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