Senior Accountant

Start off on-site, with potential for 2 days a week remote.

Duties

• Prepare various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns.
• Maintain financial records of trusts; perform trust accounting; audit accounts.
• Maintain G/L accounts, reconcile broker statements, prepare payables and bank deposits.
• Obtain and reconcile 1099 and K-1statements.
• Irrevocable trust funding and administration (post death).
• Probate administration, including drafting of probate pleadings.
• Maintain close personal contact with clients and financial advisors.
• Provide family office services for high net worth clients.
• Learn/develop technical proficiency in database use and management; internet/electronic research; and project folder/electronic file maintenance.
• Independently organize and manage files or delegate similar tasks to appropriate business professional and supervise same.

Requirements

• 4+ years of experience in accounting is required.
• Law Firm experience is required.
• QuickBooks experience is required.
• Clio experience is a plus.
• Excellent communication, analytical, and organizational skills.
• Proven success working in a fast-paced, continually changing environment.
• Ability to prioritize; excellent time management.
• Proficiency with Microsoft Office applications.
• Familiarity with tax and trust accounting software.
• Experience with document database programs and/or software.
• Significant client case management experience.
• Exceptional attention to detail.
• Ability to interact effectively and professionally and provide exceptional service, internally and externally, at all times.
• Highly organized, able to prioritize workflow and manage projects.
• Ability to perform effectively with little or no supervision and within established time limits and on-going deadlines.