HARBOR Associates

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), ProSystem FX and FastTax

• 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

• $110,000.00 - $200,000.00

Dependent upon experience

• Competitive benefits package

• Fiduciary Accountant is an exempt role, not eligible for overtime