Fiduciary Accountant (Hybrid)

We are a Firm where people truly believe in what they do and strive to achieve the highest standards of performance and success.

This position is based in our Stamford office.

Description:

We are seeking a Fiduciary Accountant to join our team. The Fiduciary Accountant will be responsible for working on estate and trust administration matters, as well as family office functions. The individual will be responsible for the preparation of estate, gift, and income tax returns, estate and trust accountings, and other fiduciary administrative work. The position will involve working directly with seasoned attorneys and clients. Superior communication ability, well-developed mathematical skills, and knowledge of related software are important. Candidates must be highly organized and want to join a highly functioning team focused on developing efficiencies and responsibilities. This position offers a hybrid schedule, providing flexibility to work from home or the office. Currently, this role requires weekly in-office attendance, as well as participation in occasional team meetings, training sessions, and firm-sponsored events.  

Key Responsibilities Include:

• Trust and estate accountings (using GEMS)
• Fiduciary income tax returns (using ProSystem software)
• U.S. and New York estate and gift tax returns (using ProSystem software)
• New York Surrogate's Court probate and administration forms pleadings in probate and administration proceedings (using Lexis-Nexis HotDocs)
• Connecticut Probate Court forms and practice
• Projections to illustrate various estate planning techniques (using Brentmark Estate Planning Tools)
• Direct communication with clients
• Spreadsheets (using Microsoft Excel)
• Analyzing accountings received from other fiduciaries

Qualifications:

• 5 years T&E experience
• Full knowledge of accounting functions
• Strong accounting/financial background and excellent working knowledge of trust and estate software
• Strong verbal, written and interpersonal skills.
• Confidentiality, diplomacy and responsiveness.
• Problem-solving abilities and spreadsheet proficiency.

Minimum Education:

• Bachelors degree

Benefits: Our goal is to promote a work environment in which individuals have access to the resources they need to be their best both professionally and personally, which includes resources that encourage individuals to focus on their health and well-being.

Below is a list of just some of the benefits we offer: comprehensive medical (PPO and HDHPs), dental and vision plans including coverage for domestic partners; life and AD&D insurance; short and long term disability insurance; tax-advantaged accounts for health care expenses, including FSAs and HSAs; FSAs for dependent care; health advocacy services; behavioral health and counseling resources for all family members; 401(k); profit sharing; pre-tax transit and parking program; backup dependent care; senior care planning support; resources for individuals with development disabilities and their caregivers; and paid holidays and other paid time off, including paid leave for new parents.

Benefits may vary by position and office.

Holland & Knight is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy, childbirth or related conditions, transgender status, and sexual orientation), national origin, age, disability, genetic information, veteran status or any other factor prohibited by law.

Personal Information collected from applicants will be used for the purpose of processing the application throughout any recruitment or employment process, as well as inclusion in a personnel file. Categories of data collected may include name, address, phone numbers, email, Social Security Number, and signature. Holland & Knight may collect further information if you consent to a background check. This includes criminal background, employment, and certifications. Please visit Legal Information Portal for Holland & Knight LLP’s privacy policies.