Highlights
Prepare federal Form 1041, United States Income Tax Return for Estates and Trusts and applicable state fiduciary income tax returns. Develop and maintain relationships with clients and personnel, inside and outside the firm to obtain and clarify information necessary to substantiate facts, identify documents and support legal actions.
Numbers & Facts
| Location | West Hartford, Connecticut |
| Job Type | Full-time |
| Industry | Staffing/Employment Agencies |
| Salary | $130,000–$160,000 Per Year |
| Company Size | 10,000 employees or more |
| Website | https://www.michaelpage.ca/ |
Description
Fiduciary Accountant
This CT based law firm has been specialized in trusts and estates for over 100 years. This is an onsite position.
Job Description
- Identify, collect, analyze, abstract, organize and maintain facts and documents, including wills and trust 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 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.
- Develop, implement and maintain tracking and accounting systems for client investments facilitating preparation of United States trust tax returns
- Prepare federal Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return and applicable state estate tax returns
- Prepare federal Form 1041, United States Income Tax Return for Estates and Trusts and applicable state fiduciary income tax returns
- Prepare United States Income Tax Returns for Partnerships and Non-Profit Organizations
- 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
The Successful Applicant
- 5-10 years of experience as a fiduciary accountant or trust and estates paralegal
- 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.
- Attention to detail and accuracy in financial recordkeeping.
- Excellent communication and collaboration skills.
- Proficiency in accounting software and tools.
What's on Offer
- Competitive salary ranging from $130,000 to $160,000 based on experience.
- Comprehensive benefits, including health, dental, vision and 401k with an employer match.
- 25 days of paid time off (PTO) (30 days after first anniversary)
- Annual raises and bonus eligibility.
About Company
Michael Page is one of the world's leading professional recruitment consultancies, specializing in the placement of candidates in permanent, contract, temporary and interim positions with clients around the world.
Our business was established in Canada in 2005 when we opened our Toronto office. Our role is to work with employers and job seekers to facilitate a successful match. This can range from advising a global company on a candidate sourcing strategy to helping a job seeker find their dream job.
In Canada, we focus on recruiting for the following areas:
Banking and financial services
Digital and e-commerce
Engineering and manufacturing
Finance and accounting
Human resources
Information technology
Marketing
Oil and gas
Procurement and supply chain
Property and construction
Sales
An Established Brand
The Group has established a leading presence in many of the key markets for professional recruitment around the world and has positioned itself in certain other markets, which offer the opportunity for future growth. Within its current largest markets, Michael Page has also built a regional presence, including in the UK, France and Australia. Consequently, the Michael Page brand is among the most widely recognized brands in the professional recruitment industry.
A Market Leader
The role of a recruitment consultancy is to act as an intermediary, identifying and sourcing suitably qualified candidates on behalf of its clients. Candidates are recruited either for permanent or contract positions (typically for a fixed term) or on a temporary basis. Within the overall recruitment industry, the market for professional recruitment services is a specialist sector which has developed more recently. Michael Page is widely recognized as leading the development of this market around the world.
Learn the benefits of working with Michael Page yourself. Submit your resume or contact a Michael Page recruitment consultant today.