Looking for Fiduciary Accountant at United States, Florida, Fort Lauderdale Full Time

EisnerAmper is looking for a Fiduciary Accountant to join our Personal Wealth Advisory (PWA) tax. This is an exciting opportunity for someone who is client service oriented, creative and tech savvy.

As part of EisnerAmper’s full service capabilities, EisnerAmper’s Personal Wealth Advisors Practice provides a comprehensive, integrated approach to multigenerational, multi-branch family offices to assist them in achieving their vision. EisnerAmper’s approach utilizes a platform by which appropriate expertise can be delivered to the U.S. and global marketplace, offering traditional accounting, tax, and advisory services to individuals and family offices and related middle market businesses and the public markets.

Responsibilities:

• Prepare and review estate and trust fiduciary accountings
• Prepare and review related filings, planning and analysis for all fiduciary accountings and returns
• Computing and reviewing commissions and calculating unitrust and annuity payments
• Ability to prepare and review fiduciary income tax returns, gift tax returns, federal and state estate tax returns, and private foundations
• Ability to review fiduciary accountings, lead fiduciary accounting services team and coordinate with fiduciaries, attorneys, surrogate court accounting clerks and Attorney General counsel
• Coordinating distributions to various trust beneficiaries and arranging for payment of estimated taxes
• Maintenance of accounts and records for various estates and trusts
• General trust and estate administration, including record keeping, monitoring filing deadlines, and client communication

Qualifications:

• Bachelors degree in accounting, finance or related field.
• 5 + years of relevant experience in a law firm or CPA firm
• Must demonstrate strong problem-solving skills, a highly organized approach, and attention to detail
• Exceptional client service and outstanding communication skills, both oral and written
• Ability to lead by example and to work effectively in a team environment across geographies
• Excellent use of technology, including Excel, MS Word, and FAS (Onesource Fiduciary Accounting Software)

Ideally, you’ll also have:

• Advanced degree in tax, law, paralegal certificate or accounting and/or CPA license preferred
• Ability to make presentations to law firms promoting Fiduciary Accounting Services and train staff accordingly

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West Palm Beach