Falcon Rappaport & Berkman PLLC is hiring a
Fiduciary Accountant

Summary

The job description is for an Estates and Trust Fiduciary Accountant position at a rapidly growing law firm named Falcon Rappaport & Berkman (FRB). The ideal candidate will have 4+ years of experience preparing and reviewing fiduciary accountings.

Requirements

• Bachelor's degree in tax or accounting
• 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)

Responsibilities

• 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

Preferred Qualifications

• CPA
• Prior experience with Thomson Reuters OneSource Fiduciary Accounting software (used to be called Zains)

Benefits

• 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
• 1041 preparation is a plus, but not required