Tax) Accountant
- Stamford, Greenwich or W. Hartford
- Onsite

Responsibilities:

• Identify, collect, analyze, abstract, organize and maintain facts and documents in accordance with compliant legal practice and procedure.
• Identify, collect, analyze, abstract, organize and maintain financial statements and spreadsheets relating to client investments.
• Develop and maintain relationships with clients and personnel, inside and outside the law firm, to obtain and clarify information necessary to substantiate facts, identify documents and support legal actions.
• Organize and maintain information, records and documents supporting legal actions.
• Assist with analysis of legal proceedings to identify possible issues.
• Develop, implement and maintain tracking and accounting systems for client investments facilitating preparation of U.S. trust tax returns.
• Prepare U.S. federal and state death tax returns.
• Prepare U.S. federal and state income tax returns for estates, testamentary and intervivos trusts.
• Prepare individual, fiduciary, partnership and non-profit organization U.S. tax returns.
• Prepare Trust and Estate probate accountings.
• Prepare related filings and analysis for all accountings and returns.
• Execute Trust and Estate administration.
• Track deadlines to assure returns and accountings are filed timely or extended when applicable.

Qualifications:

• Degree in business administration, finance or accounting preferred
• Two (2) to ten + (10+) years' experience as a Fiduciary Accountant
• Familiarity with federal Form 1040, United States Individual Income Tax Return and state individual income tax returns and preparation.
• Familiarity with federal Form 709, United States Gift (and Generation-Skipping Transfer) tax returns.
• Proficiency in Microsoft Office, Excel, Estate Val Software (EVP), Pro System FX and Fast Tax
• Knowledge of Trust and Estate procedures and trial balance sheets
• Excellent communication skills, both verbal and written
• Detail orientated, good time management and organizational skills
• Able to prioritize and multitask effectively

Compensation:

$ - $ Dependent upon experience Competitive benefits package Fiduciary Accountant is an exempt role, not eligible for overtime