Fiduciary Accountant (Hybrid)

Fiduciary Accountant

Our client is a rapidly growing, mid-sized law firm seeking an Estates & Trusts Fiduciary Accountant to support its expanding Estates and Trusts practice. This role is ideal for a detail-oriented professional who can manage the preparation and review of formal and informal fiduciary accountings and who brings a structured, analytical approach to complex matters.

While the firm maintains multiple office locations, this position is primarily supported from a Long Island-based hub and may be hybrid for the right candidate.

You are experienced in fiduciary accountings, highly organized, and comfortable owning multiple workstreams simultaneously. You enjoy precision-heavy work, communicating with clients and advisors, and improving processes in a modern, technology-forward environment.

• 4+ years of experience preparing and reviewing fiduciary (estate/trust) accountings
  

• Bachelor’s degree in Accounting or Tax
  

• CPA preferred, 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. 
  

Responsibilities (include but not limited to)

• Project management of fiduciary accounting engagements
  

• Prepare and review Estate and Trust accountings (formal and informal)
  

• Prepare and review Trustee and Executor commissions
  

• Prepare proposed distributions
  

• Coordinate with estate administration teams to support waiver/consent submissions
  

• Form 706 preparation
  

• Maintain annual accounts and records for estates and trusts
  

• Data analytics and structured problem-solving
  

• Client communication and coordination with clients’ other advisors
  

• Form 1041 preparation is a plus (not required)
  

• Robust benefits package (life/disability insurance, 401(k) match, health premium support)
  

• Flexible work hours and location
  

• Transparent leadership and communication
  

• Support for continuing education, networking, and process improvement
  

• Mentorship on technical growth and career advancement
  

• Clear path for long-term progression (including a potential partner-track-style trajectory)
  

Please submit:

• Resume
  

• Cover Letter
  

• 3 professional references