Family Office Accountant
The Clark Estates, Inc.
Role Description
The Family Office Tax and Trust Accountant is a full-time, on-site role based in New York, NY.
Responsibilities
- Prepare federal and state trust tax returns and annual trust accountings.
- Manage trust administration, including quarterly distributions and trustee fees.
- Review trust documents.
- Prepare gift, individual, foundation, corporate, and partnership tax returns.
- Prepare required 1099 forms.
- Prepare extensions and estimated tax payments.
- Support investment accounting, accounts payable, and receivable.
- Assist with annual audits for The Clark Estates and related foundations.
- Analyze general ledger, post journal entries, and maintain accounts.
- Prepare year-end workpapers and financial statements.
- Address tax, accounting, and business inquiries.
- Respond to IRS and state/local tax notices.
- Improve and implement firm processes and procedures.
Qualifications
- BS/BBA in Accounting is required.
- Trust tax preparation experience is required.
- Tax preparation experience is required.
- 3-5 years of experience in public accounting is preferred.
- CPA and/or EA preferred.
- Advanced knowledge of Microsoft Excel is preferred.
- Experience with accounting and tax preparation software required.
- Great attention to detail and communication skills.
- Team player with positive attitude.
Vacancy posted 2 days ago
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