Fiduciary Accountant

Haley Stuart Group

Roseland, NJ

JOB DETAILS
SALARY
$145,000–$155,000 Per Year
JOB TYPE
Full-time
SKILLS
Fiduciary, Wealth Management, Certified Public Accountant (CPA), Accounting, Entrepreneurship, High Net Worth, Legal, Team Player,
QUALIFICATIONS

Fiduciary Accountant position requirements are:

- Bachelor's degree in Accounting, Finance, or related field.
- 5+ years of experience in fiduciary accounting, trust and estate taxation, or public accounting.
- Demonstrated experience preparing Form 706 Estate Tax Returns.
- Proficiency with tax preparation software and Microsoft Excel.

RESPONSIBILITIES

Fiduciary Accountant position responsibilities will include:

- Prepare and assist with federal estate tax returns (Form 706), including asset valuation schedules, supporting documentation, and tax calculations.
- Calculate fiduciary accounting income and principal allocations in accordance with governing documents and applicable law.
- Collaborate with attorneys regarding estate administration, trust administration and tax planning.

LOCATION
Roseland, NJ
POSTED
10 days ago

We currently have an excellent opportunity for a Fiduciary Accountant with an entrepreneurial law firm in the Roseland, NJ area. This is a hybrid opportunity, three days in the office and two from home per week following the first 60 days on site.

Why This Opportunity Stands Out:

- Ideal for someone who would like to transition into a less stressful, tax filing environment
- Opportunity to join a respected law firm with a sophisticated trusts and estates practice.
- Work directly with experienced attorneys and high-net-worth clients on complex and interesting matters.
- Stable platform with collaborative, team-oriented environment.

Compensation & Benefits:

- Competitive salary: $145-155K range
- Comprehensive health benefits (medical, dental, vision)
- 401K
- Generous PTO

About the Company

H

Haley Stuart Group

At Haley Stuart Group, our recruiting professionals will work closely with you to find the jobs you want at the places you want to work. Because of our relationships with decision makers throughout New York, New Jersey, Pennsylvania and nationwide, it’s like having insider access to your dream employer.

HEADQUARTERS
Montvale, NJ, US