Senior Accountant - Trust & Estate

$150,000-$220,000 Base + Bonus + 401(k) Match

A highly regarded boutique law firm in Greenwich, CT, focused exclusively on estate planning and administration for high-net-worth and ultra-high-net-worth individuals and families, is seeking a Senior Accountant, Trust & Estate to join its close-knit team.

This is a rare chance to do genuinely sophisticated technical work, and to bring along the experience of leading others, without the punishing hours of a public accounting firm. You'll prepare and review the kind of complex, high-dollar returns that most accountants only see occasionally as your core, day-to-day work, all while enjoying reasonable hours, a strong work/life balance, and a "busy season" that looks nothing like the grind you're used to.

You’ll serve as a senior technical resource for the firm's fiduciary and transfer-tax compliance work, reviewing returns, mentoring more junior staff, and helping set the standard for quality across the group. Your work will include:

• Form 1041
  , Fiduciary Income Tax Returns for estates and trusts
• All corresponding state returns

You’ll work directly alongside the firm's attorneys and advisors on estate administration, gift planning, and trust matters, bringing technical precision to complex fact patterns involving substantial and often intricate estates.

Most senior accountants build their expertise at large public accounting firms, trading interesting work and leadership growth for brutal hours and relentless deadlines. This role flips that equation:

• Complex, high-caliber work. 706s, 1041s, and 709s for HNW and UHNW clients are the norm here, not the exception.
• Leadership without the grind. Bring your experience managing and developing staff to a firm that values mentorship, in an environment with reasonable, predictable hours.
• A collaborative, low-ego culture. A boutique setting where your expertise is valued and visible, not buried in a compliance factory.
• Hybrid flexibility. Split your time between the Greenwich office and home.

• Significant hands-on experience preparing and reviewing Forms 706, 1041, and 709 and related state filings
• Experience managing, mentoring, or supervising staff who perform trust and estate work
• A background in fiduciary/trust and estate accounting, ideally from a public accounting firm, family office, trust company, or estate planning practice
• Strong technical knowledge of estate, gift, and fiduciary income taxation
• CPA and/or relevant advanced credentials a plus, though strong, directly relevant experience is what matters most
• A detail-oriented, self-directed professional who thrives in a smaller, high-touch environment
• Base salary of $150,000 to $220,000
  , commensurate with experience
• Performance bonus
• 401(k) with company match
• Comprehensive benefits and additional perks
• Hybrid schedule with strong work/life balance