Remote Fiduciary Accountant

Summary

Join Falcon Rappaport & Berkman as an Estates and Trust Fiduciary Accountant to manage preparation and review of formal and informal Estate and Trust accountings. The ideal candidate will have experience preparing and reviewing fiduciary accountings, strong analytical skills, and ability to work independently.

Requirements

• 4+ years experience preparing and reviewing fiduciary accountings
• Bachelor's degree in tax or accounting
• CPA preferred, but 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

• 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

Benefits

• Robust benefits package, including life and disability insurance
• 401(k) match
• 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