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Fiduciary Accountant

Company: Accounting Now
Location: Hartford
Posted on: May 8, 2022

Job Description:

Basic Function: Prepares complex fiduciary and personal income tax returns, gift, generation-skipping transfer tax returns, exempt organization returns and advises others regarding same. Responsibilities: * Sets up and maintains all necessary records and information pertinent to the taxes on investment accounts, trust accounts, and exempt organizations. * Reviews all assigned account transactions to systematically build an accurate fiduciary income tax return. * Analyzes tax planning options available to trusts, computes and compares the income, gift and/or generation-skipping transfer tax consequences thereof, and advises the trust administrators and the beneficiaries of the best course of action. * Reviews trust agreements, prepares and files fiduciary returns, and represents the Bank in audits before the taxing authorities. * Prepares and files complex personal income tax returns for clients, advises them * on related tax matters, and represents them in audits. * Prepares and files exempt organization returns and represents the organizations in audits before the taxing authorities. * Maintains an awareness of all relevant tax rules. * Performs related duties as required, including preparing various internal reports and answering a variety of questions concerning tax liability, deductions, and related issues. Basic Qualifications Required: * Bachelor's degree in Accounting or Business related field or in lieu of degree four years relevant trust tax preparation experience. * 3 years of relevant work experience required. * Excellent PC skills with a thorough knowledge of Microsoft Office to include Excel, Word and Access. * Experience preparing 1041 tax returns, required. * Complex analytical and problem solving skills. * Strong interpersonal communication skills * Ability to interface with clients over the phone and through email * Demonstrated oral and written communication skills. * Excellent organizational skills. * Team player * Ability to work under time constraints while maintaining accuracy.

Keywords: Accounting Now, Hartford , Fiduciary Accountant, Accounting, Auditing , Hartford, Connecticut

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