The role involves managing and reviewing fiduciary accountings, coordinating with various departments, and client communication. Strong analytical and technology skills are essential.
Rapidly growing mid-sized law firm is seeking an Estates and Trust Fiduciary Accountant to join the firm’s growing Estates and Trusts practice.
Falcon Rappaport & Berkman is a rapidly-growing Long Island based law firm focusing on the transactional areas of Real Estate, Estate Planning and Administration, Taxation, and Corporate and Securities matters. FRB’s fully integrated areas of concentration expertly advise real estate professionals, closely held business owners, discerning families, and private equity firms. The interdisciplinary collaboration among the lawyers of FRB allows the firm to achieve unparalleled outcomes for its clients that could only be secured through proficiency in multiple fields of law. As such, our growing firm begets the growing need for talented individuals to assist our partners in managing corporate transactions, general corporate matters, fund structuring and private placements. While FRB does have an office in Manhattan, Westchester and California, this position will be primarily based out of our Rockville Centre location and can be hybrid or fully remote for the right candidate.
The ideal candidate will have the capability to manage preparation and review of formal and informal Estate and Trust accountings. They will be organized and approach each issue with an analytical mindset.
Requirements: 4+ years experience preparing and reviewing fiduciary accountings.
Responsibilities include but are not limited to:
Position requirements:
Submit the following materials when applying:
Perks:
Salary range: $70,000 - $140,000.
Hybrid or Remote Eligible
Falcon Rappaport & Berkman is a rapidly-growing Long Island based law firm focusing on the transactional areas of Real Estate, Estate Planning and Administration, Taxation, and Corporate and Securities matters. FRB’s fully integrated areas of concentration expertly advise real estate professionals, closely held business owners, discerning families, and private equity firms. The interdisciplinary collaboration among the lawyers of FRB allows the firm to achieve unparalleled outcomes for its clients that could only be secured through proficiency in multiple fields of law. As such, our growing firm begets the growing need for talented individuals to assist our partners in managing corporate transactions, general corporate matters, fund structuring and private placements. While FRB does have an office in Manhattan, Westchester and California, this position will be primarily based out of our Rockville Centre location and can be hybrid or fully remote for the right candidate.
The ideal candidate will have the capability to manage preparation and review of formal and informal Estate and Trust accountings. They will be organized and approach each issue with an analytical mindset.
Requirements: 4+ years experience preparing and reviewing fiduciary accountings.
Responsibilities include but are not limited to:
- Project Management of accountings.
- Preparation and review of Estate and Trust accountings (formal and informal).
- Preparation and review of Trustee and Executor commissions.
- Preparation of proposed distributions.
- Coordination with the Estate administration department to produce waiver and consent submissions.
- 706 preparation.
- Maintaining annual accounts and records for Estates and Trusts.
- Data analytics and skillful problem-solving.
- Client communications and Coordination with their other advisors.
- 1041 preparation is a plus, but not required.
Position requirements:
- Bachelor's degree in tax or accounting.
- CPA preferred, but not required.
- Prior experience managing engagements.
- Ability to organize and prioritize work.
- Ability to work independently, but also work well with others.
- Ability to manage multiple workstreams simultaneously.
- Strong technology skills (the firm relies heavily on technology because the office is paperless).
- Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains) is preferred.
Submit the following materials when applying:
- Resume
- Cover Letter
- 3 professional references
Perks:
- Robust benefits package, including life and disability insurance, 401(k) match, and contribution toward health insurance premiums.
- Flexible work hours and location, including option for 100% remote.
- Transparent communication across the department and the firm at large.
- Encouragement of continuing education (both presenting and attending), networking, and suggestions to improve firm operations.
- Mentorship about technical aspects of law practice and how to build a book of business.
- Unique path to the title of Partner.
Salary range: $70,000 - $140,000.
Hybrid or Remote Eligible
Top Skills
Thomson Reuters Onesource Fiduciary Accounting Software
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