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Fiduciary Accounting Jobs in Florida (NOW HIRING)

JRG Partners

Fiduciary Accountant

Naples, FL · On-site

The ideal candidate will possess deep expertise in fiduciary accounting principles, estate and gift tax compliance, and trust administration. This role requires direct experience working within a law ...

Adams & Martin Group

Paralegal T&E

Boca Raton, FL · Hybrid

$90K - $120K/yr

Experience in trusts and estates, estate administration, or fiduciary accounting * Familiarity with court and regulatory filing procedures * Proficiency with Microsoft Office (Outlook, Word, Excel ...

Robert Half

Paralegal

Punta Gorda, FL · On-site

$60K - $75K/yr

... fiduciary accounting is a plus Benefits • Medical, dental, and vision insurance • 401(k) retirement plan • Paid time off and holidays • Continuing education and professional development ...

Walton Enterprises

Staff Accountant

Naples, FL · On-site

$51.80K - $68.30K/yr

Preparing annual fiduciary accountings to meet family and regulatory requirements * Coordinating with other staff to provide support for other finance and accounting projects * Providing schedules ...

Walton Enterprises

Staff Accountant

Naples, FL

$51.80K - $68.30K/yr

Preparing annual fiduciary accountings to meet family and regulatory requirements * Coordinating with other staff to provide support for other finance and accounting projects * Providing schedules ...

Walton Enterprises

Staff Accountant

Naples, FL · On-site

$51.80K - $68.30K/yr

Preparing annual fiduciary accountings to meet family and regulatory requirements * Coordinating with other staff to provide support for other finance and accounting projects * Providing schedules ...

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Fiduciary Accounting information

See Florida salary details

$28.8K

$50.1K

$86.7K

How much do fiduciary accounting jobs pay per year?

As of May 28, 2026, the average yearly pay for fiduciary accounting in Florida is $50,064.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,100.00 and $54,200.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in Fiduciary Accounting, and why are they important?

To thrive in Fiduciary Accounting, you need a solid understanding of accounting principles, trust and estate laws, and a degree in accounting or finance, often supplemented by CPA or CFP credentials. Familiarity with fiduciary accounting software, tax preparation tools, and legal compliance systems is typically required. Attention to detail, integrity, and strong organizational and communication skills set top professionals apart in this field. These competencies ensure accurate financial reporting, compliance with legal requirements, and the protection of clients' assets.

What are some common challenges faced by professionals in fiduciary accounting, and how can they be managed?

Fiduciary accounting professionals often encounter challenges such as staying compliant with complex trust and estate regulations, managing detailed record-keeping for multiple accounts, and coordinating with attorneys, beneficiaries, and financial advisors. To manage these challenges, it's important to maintain up-to-date knowledge of relevant laws, utilize specialized accounting software, and develop strong communication skills for effective collaboration. Regular training and working closely with experienced team members can also help navigate evolving fiduciary requirements.

What is fiduciary accounting?

Fiduciary accounting is the process of recording, managing, and reporting all financial transactions handled by a fiduciary, such as a trustee, executor, or guardian, on behalf of another party. This specialized accounting ensures that assets are managed responsibly and transparently according to legal and ethical standards. Fiduciary accountants prepare detailed reports for beneficiaries and courts, documenting income, expenses, distributions, and changes in asset values to demonstrate proper stewardship of entrusted assets. Their work is critical in estate, trust, and guardianship administration, helping prevent mismanagement and disputes.

What is a fiduciary accountant?

A fiduciary accountant is a professional responsible for managing and reporting financial transactions on behalf of clients or organizations in a trust or fiduciary capacity. They ensure compliance with legal and ethical standards, often working with trust funds, estates, or guardianships, and typically require knowledge of accounting principles and relevant regulations.

What is the difference between Fiduciary Accounting vs Trust Officer?

AspectFiduciary AccountingTrust Officer
CredentialsCPA, CPA license, or accounting certificationsCFP, CTFA, or financial certifications
Work EnvironmentAccounting firms, estate administration, legal settingsBanking institutions, trust departments, financial firms
Employer & IndustryLegal, accounting, estate planningBanking, wealth management, trust services

Fiduciary Accounting focuses on preparing and managing financial records for estates, trusts, and legal entities, often requiring accounting credentials. Trust Officers oversee trust management, client relationships, and financial planning, typically with financial certifications. While both roles operate within estate and trust services, Fiduciary Accountants handle detailed financial recordkeeping, whereas Trust Officers manage client interactions and trust administration.

What are popular job titles related to Fiduciary Accounting jobs in Florida? For Fiduciary Accounting jobs in Florida, the most frequently searched job titles are:
What job categories do people searching Fiduciary Accounting jobs in Florida look for? The top searched job categories for Fiduciary Accounting jobs in Florida are:
Fiduciary Accounting jobs near you
Infographic showing various Fiduciary Accounting job openings in Florida as of May 2026, with employment types broken down into 48% Full Time, 49% Part Time, and 3% Temporary. Highlights an 99% Physical, and 1% Remote job distribution, with an average salary of $50,064 per year, or $24.1 per hour.

Fiduciary Accountant

JRG Partners

Naples, FL • On-site

Full-time

Medical, Dental, Vision, PTO

Posted 29 days ago

Job description

Fiduciary Accountant - Boutique Law Firm in Naples, FL
About the Firm:
Our boutique law firm guided by the belief that our clients deserve high-quality and individualized attention. Our elite attorneys and knowledgeable staff bring over 35 years of experience to support our clients. We are seeking a seasoned Fiduciary Accountant (CPA) to join our collaborative team and play a vital role in the financial and tax aspects of our trust and estate practice.
Position Summary:
The Fiduciary Accountant will manage all accounting, reporting, and tax preparation related to estates, trusts, and related entities. The ideal candidate will possess deep expertise in fiduciary accounting principles, estate and gift tax compliance, and trust administration. This role requires direct experience working within a law firm environment and handling complex estate accounting matters for high-net-worth clients.
Key Responsibilities:
  • Prepare fiduciary income tax returns (Forms 1041, 706, and 709) and related schedules.
  • Maintain detailed accounting records for trusts and estates, ensuring compliance with all applicable laws and regulations.
  • Coordinate with attorneys, paralegals, and clients on estate and trust administration matters.
  • Prepare and reconcile fiduciary accountings for court filings and beneficiary review.
  • Calculate and allocate income, principal, and expenses according to trust and estate documents.
  • Support attorneys with estate settlement processes, including inventory preparation, valuations, and distributions.
  • Communicate effectively with clients, beneficiaries, and financial institutions to resolve accounting and tax issues.
  • Stay current on tax laws, estate and trust regulations, and fiduciary accounting standards.
  • Assist in developing best practices and improving internal accounting procedures.

Qualifications:
  • Active CPA license (required).
  • 5+ years of fiduciary or trust accounting experience in a law firm or trust/estate administration setting.
  • In-depth knowledge of Forms 706 (Estate Tax) and 709 (Gift Tax) filings.
  • Strong familiarity with trust accounting software and tax preparation platforms.
  • Exceptional attention to detail, accuracy, and organizational skills.
  • Strong communication and client service orientation.
  • Bachelor's degree in Accounting, Finance, or related field (Master's in Taxation preferred).

Compensation & Benefits:
  • Competitive salary commensurate with experience.
  • Comprehensive benefits package including health, dental, and vision coverage.
  • Paid time off and firm holidays.
  • Supportive, team-oriented environment with opportunities for professional growth.

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