Save Job Back to Search Job Description Summary Similar JobsIncredibly stable firm with great long-term career growth potentialExcellent benefits, annual raises, and 25 days of PTOAbout Our ClientThis CT based law firm has been specialized in trusts and estates for over 100 years. This is an onsite position.Job DescriptionIdentify, collect, analyze, abstract, organize and maintain facts and documents, including wills and trust documents, in accordance with compliant legal practice and procedureIdentify, collect, analyze, abstract, organize and maintain financial statements and spreadsheets relating to client investmentsDevelop and maintain relationships with clients and personnel, inside and outside the 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.Develop, implement and maintain tracking and accounting systems for client investments facilitating preparation of United States trust tax returnsPrepare federal Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return and applicable state estate tax returnsPrepare federal Form 1041, United States Income Tax Return for Estates and Trusts and applicable state fiduciary income tax returnsPrepare United States Income Tax Returns for Partnerships and Non-Profit OrganizationsPrepare Trust and Estate probate accountingsPrepare related filings and analysis for all accountings and returnsExecute Trust and Estate administrationTrack deadlines to assure returns and accountings are filed timely or extended when applicableMPI does not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, marital status, or based on an individual's status in any group or class protected by applicable federal, state or local law. MPI encourages applications from minorities, women, the disabled, protected veterans and all other qualified applicants.The Successful ApplicantA successful Fiduciary Accountant should have:5-10 years of experience as a fidutiary accountant or trust and estates paralegalFamiliarity 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.Attention to detail and accuracy in financial recordkeeping.Excellent communication and collaboration skills.Proficiency in accounting software and tools.What's on OfferCompetitive salary ranging from $130,000 to $160,000 based on experience.Comprehensive benefits, including health, dental, vision and 401k with an employer match.25 days of paid time off (PTO) (30 days after first anniversary)/Annual raises and bonus eligibility.Interested in taking the next step of your career with a long-standing trust and estates firm in Stamford? Apply today.ContactClaire VogelQuote job refJN-082026-7080892Job summarySectorAccountingSub SectorAccountant/BookkeeperIndustryBusiness ServicesWhereStamfordContract TypePermanentConsultant nameClaire VogelJob ReferenceJN-082026-7080892
