The fiduciary accountant will work within our Estate Administration Department and be responsible for the preparation of estate, gift, and income tax returns and estate and trust accountings. The position includes handling both recurring and new work situations of varying degree of complexity. A high level of contact with persons within the firm and outside the firm (including partners, associates, supervisor, members of other departments or other offices, clients, court personnel and other professionals) will be required. Contacts are usually made as directed and/or on individual initiative and concern matters requiring explanation, discussion, interpretation or approval.
Preparation of federal and state fiduciary income tax returns for trusts and estates.
Preparation of federal and state individual income tax returns.
Preparation of partnership, corporation and foundation tax returns.
Preparation of federal and state estate and gift tax returns.
Preparation of probate/fiduciary accountings.
Preparation of income projections and income tax planning.
Maintain checkbook and other bank and security or investment accounts.
Assist with federal and state audits.
Correspond with tax authorities to resolve tax issues.
Calculate estimated taxes and cash needs.
Prepare post mortem planning calculations.
Perform other job related duties as assigned and assist attorneys when needed.
SPECIFIC SKILLS DESIRED:
5+ years as trust and estate fiduciary accountant or experience in a closely related field OR entry level professional with strong tax and fiduciary accounting background as we are willing to train the right candidate.
Knowledge of tax and probate accounting software is a plus but not required.
Knowledge of international taxation is desired but not required.
Bachelor’s Degree required with a preference for the degree to be in accounting, tax or a related field.
Must have strong tax, accounting and math knowledge and technical skill.
Strong working knowledge of Excel, Microsoft Word, Outlook.
Experience with document management systems is a must though experience with FileSite and Elite is highly preferred.
Must possess the ability to multi-task and work under strict deadlines with strong attention to detail.
Ability to work independently.
Strong written and verbal communication skills.
Familiarity with tax laws and legal terminology pertinent to the area of assignment.
Withersworldwide has been acting for successful individuals, families and institutions for over 100 years. We advise clients on their business and personal legal needs both at home and abroad. In this fast moving and increasingly regulated world the need for integrated and timely advice has never been more urgent.
We are recognized as the only dedicated international law firm for successful p...eople, their families, their businesses and their philanthropic work. With offices in Europe, Asia, the United States, Australia and the Caribbean we provide coverage that other law firms focused on the individual cannot. We continually look for opportunities to ensure we are based in the same locations as our clients and their wealth. We have represented 42% of the Top-100 ‘Sunday Times Rich List’, as well as a significant number of the top 100 people listed in the US (Forbes) and a significant number in the Asian (Hurun) Rich List.